Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 2,867 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $70 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
16,806
shares
|
$3.8 Million
0.4% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,803
shares
|
$3.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,776
shares
|
$3.79 Million
0.21% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
16,774
shares
|
$3.79 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,733
shares
|
$3.78 Million
0.04% of portfolio
|
Q2 2022
Reduced 9.28%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,675
shares
|
$3.77 Million
0.88% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
16,672
shares
|
$3.77 Million
2.89% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
16,621
shares
|
$3.76 Million
0.44% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
16,619
shares
|
$3.76 Million
0.56% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,600
shares
|
$3.75 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
16,596
shares
|
$3.75 Million
5.22% of portfolio
|
Q3 2022
Reduced 94.22%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,385
shares
|
$3.71 Million
0.78% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
16,366
shares
|
$3.7 Million
0.74% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
16,331
shares
|
$3.69 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
16,301
shares
|
$3.69 Million
3.95% of portfolio
|
Q4 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,239
shares
|
$3.67 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
16,198
shares
|
$3.66 Million
0.3% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
16,158
shares
|
$3.65 Million
0.0% of portfolio
|
Q4 2024
Added 779.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
16,145
shares
|
$3.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
16,129
shares
|
$3.65 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
16,105
shares
|
$3.64 Million
2.7% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
16,097
shares
|
$3.64 Million
0.11% of portfolio
|
Q4 2024
Reduced 26.62%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
16,049
shares
|
$3.63 Million
0.02% of portfolio
|
Q4 2024
Added 31.24%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
16,029
shares
|
$3.62 Million
1.04% of portfolio
|
Q4 2024
Added 114.35%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
16,000
shares
|
$3.62 Million
0.29% of portfolio
|
Q3 2024
New holding
|