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 2,827 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $69.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,404
shares
|
$3.26 Million
0.99% of portfolio
|
Q1 2024
Reduced 85.07%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
14,323
shares
|
$3.24 Million
1.43% of portfolio
|
Q4 2024
Added 22.23%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
14,313
shares
|
$3.23 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,302
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
14,278
shares
|
$3.23 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
14,267
shares
|
$3.22 Million
1.07% of portfolio
|
Q4 2024
Added 281.88%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14,226
shares
|
$3.22 Million
0.24% of portfolio
|
Q3 2024
Added 474.56%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,181
shares
|
$3.2 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
14,175
shares
|
$3.2 Million
3.36% of portfolio
|
Q4 2024
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
14,152
shares
|
$3.2 Million
5.37% of portfolio
|
Q3 2024
Reduced 20.6%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
14,118
shares
|
$3.19 Million
0.3% of portfolio
|
Q4 2024
Reduced 95.39%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
14,086
shares
|
$3.18 Million
0.22% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
14,058
shares
|
$3.18 Million
1.51% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
14,048
shares
|
$3.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Myda Advisors LLC
Inwood, NY |
Nov 13, 2024 Q3 2024 |
14,000
shares
|
$3.16 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
13,991
shares
|
$3.16 Million
0.19% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
13,962
shares
|
$3.16 Million
0.33% of portfolio
|
Q3 2024
Added 485.41%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
13,953
shares
|
$3.15 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,946
shares
|
$3.15 Million
0.05% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
13,945
shares
|
$3.15 Million
0.23% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
13,873
shares
|
$3.14 Million
0.25% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
13,839
shares
|
$3.13 Million
0.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
13,822
shares
|
$3.12 Million
0.28% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,787
shares
|
$3.12 Million
0.19% of portfolio
|
Q3 2022
Reduced 2.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
13,712
shares
|
$3.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.19%
|