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 |
|---|---|---|---|---|---|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
12,015
shares
|
$2.72 Million
0.42% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,996
shares
|
$2.71 Million
0.33% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,982
shares
|
$2.71 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
11,950
shares
|
$2.7 Million
1.13% of portfolio
|
Q4 2024
Reduced 69.71%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,903
shares
|
$2.69 Million
0.08% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
11,900
shares
|
$2.69 Million
1.56% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
11,899
shares
|
$2.69 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
11,894
shares
|
$2.69 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
11,878
shares
|
$2.68 Million
0.41% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
11,860
shares
|
$2.68 Million
0.09% of portfolio
|
Q4 2024
Added 1502.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
11,852
shares
|
$2.68 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
11,845
shares
|
$2.68 Million
0.34% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
11,799
shares
|
$2.67 Million
1.59% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
11,794
shares
|
$2.67 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
11,764
shares
|
$2.66 Million
1.22% of portfolio
|
Q4 2024
Added 108.25%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,756
shares
|
$2.66 Million
0.89% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,751
shares
|
$2.66 Million
0.24% of portfolio
|
Q2 2022
Reduced 2.55%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,703
shares
|
$2.64 Million
0.03% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
11,646
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
11,635
shares
|
$2.63 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Strategic Investment Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,620
shares
|
$2.63 Million
0.88% of portfolio
|
Q3 2024
Reduced 51.32%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,620
shares
|
$2.63 Million
0.74% of portfolio
|
Q3 2024
Reduced 70.56%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
11,605
shares
|
$2.62 Million
0.86% of portfolio
|
Q4 2024
Added 171.53%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,430
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
11,405
shares
|
$2.58 Million
0.7% of portfolio
|
Q4 2024
Added 874.79%
|