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 |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
11,350
shares
|
$2.57 Million
0.25% of portfolio
|
Q3 2024
Added 579.23%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
11,347
shares
|
$2.56 Million
0.32% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
11,340
shares
|
$2.56 Million
2.55% of portfolio
|
Q4 2024
Added 93.78%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
11,301
shares
|
$2.55 Million
1.35% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
11,294
shares
|
$2.55 Million
0.36% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
11,246
shares
|
$2.54 Million
0.04% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
11,244
shares
|
$2.54 Million
0.31% of portfolio
|
Q4 2024
Added 786.05%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
11,234
shares
|
$2.54 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
11,224
shares
|
$2.54 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
11,156
shares
|
$2.52 Million
1.01% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
11,146
shares
|
$2.52 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
11,140
shares
|
$2.52 Million
0.16% of portfolio
|
Q4 2024
Added 30.48%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
11,128
shares
|
$2.51 Million
0.14% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
11,065
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
11,038
shares
|
$2.49 Million
2.41% of portfolio
|
Q4 2024
Added 969.57%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
10,996
shares
|
$2.49 Million
0.23% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
10,974
shares
|
$2.48 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
10,930
shares
|
$2.47 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,914
shares
|
$2.47 Million
0.26% of portfolio
|
Q3 2024
Added 32.07%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10,874
shares
|
$2.46 Million
0.21% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,837
shares
|
$2.45 Million
1.24% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
10,833
shares
|
$2.45 Million
0.1% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
10,822
shares
|
$2.45 Million
0.26% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
10,779
shares
|
$2.44 Million
1.38% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,778
shares
|
$2.44 Million
0.87% of portfolio
|
Q3 2024
Added 78.09%
|