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 |
|---|---|---|---|---|---|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,775
shares
|
$2.44 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
10,763
shares
|
$2.43 Million
0.83% of portfolio
|
Q4 2024
Added 660.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
10,759
shares
|
$2.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
10,750
shares
|
$2.43 Million
1.34% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,737
shares
|
$2.43 Million
1.14% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
10,685
shares
|
$2.41 Million
1.41% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
10,657
shares
|
$2.41 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,626
shares
|
$2.4 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
10,622
shares
|
$2.4 Million
0.26% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
10,617
shares
|
$2.4 Million
0.55% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
10,568
shares
|
$2.39 Million
1.17% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
10,566
shares
|
$2.39 Million
1.15% of portfolio
|
Q4 2024
Added 110.77%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
10,553
shares
|
$2.38 Million
0.55% of portfolio
|
Q4 2024
Added 51.78%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
10,532
shares
|
$2.38 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,519
shares
|
$2.38 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
10,476
shares
|
$2.37 Million
0.09% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
10,469
shares
|
$2.37 Million
1.28% of portfolio
|
Q3 2024
Added 280.97%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
10,460
shares
|
$2.36 Million
2.57% of portfolio
|
Q4 2021
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
10,456
shares
|
$2.36 Million
0.15% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
10,400
shares
|
$2.35 Million
0.16% of portfolio
|
Q2 2024
Reduced 67.9%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
10,389
shares
|
$2.35 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
10,364
shares
|
$2.34 Million
0.7% of portfolio
|
Q1 2023
Reduced 8.19%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,356
shares
|
$2.34 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
10,338
shares
|
$2.34 Million
0.47% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
10,316
shares
|
$2.33 Million
0.12% of portfolio
|
Q4 2024
Added 506.11%
|