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 |
|---|---|---|---|---|---|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
9,682
shares
|
$2.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9,679
shares
|
$2.19 Million
0.47% of portfolio
|
Q3 2024
Added 821.81%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
9,665
shares
|
$2.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
9,638
shares
|
$2.18 Million
1.32% of portfolio
|
Q4 2022
Added 1.72%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,594
shares
|
$2.17 Million
1.73% of portfolio
|
Q3 2024
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,553
shares
|
$2.16 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
9,489
shares
|
$2.14 Million
1.17% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,444
shares
|
$2.13 Million
0.05% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
9,440
shares
|
$2.13 Million
0.48% of portfolio
|
Q3 2024
Added 626.15%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,437
shares
|
$2.13 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
9,422
shares
|
$2.13 Million
0.7% of portfolio
|
Q3 2024
Added 312.88%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
9,422
shares
|
$2.13 Million
1.48% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
9,416
shares
|
$2.13 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,383
shares
|
$2.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,357
shares
|
$2.11 Million
0.32% of portfolio
|
Q3 2024
Added 53.75%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
9,350
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
9,337
shares
|
$2.11 Million
0.88% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
9,332
shares
|
$2.11 Million
0.67% of portfolio
|
Q4 2024
Reduced 58.94%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
9,327
shares
|
$2.11 Million
0.69% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
9,311
shares
|
$2.1 Million
0.35% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
9,303
shares
|
$2.1 Million
1.31% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,303
shares
|
$2.1 Million
0.23% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
9,270
shares
|
$2.1 Million
0.68% of portfolio
|
Q3 2024
Reduced 32.09%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
9,235
shares
|
$2.09 Million
0.71% of portfolio
|
Q2 2024
Added 24.36%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
9,213
shares
|
$2.08 Million
0.08% of portfolio
|
Q4 2024
Added 0.34%
|