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 |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,190
shares
|
$2.08 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
9,188
shares
|
$2.08 Million
0.63% of portfolio
|
Q4 2024
Added 52.93%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,118
shares
|
$2.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,109
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,103
shares
|
$2.06 Million
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
9,095
shares
|
$2.06 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
9,049
shares
|
$2.05 Million
0.59% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,033
shares
|
$2.04 Million
0.41% of portfolio
|
Q2 2023
Reduced 3.06%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,027
shares
|
$2.04 Million
0.11% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
9,010
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
8,934
shares
|
$2.02 Million
0.28% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
8,888
shares
|
$2.01 Million
0.42% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
8,881
shares
|
$2.01 Million
2.02% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,871
shares
|
$2 Million
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
8,850
shares
|
$2 Million
0.79% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
8,847
shares
|
$2 Million
0.27% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
8,824
shares
|
$1.99 Million
0.05% of portfolio
|
Q4 2024
Added 37.4%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
8,800
shares
|
$1.99 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
8,792
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 45.47%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
8,780
shares
|
$1.98 Million
0.1% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,759
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Added 29.65%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
8,754
shares
|
$1.98 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,733
shares
|
$1.97 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
8,711
shares
|
$1.97 Million
0.23% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
8,706
shares
|
$1.97 Million
0.05% of portfolio
|
Q4 2024
Added 4.79%
|