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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
8,664
shares
|
$1.96 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,660
shares
|
$1.96 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.15%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
8,640
shares
|
$1.95 Million
0.51% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
8,639
shares
|
$1.95 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
8,630
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
8,599
shares
|
$1.94 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,596
shares
|
$1.94 Million
0.26% of portfolio
|
Q2 2023
Added 248.72%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
8,591
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2024
Added 33.61%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
8,555
shares
|
$1.93 Million
0.61% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
8,544
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
8,540
shares
|
$1.93 Million
1.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
8,531
shares
|
$1.93 Million
0.22% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
8,509
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,498
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
8,490
shares
|
$1.92 Million
0.62% of portfolio
|
Q4 2024
Added 89.59%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
8,481
shares
|
$1.92 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
8,440
shares
|
$1.91 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
8,438
shares
|
$1.91 Million
0.2% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
8,400
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,399
shares
|
$1.9 Million
0.14% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
8,392
shares
|
$1.9 Million
0.57% of portfolio
|
Q3 2024
Added 52.53%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,371
shares
|
$1.89 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
8,353
shares
|
$1.89 Million
0.13% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
8,335
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2024
Added 4774.27%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,275
shares
|
$1.87 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.55%
|