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 2,816 institutions that hold shares in the stock, with a total of 312 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
8,232
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Added 78.8%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
8,213
shares
|
$1.86 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
8,207
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
8,190
shares
|
$1.85 Million
0.04% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
8,157
shares
|
$1.84 Million
0.96% of portfolio
|
Q4 2024
Added 33.24%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
8,133
shares
|
$1.84 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
8,127
shares
|
$1.84 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,119
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,102
shares
|
$1.83 Million
0.62% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
8,082
shares
|
$1.83 Million
0.33% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
8,076
shares
|
$1.83 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
8,071
shares
|
$1.82 Million
0.74% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
8,071
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
8,056
shares
|
$1.82 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
8,045
shares
|
$1.82 Million
0.6% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
8,000
shares
|
$1.81 Million
0.43% of portfolio
|
Q4 2024
Reduced 25.93%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
7,965
shares
|
$1.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
7,962
shares
|
$1.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 86.94%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
7,956
shares
|
$1.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,950
shares
|
$1.8 Million
0.27% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
7,919
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2024
Added 61.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,914
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2024
Reduced 40.26%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
7,910
shares
|
$1.79 Million
0.94% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
7,901
shares
|
$1.79 Million
0.32% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,853
shares
|
$1.77 Million
0.27% of portfolio
|
Q4 2024
Added 14.89%
|