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 |
|---|---|---|---|---|---|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,831
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
7,829
shares
|
$1.77 Million
1.41% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
7,823
shares
|
$1.77 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,790
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,771
shares
|
$1.76 Million
0.12% of portfolio
|
Q4 2023
Added 92.11%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,766
shares
|
$1.76 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
7,760
shares
|
$1.75 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
7,752
shares
|
$1.75 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
7,736
shares
|
$1.75 Million
0.28% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
7,734
shares
|
$1.75 Million
0.91% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
7,731
shares
|
$1.75 Million
0.57% of portfolio
|
Q4 2024
Added 54.59%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
7,716
shares
|
$1.74 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
7,709
shares
|
$1.74 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
7,700
shares
|
$1.74 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
7,674
shares
|
$1.73 Million
0.86% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
7,650
shares
|
$1.73 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
7,629
shares
|
$1.72 Million
1.24% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,623
shares
|
$1.72 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
7,622
shares
|
$1.72 Million
0.36% of portfolio
|
Q4 2024
Added 105.67%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
7,581
shares
|
$1.71 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
7,556
shares
|
$1.71 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,545
shares
|
$1.71 Million
1.57% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
7,537
shares
|
$1.7 Million
2.26% of portfolio
|
Q4 2022
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
7,535
shares
|
$1.7 Million
0.79% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
7,530
shares
|
$1.7 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.5%
|