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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7,527
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,523
shares
|
$1.7 Million
0.85% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
7,500
shares
|
$1.7 Million
0.28% of portfolio
|
Q3 2024
Added 6421.74%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
7,500
shares
|
$1.7 Million
0.47% of portfolio
|
Q3 2024
Added 3189.47%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,479
shares
|
$1.69 Million
1.11% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
7,473
shares
|
$1.69 Million
0.43% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
7,469
shares
|
$1.69 Million
0.19% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,463
shares
|
$1.69 Million
0.65% of portfolio
|
Q4 2022
Reduced 10.49%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
7,460
shares
|
$1.69 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,446
shares
|
$1.68 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,442
shares
|
$1.68 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
7,425
shares
|
$1.68 Million
1.2% of portfolio
|
Q4 2024
Reduced 34.54%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
7,374
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
7,364
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
7,341
shares
|
$1.66 Million
0.31% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
7,329
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,327
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7,326
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,294
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 60.72%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
7,270
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
7,192
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
7,162
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
7,130
shares
|
$1.61 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,126
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2024
Added 146.75%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,124
shares
|
$1.61 Million
0.08% of portfolio
|
Q4 2024
Added 4.87%
|