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 |
|---|---|---|---|---|---|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
7,115
shares
|
$1.61 Million
0.42% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,068
shares
|
$1.6 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
7,053
shares
|
$1.59 Million
0.67% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
7,045
shares
|
$1.59 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,030
shares
|
$1.59 Million
0.15% of portfolio
|
Q4 2024
Added 42.02%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
7,028
shares
|
$1.59 Million
0.32% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
6,999
shares
|
$1.58 Million
0.13% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,996
shares
|
$1.58 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,993
shares
|
$1.58 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
6,988
shares
|
$1.58 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
6,977
shares
|
$1.58 Million
0.29% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,940
shares
|
$1.57 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
6,927
shares
|
$1.57 Million
0.54% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
6,910
shares
|
$1.56 Million
0.63% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,908
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
6,891
shares
|
$1.56 Million
0.32% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,869
shares
|
$1.55 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
6,863
shares
|
$1.55 Million
0.74% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
6,859
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
6,853
shares
|
$1.55 Million
0.43% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
6,839
shares
|
$1.55 Million
0.35% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
6,837
shares
|
$1.55 Million
0.62% of portfolio
|
Q4 2024
Reduced 24.17%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
6,836
shares
|
$1.54 Million
0.43% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
6,829
shares
|
$1.54 Million
0.54% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,819
shares
|
$1.54 Million
1.01% of portfolio
|
Q4 2024
New holding
|