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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
6,798
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
6,750
shares
|
$1.53 Million
0.77% of portfolio
|
Q4 2023
Reduced 65.92%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
6,711
shares
|
$1.52 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
6,707
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
6,700
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2024
Reduced 52.67%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,688
shares
|
$1.51 Million
1.16% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6,684
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.49%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,681
shares
|
$1.51 Million
0.82% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,680
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Added 165.71%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
6,679
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 81.64%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,665
shares
|
$1.51 Million
0.39% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,662
shares
|
$1.51 Million
0.57% of portfolio
|
Q4 2024
Added 53.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
6,658
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 76.76%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,639
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
6,603
shares
|
$1.49 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,587
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,580
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 41.07%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6,570
shares
|
$1.48 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,550
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,528
shares
|
$1.48 Million
0.84% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,525
shares
|
$1.47 Million
0.23% of portfolio
|
Q1 2023
Reduced 65.48%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,507
shares
|
$1.47 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
6,500
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2023
Reduced 6.94%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
6,489
shares
|
$1.47 Million
0.54% of portfolio
|
Q3 2022
Added 416.23%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
6,486
shares
|
$1.47 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.66%
|