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 |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
5,486
shares
|
$1.24 Million
0.4% of portfolio
|
Q3 2024
Added 74.16%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$1.24 Million
0.17% of portfolio
|
Q3 2024
Reduced 19.65%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,468
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,454
shares
|
$1.23 Million
0.57% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,445
shares
|
$1.23 Million
0.16% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
5,431
shares
|
$1.23 Million
0.95% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,427
shares
|
$1.23 Million
0.67% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,422
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2022
Reduced 3.61%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
5,401
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,399
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
5,376
shares
|
$1.21 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
5,359
shares
|
$1.21 Million
0.22% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,356
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
5,354
shares
|
$1.21 Million
1.06% of portfolio
|
Q3 2024
Reduced 95.64%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
5,332
shares
|
$1.21 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
5,330
shares
|
$1.2 Million
0.36% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Nine Masts Capital LTD
|
Feb 06, 2025 Q4 2024 |
5,300
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 70.92%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,285
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,283
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5,251
shares
|
$1.19 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
5,247
shares
|
$1.19 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,240
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
5,240
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
5,238
shares
|
$1.18 Million
0.43% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,228
shares
|
$1.18 Million
1.43% of portfolio
|
Q4 2024
Reduced 36.21%
|