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 2,867 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $70 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,391
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2024
Added 205.44%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
5,376
shares
|
$1.22 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
|
$1.21 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
|
$1.2 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%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
5,237
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
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%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,225
shares
|
$1.18 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,208
shares
|
$1.18 Million
0.38% of portfolio
|
Q4 2021
Reduced 6.01%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Feb 03, 2025 Q4 2024 |
5,176
shares
|
$1.17 Million
1.24% of portfolio
|
Q4 2024
Reduced 54.98%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
5,157
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.67%
|