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 |
|---|---|---|---|---|---|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
4,987
shares
|
$1.13 Million
0.59% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
4,980
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
4,971
shares
|
$1.12 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,966
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
4,959
shares
|
$1.12 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
4,956
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
4,927
shares
|
$1.11 Million
0.7% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,925
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,922
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
4,919
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,911
shares
|
$1.11 Million
0.82% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
4,898
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 79.87%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,896
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
4,889
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
4,887
shares
|
$1.1 Million
0.98% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
4,869
shares
|
$1.1 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
4,848
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
4,847
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
4,847
shares
|
$1.1 Million
0.75% of portfolio
|
Q3 2024
Added 189.89%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
4,846
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
4,841
shares
|
$1.09 Million
0.2% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,841
shares
|
$1.09 Million
0.42% of portfolio
|
Q2 2023
Added 13.29%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,838
shares
|
$1.09 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
4,828
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2024
Added 28.58%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,818
shares
|
$1.09 Million
0.7% of portfolio
|
Q4 2024
Added 0.29%
|