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 |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
4,793
shares
|
$1.08 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
4,772
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
4,769
shares
|
$1.08 Million
0.23% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
4,768
shares
|
$1.08 Million
0.52% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,756
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
4,747
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
4,724
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,718
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
4,718
shares
|
$1.07 Million
0.63% of portfolio
|
Q1 2024
Added 66.6%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
4,687
shares
|
$1.06 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,685
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,683
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,667
shares
|
$1.05 Million
0.24% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
4,667
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
4,643
shares
|
$1.05 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
4,639
shares
|
$1.05 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
4,638
shares
|
$1.05 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,628
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2021
Reduced 1.07%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$1.04 Million
0.39% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
4,598
shares
|
$1.04 Million
0.34% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
4,578
shares
|
$1.03 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,567
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,558
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
4,545
shares
|
$1.03 Million
0.96% of portfolio
|
Q3 2024
Added 31.93%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,533
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 15.48%
|