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 |
|---|---|---|---|---|---|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
4,515
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
4,500
shares
|
$1.02 Million
0.23% of portfolio
|
Q4 2024
Reduced 77.69%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
4,500
shares
|
$1.02 Million
0.54% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,472
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2024
Added 229.55%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
4,450
shares
|
$1.01 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
4,430
shares
|
$1 Million
0.29% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
4,425
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Reduced 31.36%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
4,401
shares
|
$994,626
0.21% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
4,396
shares
|
$993,496
0.7% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
4,393
shares
|
$992,818
0.34% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
4,380
shares
|
$989,880
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,378
shares
|
$989,428
0.48% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
4,372
shares
|
$988,072
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4,371
shares
|
$987,846
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,370
shares
|
$987,620
0.87% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
4,366
shares
|
$986,716
0.25% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
4,357
shares
|
$984,682
0.27% of portfolio
|
Q4 2023
Reduced 33.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,355
shares
|
$984,230
0.2% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
4,346
shares
|
$982,196
0.33% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,329
shares
|
$978,354
0.28% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,328
shares
|
$978,128
0.34% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
4,314
shares
|
$974,964
0.17% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,311
shares
|
$974,286
0.07% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
4,309
shares
|
$973,834
0.42% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
4,296
shares
|
$970,896
0.03% of portfolio
|
Q3 2024
Added 9.76%
|