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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,289
shares
|
$969,314
0.37% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,288
shares
|
$969,088
0.41% of portfolio
|
Q4 2023
Reduced 67.63%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
4,288
shares
|
$969,088
0.15% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
4,276
shares
|
$966,376
0.27% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,252
shares
|
$960,952
0.22% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
4,251
shares
|
$960,726
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
4,247
shares
|
$959,822
0.11% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,231
shares
|
$956,206
0.04% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,230
shares
|
$955,980
0.02% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,215
shares
|
$952,590
0.18% of portfolio
|
Q1 2024
Reduced 15.7%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
4,210
shares
|
$951,460
0.24% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
4,206
shares
|
$950,556
0.76% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,203
shares
|
$949,878
0.15% of portfolio
|
Q1 2023
Added 10.84%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
4,188
shares
|
$946,488
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,186
shares
|
$946,036
0.41% of portfolio
|
Q3 2021
Reduced 0.1%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,181
shares
|
$944,906
0.08% of portfolio
|
Q2 2024
Added 19.22%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
4,176
shares
|
$943,776
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
4,166
shares
|
$941,516
0.42% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,160
shares
|
$940,160
0.46% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
4,156
shares
|
$939,256
0.65% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
4,154
shares
|
$938,804
0.4% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,152
shares
|
$938,352
0.2% of portfolio
|
Q2 2022
Reduced 70.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
4,151
shares
|
$938,126
0.99% of portfolio
|
Q2 2024
Reduced 22.84%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
4,147
shares
|
$937,222
0.28% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,145
shares
|
$936,770
0.08% of portfolio
|
Q4 2024
Added 12.24%
|