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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
4,135
shares
|
$934,510
0.1% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
4,129
shares
|
$933,154
0.24% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$928,860
0.96% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
4,098
shares
|
$926,148
0.27% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,078
shares
|
$921,628
0.07% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,069
shares
|
$919,594
0.16% of portfolio
|
Q4 2024
Added 26.09%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,066
shares
|
$918,916
0.58% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,065
shares
|
$918,690
0.0% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
4,060
shares
|
$917,560
0.03% of portfolio
|
Q3 2024
Reduced 77.54%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,052
shares
|
$915,752
0.07% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
4,047
shares
|
$914,622
0.22% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
4,034
shares
|
$911,684
0.26% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
4,031
shares
|
$911,006
0.45% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
4,011
shares
|
$906,486
0.23% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,001
shares
|
$904,226
0.08% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
4,000
shares
|
$904,000
0.36% of portfolio
|
Q1 2020
Reduced 30.94%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$904,000
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,992
shares
|
$902,192
0.1% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,971
shares
|
$897,446
0.19% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,968
shares
|
$896,768
0.05% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Savior LLC
|
Jan 22, 2025 Q4 2024 |
3,967
shares
|
$896,542
5.02% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,967
shares
|
$896,542
0.0% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,957
shares
|
$894,282
0.05% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
3,945
shares
|
$891,570
0.68% of portfolio
|
Q4 2024
Added 55.44%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,940
shares
|
$890,440
0.36% of portfolio
|
Q3 2024
Added 0.03%
|