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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,739
shares
|
$845,014
0.09% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
3,733
shares
|
$843,658
0.05% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,727
shares
|
$842,302
0.07% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,726
shares
|
$842,076
0.4% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,716
shares
|
$839,816
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,715
shares
|
$839,590
0.36% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
3,710
shares
|
$838,460
0.24% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,710
shares
|
$838,460
0.06% of portfolio
|
Q4 2024
Added 294.26%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,701
shares
|
$836,426
0.46% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
3,700
shares
|
$836,200
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
3,697
shares
|
$835,522
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
3,670
shares
|
$829,420
0.12% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,669
shares
|
$829,194
0.16% of portfolio
|
Q1 2022
Reduced 4.63%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
3,666
shares
|
$828,516
0.06% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
3,657
shares
|
$826,482
0.02% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,648
shares
|
$824,448
0.04% of portfolio
|
Q4 2024
Reduced 29.7%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
3,647
shares
|
$824,222
0.61% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,630
shares
|
$820,380
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,622
shares
|
$818,572
0.18% of portfolio
|
Q1 2024
Reduced 4.26%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,620
shares
|
$818,120
0.54% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
3,615
shares
|
$816,990
0.28% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,614
shares
|
$816,764
0.08% of portfolio
|
Q3 2024
Added 622.8%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,613
shares
|
$816,538
0.18% of portfolio
|
Q4 2024
Added 256.31%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,606
shares
|
$814,956
0.28% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
3,585
shares
|
$810,210
0.15% of portfolio
|
Q4 2024
Reduced 3.86%
|