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 |
|---|---|---|---|---|---|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
3,441
shares
|
$777,666
0.46% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,433
shares
|
$775,858
0.36% of portfolio
|
Q4 2024
Reduced 75.86%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,429
shares
|
$774,954
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,425
shares
|
$774,050
0.74% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
3,420
shares
|
$772,920
0.15% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
3,420
shares
|
$772,920
0.11% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
3,419
shares
|
$772,694
0.05% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
3,418
shares
|
$772,468
0.08% of portfolio
|
Q4 2024
Added 207.65%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
3,412
shares
|
$771,112
0.15% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,408
shares
|
$770,208
0.1% of portfolio
|
Q3 2024
Added 56.12%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
3,400
shares
|
$768,400
0.22% of portfolio
|
Q4 2024
Reduced 70.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,397
shares
|
$767,722
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
3,389
shares
|
$765,914
0.06% of portfolio
|
Q4 2024
Added 58.22%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
3,387
shares
|
$765,462
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,384
shares
|
$764,784
0.6% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,381
shares
|
$764,106
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
3,380
shares
|
$763,880
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
3,377
shares
|
$763,202
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
3,374
shares
|
$762,524
0.19% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,370
shares
|
$761,620
0.04% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,355
shares
|
$758,230
0.12% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
3,353
shares
|
$757,778
0.1% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
3,353
shares
|
$757,778
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,352
shares
|
$757,552
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,348
shares
|
$756,648
0.09% of portfolio
|
Q3 2024
Added 8.84%
|