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 2,846 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $68.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,313
shares
|
$749,201
0.09% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,307
shares
|
$747,844
0.05% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,306
shares
|
$747,618
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,301
shares
|
$746,488
0.09% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
3,300
shares
|
$746,262
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
3,297
shares
|
$745,583
0.25% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,290
shares
|
$744,000
0.13% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
3,275
shares
|
$740,608
0.13% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,272
shares
|
$739,930
0.0% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3,270
shares
|
$739,477
0.39% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,266
shares
|
$738,573
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,262
shares
|
$737,668
0.09% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,262
shares
|
$737,668
0.15% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
3,260
shares
|
$737,216
0.12% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
3,259
shares
|
$736,990
0.63% of portfolio
|
Q4 2023
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,257
shares
|
$736,537
0.37% of portfolio
|
Q4 2024
Added 127.44%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,248
shares
|
$734,502
0.34% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
3,239
shares
|
$732,467
0.02% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,233
shares
|
$731,110
0.06% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
3,230
shares
|
$730,432
0.1% of portfolio
|
Q1 2024
Reduced 6.65%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,229
shares
|
$730,206
0.09% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,228
shares
|
$729,979
0.27% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,222
shares
|
$728,623
0.34% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,209
shares
|
$725,683
0.08% of portfolio
|
Q1 2022
Reduced 13.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,205
shares
|
$724,778
0.05% of portfolio
|
Q2 2024
Reduced 2.67%
|