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 2,801 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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,122
shares
|
$705,572
0.11% of portfolio
|
Q4 2024
Added 110.38%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,120
shares
|
$705,120
0.07% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
3,117
shares
|
$704,442
0.46% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,109
shares
|
$702,634
0.13% of portfolio
|
Q3 2024
Added 466.3%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,109
shares
|
$702,634
0.03% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
3,106
shares
|
$701,956
0.16% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,097
shares
|
$699,922
0.22% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,096
shares
|
$699,696
0.49% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,091
shares
|
$698,566
0.45% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
3,089
shares
|
$698,114
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,087
shares
|
$697,662
0.09% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
3,085
shares
|
$697,210
0.17% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,084
shares
|
$696,984
0.13% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,081
shares
|
$696,306
0.23% of portfolio
|
Q1 2024
Reduced 56.4%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
3,080
shares
|
$696,080
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
3,070
shares
|
$693,820
0.07% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
3,055
shares
|
$690,430
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,054
shares
|
$690,204
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
3,041
shares
|
$687,266
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
3,038
shares
|
$686,588
0.42% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 23, 2025 Q4 2024 |
3,036
shares
|
$686,136
0.59% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,026
shares
|
$683,876
0.29% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,024
shares
|
$683,424
0.18% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,019
shares
|
$682,294
0.45% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,015
shares
|
$681,390
0.07% of portfolio
|
Q4 2024
Added 0.8%
|