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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,869
shares
|
$648,394
0.23% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
2,866
shares
|
$647,716
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
2,864
shares
|
$647,264
0.21% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,861
shares
|
$646,586
0.04% of portfolio
|
Q4 2024
Added 265.86%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
2,855
shares
|
$645,230
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
2,847
shares
|
$643,422
0.05% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2,843
shares
|
$642,518
0.21% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,841
shares
|
$642,066
0.04% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
2,837
shares
|
$641,162
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,831
shares
|
$639,806
0.06% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,824
shares
|
$638,224
0.15% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Feb 04, 2025 Q4 2024 |
2,800
shares
|
$632,800
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
2,799
shares
|
$632,574
0.12% of portfolio
|
Q4 2024
Added 22.71%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
2,786
shares
|
$629,636
0.07% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,786
shares
|
$629,636
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
2,781
shares
|
$628,506
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$627,828
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
2,769
shares
|
$625,794
0.37% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
2,760
shares
|
$623,760
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
2,748
shares
|
$621,048
0.33% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
2,734
shares
|
$617,884
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,732
shares
|
$617,432
0.13% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,732
shares
|
$617,432
0.28% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
2,729
shares
|
$616,754
0.07% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,722
shares
|
$615,172
0.0% of portfolio
|
Q3 2024
Added 17.23%
|