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 |
|---|---|---|---|---|---|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
2,716
shares
|
$613,816
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,704
shares
|
$611,104
0.03% of portfolio
|
Q4 2024
Added 79.07%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,701
shares
|
$610,426
0.12% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,699
shares
|
$609,974
0.39% of portfolio
|
Q3 2024
Added 42.88%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
2,693
shares
|
$608,618
0.37% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,689
shares
|
$607,714
0.08% of portfolio
|
Q4 2024
Added 47.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,682
shares
|
$606,132
0.18% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
2,679
shares
|
$605,454
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,658
shares
|
$600,708
0.14% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
2,648
shares
|
$598,448
0.03% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
2,647
shares
|
$598,222
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
2,647
shares
|
$598,222
0.38% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,638
shares
|
$596,188
0.06% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,636
shares
|
$595,736
0.23% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
2,631
shares
|
$594,606
0.12% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
2,628
shares
|
$593,928
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,628
shares
|
$593,928
0.1% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
2,617
shares
|
$591,442
0.57% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
2,613
shares
|
$590,538
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,611
shares
|
$590,086
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
2,600
shares
|
$587,600
0.13% of portfolio
|
Q3 2022
Reduced 3.7%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,600
shares
|
$587,600
0.05% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,595
shares
|
$586,470
0.14% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,591
shares
|
$585,566
0.04% of portfolio
|
Q4 2020
Added 35.93%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,587
shares
|
$584,662
0.07% of portfolio
|
Q3 2024
Reduced 1.63%
|