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 Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,386
shares
|
$539,236
0.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
2,384
shares
|
$538,784
0.06% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,383
shares
|
$538,558
0.04% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,383
shares
|
$538,558
0.26% of portfolio
|
Q1 2024
Added 23.92%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
2,378
shares
|
$537,428
0.14% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
2,372
shares
|
$536,072
0.26% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
2,366
shares
|
$534,716
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,348
shares
|
$530,648
0.23% of portfolio
|
Q2 2024
Reduced 26.44%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,346
shares
|
$530,196
0.19% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,334
shares
|
$527,484
0.2% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Nantahala Capital Management, LLC
New Canaan, CT |
Nov 14, 2024 Q3 2024 |
2,331
shares
|
$526,806
0.03% of portfolio
|
Q3 2024
Added 53.76%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,329
shares
|
$526,354
0.02% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
2,329
shares
|
$526,354
0.04% of portfolio
|
Q3 2024
Added 95.06%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
2,327
shares
|
$525,902
0.21% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,322
shares
|
$524,772
0.33% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,314
shares
|
$522,964
0.15% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
2,307
shares
|
$521,382
0.13% of portfolio
|
Q3 2024
Added 751.29%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,306
shares
|
$521,156
0.03% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
2,299
shares
|
$519,574
0.17% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,297
shares
|
$519,122
0.23% of portfolio
|
Q3 2024
Added 24.16%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,286
shares
|
$516,636
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,284
shares
|
$516,184
0.11% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,276
shares
|
$514,376
0.01% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,276
shares
|
$514,376
0.19% of portfolio
|
Q3 2024
Added 33.88%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,270
shares
|
$513,020
0.12% of portfolio
|
Q4 2024
Reduced 12.56%
|