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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,267
shares
|
$512,342
0.05% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,263
shares
|
$511,438
0.27% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,260
shares
|
$510,760
0.1% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
2,260
shares
|
$510,760
0.19% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,258
shares
|
$510,308
0.02% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,248
shares
|
$508,048
0.04% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
2,237
shares
|
$505,562
0.19% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,235
shares
|
$505,110
0.06% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,234
shares
|
$504,884
0.09% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
2,231
shares
|
$504,206
0.08% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,229
shares
|
$503,754
0.07% of portfolio
|
Q4 2024
Reduced 34.5%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,227
shares
|
$503,302
0.1% of portfolio
|
Q1 2022
Added 7.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,226
shares
|
$503,076
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,226
shares
|
$503,076
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
2,223
shares
|
$502,398
0.02% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,223
shares
|
$502,398
0.21% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
2,203
shares
|
$497,878
0.33% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,197
shares
|
$496,522
0.12% of portfolio
|
Q4 2019
Added 21.82%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,188
shares
|
$494,488
0.16% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,186
shares
|
$494,036
0.09% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$493,358
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,181
shares
|
$492,906
0.06% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,171
shares
|
$490,646
0.05% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
2,166
shares
|
$489,516
0.07% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,165
shares
|
$489,290
0.1% of portfolio
|
Q4 2024
Added 4.84%
|