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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,165
shares
|
$489,290
0.4% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,165
shares
|
$489,290
0.29% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
2,160
shares
|
$488,160
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,151
shares
|
$486,126
0.02% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,145
shares
|
$484,770
0.15% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
2,138
shares
|
$483,188
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,133
shares
|
$482,058
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
2,128
shares
|
$480,928
0.12% of portfolio
|
Q4 2023
Reduced 40.79%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
2,126
shares
|
$480,476
0.31% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,123
shares
|
$479,798
0.36% of portfolio
|
Q4 2024
Added 118.64%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,121
shares
|
$479,346
0.08% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
2,121
shares
|
$479,346
0.24% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
2,118
shares
|
$478,668
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
2,109
shares
|
$476,634
0.23% of portfolio
|
Q4 2024
Added 33.31%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,106
shares
|
$475,956
0.01% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,104
shares
|
$475,504
0.05% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
2,100
shares
|
$474,600
0.83% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
2,096
shares
|
$473,696
0.14% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
2,096
shares
|
$473,696
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,093
shares
|
$473,018
0.23% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
2,091
shares
|
$472,566
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
2,090
shares
|
$472,340
0.06% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
2,075
shares
|
$468,950
0.37% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,075
shares
|
$468,950
0.05% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,073
shares
|
$468,498
0.19% of portfolio
|
Q4 2024
Added 71.46%
|