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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,060
shares
|
$465,560
0.09% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,059
shares
|
$465,334
0.04% of portfolio
|
Q3 2022
Reduced 8.81%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,058
shares
|
$465,108
0.1% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,056
shares
|
$464,656
0.01% of portfolio
|
Q3 2024
Reduced 51.2%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,053
shares
|
$463,978
0.07% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
2,053
shares
|
$463,978
0.3% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
2,049
shares
|
$463,074
0.31% of portfolio
|
Q4 2024
Added 19.54%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,047
shares
|
$462,622
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,035
shares
|
$459,910
0.02% of portfolio
|
Q2 2021
Added 17.09%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
2,031
shares
|
$459,006
0.08% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
2,029
shares
|
$458,554
0.21% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,028
shares
|
$458,328
0.08% of portfolio
|
Q2 2023
Added 2.53%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
2,027
shares
|
$458,102
0.02% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,026
shares
|
$457,876
0.18% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
2,019
shares
|
$456,294
0.03% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,013
shares
|
$454,938
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
2,012
shares
|
$454,712
0.07% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
2,011
shares
|
$454,486
0.15% of portfolio
|
Q4 2022
Reduced 46.17%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
2,009
shares
|
$454,034
0.38% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
2,007
shares
|
$453,582
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
2,007
shares
|
$453,582
0.14% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,006
shares
|
$453,356
0.13% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
2,002
shares
|
$452,452
0.27% of portfolio
|
Q1 2024
Added 62.9%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
2,002
shares
|
$452,452
0.13% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$452,000
0.32% of portfolio
|
Q3 2024
New holding
|