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 2,761 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $69.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
1,900
shares
|
$430,312
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
1,900
shares
|
$430,312
0.24% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,898
shares
|
$429,859
0.14% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$429,632
0.07% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,891
shares
|
$428,273
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,889
shares
|
$427,820
0.01% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,887
shares
|
$427,367
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,886
shares
|
$427,141
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$426,461
0.12% of portfolio
|
Q2 2022
Added 14.19%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,877
shares
|
$425,102
0.15% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,874
shares
|
$424,423
0.03% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,871
shares
|
$423,744
0.16% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,863
shares
|
$421,932
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
1,860
shares
|
$421,252
0.23% of portfolio
|
Q4 2021
Reduced 15.76%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
1,860
shares
|
$421,252
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
1,859
shares
|
$421,026
0.0% of portfolio
|
Q3 2024
Added 57.01%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
1,859
shares
|
$421,026
0.21% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
1,858
shares
|
$420,799
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,856
shares
|
$420,346
0.04% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,843
shares
|
$417,402
0.1% of portfolio
|
Q4 2024
Added 65.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,842
shares
|
$417,176
0.04% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,842
shares
|
$417,176
0.27% of portfolio
|
Q3 2022
Added 11.37%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,841
shares
|
$416,949
0.33% of portfolio
|
Q2 2022
Added 16636.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,838
shares
|
$416,270
0.2% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
1,837
shares
|
$416,043
0.0% of portfolio
|
Q3 2024
Reduced 39.41%
|