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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,764
shares
|
$399,510
0.08% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,763
shares
|
$399,284
0.06% of portfolio
|
Q3 2024
Reduced 93.87%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
1,762
shares
|
$399,057
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
1,759
shares
|
$398,378
0.01% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,758
shares
|
$398,151
0.16% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
1,756
shares
|
$397,698
0.12% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,751
shares
|
$396,566
0.08% of portfolio
|
Q2 2024
Reduced 78.18%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,747
shares
|
$395,660
0.05% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,743
shares
|
$394,754
0.19% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
1,741
shares
|
$394,301
0.23% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,735
shares
|
$392,942
0.21% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
1,735
shares
|
$392,942
0.05% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
1,735
shares
|
$392,942
0.11% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
1,735
shares
|
$392,942
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
1,734
shares
|
$392,716
0.03% of portfolio
|
Q4 2024
Reduced 24.71%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
1,722
shares
|
$389,998
0.26% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
1,716
shares
|
$388,639
0.07% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,709
shares
|
$387,054
0.07% of portfolio
|
Q4 2024
Added 42.18%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,706
shares
|
$386,374
0.0% of portfolio
|
Q3 2024
Added 79.01%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
1,702
shares
|
$385,468
0.14% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,701
shares
|
$385,242
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$385,016
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$385,016
0.03% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
1,689
shares
|
$382,524
0.26% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
1,689
shares
|
$382,524
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|