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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,682
shares
|
$380,939
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,681
shares
|
$380,712
0.02% of portfolio
|
Q2 2022
Added 13.73%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
1,680
shares
|
$380,486
0.12% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
1,678
shares
|
$380,033
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
1,674
shares
|
$379,127
0.0% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
1,670
shares
|
$378,221
0.28% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
1,670
shares
|
$378,221
0.11% of portfolio
|
Q2 2024
Reduced 32.72%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
1,670
shares
|
$378,221
0.12% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
1,665
shares
|
$377,089
0.02% of portfolio
|
Q4 2016
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,663
shares
|
$376,636
0.09% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,656
shares
|
$375,050
0.16% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,653
shares
|
$374,371
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,652
shares
|
$374,144
0.14% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
1,652
shares
|
$374,144
0.02% of portfolio
|
Q4 2024
Added 43.15%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,647
shares
|
$373,012
0.09% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,646
shares
|
$372,786
0.08% of portfolio
|
Q2 2024
Added 162.94%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
1,646
shares
|
$372,786
0.09% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
1,642
shares
|
$371,880
0.11% of portfolio
|
Q4 2024
Added 32.21%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,641
shares
|
$371,653
0.18% of portfolio
|
Q3 2024
Reduced 78.55%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
1,640
shares
|
$371,427
0.07% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,640
shares
|
$371,427
0.02% of portfolio
|
Q1 2023
Reduced 4.71%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,635
shares
|
$370,294
0.46% of portfolio
|
Q3 2023
Added 6.93%
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
1,634
shares
|
$370,068
0.22% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
1,634
shares
|
$370,068
0.24% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
1,632
shares
|
$369,615
1.59% of portfolio
|
Q3 2024
Reduced 21.31%
|