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 |
|---|---|---|---|---|---|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
1,571
shares
|
$355,800
0.22% of portfolio
|
Q4 2022
Added 0.96%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
1,571
shares
|
$355,800
0.13% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,569
shares
|
$355,347
0.1% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,569
shares
|
$355,347
0.01% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,569
shares
|
$355,347
0.18% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
1,569
shares
|
$355,347
0.06% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
1,567
shares
|
$354,894
0.13% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,560
shares
|
$353,308
0.11% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,552
shares
|
$351,496
0.03% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,550
shares
|
$351,044
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
1,545
shares
|
$349,911
0.13% of portfolio
|
Q4 2024
Added 41.35%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
1,544
shares
|
$349,685
0.06% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
1,538
shares
|
$348,326
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
1,525
shares
|
$345,382
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,516
shares
|
$343,343
0.03% of portfolio
|
Q1 2023
Reduced 17.92%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,512
shares
|
$342,437
0.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,510
shares
|
$341,984
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,505
shares
|
$340,852
0.17% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,505
shares
|
$340,852
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
1,504
shares
|
$340,625
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,502
shares
|
$340,172
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
1,500
shares
|
$339,720
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$339,720
0.04% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$339,720
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,499
shares
|
$339,493
0.05% of portfolio
|
Q4 2024
Added 0.6%
|