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 |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
1,466
shares
|
$331,316
0.06% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,451
shares
|
$327,926
0.04% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
1,450
shares
|
$327,700
0.07% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,450
shares
|
$327,700
0.14% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,449
shares
|
$327,474
0.03% of portfolio
|
Q2 2023
Reduced 28.69%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
1,448
shares
|
$327,248
0.01% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,446
shares
|
$326,796
0.19% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,445
shares
|
$326,570
0.2% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,444
shares
|
$326,344
0.06% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,437
shares
|
$324,762
0.12% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,434
shares
|
$324,084
0.05% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
1,434
shares
|
$324,084
0.15% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
1,432
shares
|
$323,632
0.16% of portfolio
|
Q3 2024
Added 26.5%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
1,432
shares
|
$323,632
0.16% of portfolio
|
Q4 2024
Reduced 64.33%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,431
shares
|
$323,406
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,429
shares
|
$322,954
0.2% of portfolio
|
Q1 2023
Reduced 2.32%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
1,426
shares
|
$322,276
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,423
shares
|
$321,598
0.1% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,414
shares
|
$319,564
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
1,413
shares
|
$319,338
0.11% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,408
shares
|
$318,208
0.05% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,408
shares
|
$318,208
0.09% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
1,405
shares
|
$317,530
0.19% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,403
shares
|
$317,078
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
1,402
shares
|
$316,852
0.1% of portfolio
|
Q4 2024
Added 0.14%
|