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 |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,314
shares
|
$297,594
0.12% of portfolio
|
Q3 2024
Reduced 83.9%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
1,312
shares
|
$297,141
0.15% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
1,309
shares
|
$296,462
0.23% of portfolio
|
Q4 2020
Reduced 7.1%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
1,307
shares
|
$296,009
0.0% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
1,305
shares
|
$295,556
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
1,303
shares
|
$295,103
0.07% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,301
shares
|
$294,650
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,301
shares
|
$294,650
0.21% of portfolio
|
Q2 2024
Reduced 29.06%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,296
shares
|
$293,518
0.06% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,295
shares
|
$293,291
0.04% of portfolio
|
Q1 2022
Reduced 8.8%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
1,294
shares
|
$293,065
0.09% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,293
shares
|
$292,838
0.04% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
1,292
shares
|
$292,612
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
1,292
shares
|
$292,612
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
1,291
shares
|
$292,385
0.01% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,286
shares
|
$291,253
0.03% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,282
shares
|
$290,347
0.13% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,282
shares
|
$290,347
0.14% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
1,275
shares
|
$288,762
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
1,271
shares
|
$287,856
0.0% of portfolio
|
Q4 2024
Added 279.4%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
1,271
shares
|
$287,856
0.2% of portfolio
|
Q4 2024
Added 29.56%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,269
shares
|
$287,403
0.03% of portfolio
|
Q3 2024
Reduced 66.6%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
1,259
shares
|
$285,138
0.11% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
1,258
shares
|
$284,911
0.04% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
1,257
shares
|
$284,685
0.09% of portfolio
|
Q4 2023
Reduced 5.84%
|