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 |
|---|---|---|---|---|---|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$247,995
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,088
shares
|
$246,410
0.02% of portfolio
|
Q2 2024
Added 108.83%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
1,088
shares
|
$246,410
0.0% of portfolio
|
Q3 2024
Reduced 51.41%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
1,085
shares
|
$245,730
0.06% of portfolio
|
Q4 2024
Added 62.67%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
1,084
shares
|
$245,504
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
1,078
shares
|
$244,145
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
1,077
shares
|
$243,918
0.09% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,072
shares
|
$242,786
0.01% of portfolio
|
Q3 2024
Reduced 43.55%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,068
shares
|
$241,880
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
1,067
shares
|
$241,654
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$241,201
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
1,064
shares
|
$240,974
0.07% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
1,064
shares
|
$240,974
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
1,059
shares
|
$239,842
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,054
shares
|
$238,709
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,053
shares
|
$238,483
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,053
shares
|
$238,483
0.1% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,051
shares
|
$238,030
0.17% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,049
shares
|
$237,577
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,048
shares
|
$237,351
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1,047
shares
|
$237,124
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,046
shares
|
$236,898
0.05% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,046
shares
|
$236,898
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
1,046
shares
|
$236,898
0.03% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
1,042
shares
|
$235,992
0.15% of portfolio
|
Q4 2024
Added 0.29%
|