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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
882
shares
|
$199,755
0.03% of portfolio
|
Q3 2024
Added 46.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
859
shares
|
$194,546
0.06% of portfolio
|
Q4 2023
Added 56.47%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
850
shares
|
$192,508
0.11% of portfolio
|
Q2 2024
Reduced 39.76%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
830
shares
|
$187,978
0.0% of portfolio
|
Q2 2024
Added 93.02%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
820
shares
|
$185,713
0.12% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
807
shares
|
$182,769
0.05% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
807
shares
|
$182,769
0.09% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
805
shares
|
$182,316
0.03% of portfolio
|
Q4 2024
Added 28.8%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
805
shares
|
$182,316
0.05% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
800
shares
|
$181,184
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
786
shares
|
$178,013
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
786
shares
|
$178,013
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
782
shares
|
$177,107
0.02% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
774
shares
|
$175,295
0.02% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
774
shares
|
$175,295
0.06% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
757
shares
|
$171,445
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
750
shares
|
$169,860
0.02% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
747
shares
|
$169,180
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
743
shares
|
$168,274
0.02% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
740
shares
|
$167,595
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
733
shares
|
$166,009
0.09% of portfolio
|
Q3 2024
Reduced 53.7%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
725
shares
|
$164,198
0.03% of portfolio
|
Q3 2024
Added 38.1%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
721
shares
|
$163,292
0.11% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
708
shares
|
$160,347
0.03% of portfolio
|
Q4 2024
Added 1546.51%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
700
shares
|
$158,536
0.03% of portfolio
|
Q1 2024
Reduced 6.67%
|