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 2,948 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
1,085
shares
|
$223,911
0.06% of portfolio
|
Q4 2024
Added 62.67%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
1,078
shares
|
$222,466
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
1,077
shares
|
$222,260
0.09% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,068
shares
|
$220,403
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
1,067
shares
|
$220,196
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
1,067
shares
|
$220,196
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,065
shares
|
$219,784
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
1,064
shares
|
$219,577
0.07% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
1,064
shares
|
$219,577
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
1,059
shares
|
$218,545
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
1,058
shares
|
$218,339
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,054
shares
|
$217,513
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,053
shares
|
$217,307
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,053
shares
|
$217,307
0.1% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,051
shares
|
$216,894
0.17% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,049
shares
|
$216,482
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,048
shares
|
$216,275
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
1,047
shares
|
$216,069
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,047
shares
|
$216,069
0.1% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1,047
shares
|
$216,069
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,046
shares
|
$215,863
0.05% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
1,046
shares
|
$215,863
0.03% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
1,044
shares
|
$215,450
0.04% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
1,042
shares
|
$215,037
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,038
shares
|
$214,212
0.15% of portfolio
|
Q4 2024
Reduced 0.76%
|