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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,004
shares
|
$207,195
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$206,370
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$206,370
0.05% of portfolio
|
Q4 2023
Reduced 42.82%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$206,370
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$206,370
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$206,370
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
999
shares
|
$206,163
0.06% of portfolio
|
Q1 2024
Reduced 6.98%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
996
shares
|
$205,544
0.0% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
993
shares
|
$204,925
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
992
shares
|
$204,719
0.04% of portfolio
|
Q2 2024
Reduced 21.7%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
991
shares
|
$204,512
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
991
shares
|
$204,512
0.01% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
989
shares
|
$204,099
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
989
shares
|
$204,099
0.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
985
shares
|
$203,274
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
985
shares
|
$203,274
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
979
shares
|
$202,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
973
shares
|
$200,798
0.03% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
970
shares
|
$200,178
0.23% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
968
shares
|
$199,766
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
966
shares
|
$199,353
0.13% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
965
shares
|
$199,147
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
964
shares
|
$198,940
0.1% of portfolio
|
Q4 2024
Added 221.33%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
962
shares
|
$198,527
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
961
shares
|
$198,321
0.01% of portfolio
|
Q3 2024
New holding
|