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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
956
shares
|
$197,289
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
956
shares
|
$197,289
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
954
shares
|
$196,876
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
954
shares
|
$196,876
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
953
shares
|
$196,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
951
shares
|
$196,257
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
950
shares
|
$196,051
0.05% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
950
shares
|
$196,051
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
950
shares
|
$196,051
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
946
shares
|
$195,226
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
944
shares
|
$194,813
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
944
shares
|
$194,813
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
944
shares
|
$194,813
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
944
shares
|
$194,813
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
939
shares
|
$193,781
0.01% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
936
shares
|
$193,162
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
932
shares
|
$192,336
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
930
shares
|
$191,924
0.02% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
930
shares
|
$191,924
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
928
shares
|
$191,511
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
925
shares
|
$190,892
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
924
shares
|
$190,685
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
921
shares
|
$190,066
0.01% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
921
shares
|
$190,066
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$189,860
0.07% of portfolio
|
Q3 2024
Added 82.9%
|