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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
201
shares
|
$45,522
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
201
shares
|
$45,522
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$45,296
0.01% of portfolio
|
Q3 2024
Reduced 96.67%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
197
shares
|
$44,616
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
196
shares
|
$44,390
0.01% of portfolio
|
Q3 2024
Added 161.33%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
195
shares
|
$44,163
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
186
shares
|
$42,125
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
185
shares
|
$41,898
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
184
shares
|
$41,672
0.02% of portfolio
|
Q2 2024
Reduced 21.03%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
180
shares
|
$40,766
0.02% of portfolio
|
Q2 2022
Reduced 11.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
180
shares
|
$40,766
0.02% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
177
shares
|
$40,086
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
175
shares
|
$39,634
0.01% of portfolio
|
Q4 2024
Added 49.57%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$38,954
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
172
shares
|
$38,954
0.01% of portfolio
|
Q4 2024
Reduced 56.68%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
171
shares
|
$38,728
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
168
shares
|
$38,048
0.0% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
165
shares
|
$37,369
0.0% of portfolio
|
Q3 2023
Reduced 23.26%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
165
shares
|
$37,369
0.01% of portfolio
|
Q3 2024
Added 47.32%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
163
shares
|
$36,916
0.0% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$33,972
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
150
shares
|
$33,972
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
147
shares
|
$33,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
146
shares
|
$33,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
146
shares
|
$33,066
0.02% of portfolio
|
Q2 2024
New holding
|