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 2,713 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $69.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
23
shares
|
$5,250
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
22
shares
|
$5,022
0.0% of portfolio
|
Q2 2024
Reduced 87.43%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
19
shares
|
$4,337
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
18
shares
|
$4,109
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
17
shares
|
$3,880
0.0% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
14
shares
|
$3,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
13
shares
|
$2,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
13
shares
|
$2,967
0.0% of portfolio
|
Q1 2023
Reduced 98.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
12
shares
|
$2,739
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
11
shares
|
$2,511
0.0% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
11
shares
|
$2,511
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$2,282
0.2% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
9
shares
|
$2,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
8
shares
|
$1,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
7
shares
|
$1,598
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
6
shares
|
$1,369
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,141
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3
shares
|
$684
0.0% of portfolio
|
Q2 2022
Reduced 94.55%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
2
shares
|
$456
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1
shares
|
$228
0.0% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
1
shares
|
$228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
1
shares
|
$228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|