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 2,946 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
509
shares
|
$102,029
0.01% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$100,225
0.04% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
500
shares
|
$100,225
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
500
shares
|
$100,225
0.01% of portfolio
|
Q4 2024
Reduced 86.16%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
499
shares
|
$100,024
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
493
shares
|
$98,821
0.1% of portfolio
|
Q1 2025
Added 98.79%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
490
shares
|
$98,220
0.01% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
488
shares
|
$97,819
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
485
shares
|
$97,218
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
484
shares
|
$97,017
0.04% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
475
shares
|
$95,213
0.04% of portfolio
|
Q4 2024
Added 49.37%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
472
shares
|
$94,612
0.01% of portfolio
|
Q4 2024
Added 109.78%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
468
shares
|
$93,810
0.01% of portfolio
|
Q1 2022
Added 51.46%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$90,803
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
453
shares
|
$90,803
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
449
shares
|
$90,002
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
447
shares
|
$89,601
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
446
shares
|
$89,400
0.01% of portfolio
|
Q4 2024
Added 61.59%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$88,799
0.07% of portfolio
|
Q1 2024
Reduced 28.89%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
443
shares
|
$88,799
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
441
shares
|
$88,398
0.05% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
437
shares
|
$87,596
0.01% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
425
shares
|
$85,191
0.05% of portfolio
|
Q1 2022
Reduced 74.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
423
shares
|
$84,790
0.05% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
422
shares
|
$84,589
0.0% of portfolio
|
Q3 2024
Added 0.24%
|