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 2,932 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 $65.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
456
shares
|
$99,316
0.04% of portfolio
|
Q4 2024
Added 1724.0%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$98,663
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
453
shares
|
$98,663
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
447
shares
|
$97,356
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
446
shares
|
$97,138
0.01% of portfolio
|
Q4 2024
Added 61.59%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$96,485
0.07% of portfolio
|
Q1 2024
Reduced 28.89%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
443
shares
|
$96,485
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
441
shares
|
$96,049
0.05% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
437
shares
|
$95,178
0.01% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
425
shares
|
$92,565
0.05% of portfolio
|
Q1 2022
Reduced 74.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
423
shares
|
$92,129
0.05% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
422
shares
|
$91,911
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
421
shares
|
$91,693
0.03% of portfolio
|
Q4 2024
Added 114.8%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
420
shares
|
$91,476
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
417
shares
|
$90,822
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
412
shares
|
$89,733
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
411
shares
|
$89,515
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
405
shares
|
$88,209
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
404
shares
|
$87,991
0.03% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$87,120
0.02% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
400
shares
|
$87,120
0.01% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
400
shares
|
$87,120
0.06% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
397
shares
|
$86,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
393
shares
|
$85,595
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
388
shares
|
$84,506
0.03% of portfolio
|
Q4 2024
Reduced 23.17%
|