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 |
|---|---|---|---|---|---|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
421
shares
|
$84,389
0.03% of portfolio
|
Q4 2024
Added 114.8%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
420
shares
|
$84,189
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
417
shares
|
$83,587
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
412
shares
|
$82,585
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
411
shares
|
$82,384
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
405
shares
|
$81,182
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
404
shares
|
$80,981
0.03% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$80,180
0.02% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
400
shares
|
$80,180
0.01% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
400
shares
|
$80,180
0.06% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
397
shares
|
$79,578
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
393
shares
|
$78,776
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
388
shares
|
$77,774
0.03% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
380
shares
|
$76,171
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
377
shares
|
$75,569
0.05% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
377
shares
|
$75,569
0.06% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
375
shares
|
$75,168
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
371
shares
|
$74,366
0.02% of portfolio
|
Q4 2024
Added 26.19%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
370
shares
|
$74,166
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
368
shares
|
$73,765
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
365
shares
|
$73,164
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
356
shares
|
$71,360
0.02% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
352
shares
|
$70,558
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
351
shares
|
$70,357
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
340
shares
|
$68,153
0.1% of portfolio
|
Q4 2024
Added 8.63%
|