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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
275
shares
|
$59,895
0.02% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
270
shares
|
$58,806
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
269
shares
|
$58,588
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
268
shares
|
$58,370
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
267
shares
|
$58,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
266
shares
|
$57,934
0.01% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
263
shares
|
$57,281
0.01% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
258
shares
|
$56,192
0.01% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
257
shares
|
$55,974
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
252
shares
|
$54,885
0.02% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$54,450
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
248
shares
|
$54,014
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
245
shares
|
$53,361
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
245
shares
|
$53,361
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
244
shares
|
$53,143
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
240
shares
|
$52,272
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
239
shares
|
$52,054
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
237
shares
|
$51,618
0.03% of portfolio
|
Q4 2024
Reduced 39.07%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
235
shares
|
$51,183
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
234
shares
|
$50,965
0.05% of portfolio
|
Q2 2024
Added 568.57%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
227
shares
|
$49,440
0.02% of portfolio
|
Q3 2022
Reduced 14.66%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
225
shares
|
$49,005
0.04% of portfolio
|
Q4 2024
Reduced 87.67%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
223
shares
|
$48,569
0.03% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
220
shares
|
$47,916
0.02% of portfolio
|
Q1 2024
Added 1.38%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
220
shares
|
$47,916
0.03% of portfolio
|
Q4 2020
New holding
|