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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
217
shares
|
$47,262
0.0% of portfolio
|
Q4 2023
Reduced 73.44%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
217
shares
|
$47,262
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
216
shares
|
$47,044
0.02% of portfolio
|
Q1 2024
Added 1250.0%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
213
shares
|
$46,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
212
shares
|
$46,173
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
211
shares
|
$45,955
0.03% of portfolio
|
Q2 2024
Reduced 86.62%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
209
shares
|
$45,520
0.02% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
208
shares
|
$45,302
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
206
shares
|
$44,866
0.01% of portfolio
|
Q2 2024
Reduced 51.42%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
201
shares
|
$43,777
0.01% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
201
shares
|
$43,777
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
201
shares
|
$43,777
0.02% of portfolio
|
Q4 2024
Reduced 98.69%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
201
shares
|
$43,777
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
197
shares
|
$42,906
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
195
shares
|
$42,471
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
195
shares
|
$42,471
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
187
shares
|
$40,728
0.02% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
186
shares
|
$40,510
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
185
shares
|
$40,293
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
177
shares
|
$38,550
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
175
shares
|
$38,115
0.01% of portfolio
|
Q4 2024
Added 49.57%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
175
shares
|
$38,115
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$37,461
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
172
shares
|
$37,461
0.01% of portfolio
|
Q4 2024
Reduced 56.68%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
171
shares
|
$37,243
0.02% of portfolio
|
Q4 2024
New holding
|