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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
168
shares
|
$36,590
0.0% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
167
shares
|
$36,372
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
166
shares
|
$36,154
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
165
shares
|
$35,937
0.0% of portfolio
|
Q3 2023
Reduced 23.26%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
165
shares
|
$35,937
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
160
shares
|
$34,848
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
159
shares
|
$34,630
0.01% of portfolio
|
Q4 2024
Added 224.49%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
152
shares
|
$33,105
0.0% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$32,670
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
150
shares
|
$32,670
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
150
shares
|
$32,670
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
150
shares
|
$32,670
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
147
shares
|
$32,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
146
shares
|
$31,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
146
shares
|
$31,798
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
140
shares
|
$30,492
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
138
shares
|
$30,056
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
135
shares
|
$29,403
0.02% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
135
shares
|
$29,403
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
133
shares
|
$28,967
0.01% of portfolio
|
Q2 2023
Reduced 1.48%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
133
shares
|
$28,967
0.02% of portfolio
|
Q1 2024
Added 786.67%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
131
shares
|
$28,531
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
129
shares
|
$28,096
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
125
shares
|
$27,225
0.01% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
122
shares
|
$26,571
0.01% of portfolio
|
Q4 2024
New holding
|