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 Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
122
shares
|
$26,571
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
122
shares
|
$26,571
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
119
shares
|
$25,918
0.01% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
118
shares
|
$25,700
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
117
shares
|
$25,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
117
shares
|
$25,482
0.01% of portfolio
|
Q1 2024
Reduced 61.64%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
117
shares
|
$25,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
110
shares
|
$23,958
0.02% of portfolio
|
Q4 2024
Reduced 45.81%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
107
shares
|
$23,304
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
107
shares
|
$23,304
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
106
shares
|
$23,086
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
105
shares
|
$22,869
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$21,780
0.01% of portfolio
|
Q2 2024
Reduced 67.85%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
100
shares
|
$21,780
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$21,780
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
100
shares
|
$21,780
0.01% of portfolio
|
Q1 2024
Reduced 17.36%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
100
shares
|
$21,780
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
100
shares
|
$21,780
0.01% of portfolio
|
Q1 2024
Added 33.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
100
shares
|
$21,780
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
99
shares
|
$21,562
0.01% of portfolio
|
Q1 2024
Added 518.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
98
shares
|
$21,344
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
94
shares
|
$20,473
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
91
shares
|
$19,819
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
90
shares
|
$19,602
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
89
shares
|
$19,384
0.01% of portfolio
|
Q4 2019
New holding
|