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 2,948 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
64,568
shares
|
$13.3 Million
2.67% of portfolio
|
Q1 2023
Added 5.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
64,406
shares
|
$13.3 Million
0.62% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
64,385
shares
|
$13.3 Million
0.59% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
64,368
shares
|
$13.3 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
64,366
shares
|
$13.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 42.08%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
64,284
shares
|
$13.3 Million
1.35% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
64,067
shares
|
$13.2 Million
0.27% of portfolio
|
Q4 2024
Added 76.61%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
63,913
shares
|
$13.2 Million
7.6% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
63,668
shares
|
$13.1 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
62,640
shares
|
$12.9 Million
0.48% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
62,515
shares
|
$12.9 Million
1.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
62,379
shares
|
$12.9 Million
3.98% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
61,857
shares
|
$12.8 Million
1.61% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,827
shares
|
$12.8 Million
0.4% of portfolio
|
Q4 2024
Added 44.95%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
61,779
shares
|
$12.7 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
60,850
shares
|
$12.6 Million
0.38% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
60,793
shares
|
$12.5 Million
5.58% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
60,751
shares
|
$12.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
60,660
shares
|
$12.5 Million
0.27% of portfolio
|
Q4 2024
Added 169.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
60,257
shares
|
$12.4 Million
0.23% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
60,176
shares
|
$12.4 Million
1.25% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
60,035
shares
|
$12.4 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
59,969
shares
|
$12.4 Million
2.66% of portfolio
|
Q4 2024
Reduced 30.17%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
59,557
shares
|
$12.3 Million
0.97% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Kadensa Capital LTD
Central, K3 |
Feb 14, 2025 Q4 2024 |
59,377
shares
|
$12.3 Million
1.8% of portfolio
|
Q4 2024
New holding
|