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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
54,045
shares
|
$11.2 Million
2.64% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
53,630
shares
|
$11.1 Million
0.08% of portfolio
|
Q4 2024
Added 129.76%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
53,430
shares
|
$11 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
53,094
shares
|
$11 Million
0.73% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
53,060
shares
|
$10.9 Million
1.48% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
53,052
shares
|
$10.9 Million
0.57% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
52,599
shares
|
$10.9 Million
4.46% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
51,602
shares
|
$10.6 Million
0.15% of portfolio
|
Q4 2024
Added 178.88%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
51,495
shares
|
$10.6 Million
7.16% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
51,441
shares
|
$10.6 Million
0.16% of portfolio
|
Q4 2024
Added 718.86%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
50,969
shares
|
$10.5 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
50,821
shares
|
$10.5 Million
1.14% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
50,800
shares
|
$10.5 Million
24.77% of portfolio
|
Q4 2024
Reduced 42.01%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
50,764
shares
|
$10.5 Million
3.12% of portfolio
|
Q4 2024
Added 517.57%
|
|
|
Latigo Investments, LLC
|
Feb 05, 2025 Q4 2024 |
50,522
shares
|
$10.4 Million
5.74% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
50,477
shares
|
$10.4 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
50,397
shares
|
$10.4 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
50,323
shares
|
$10.4 Million
0.49% of portfolio
|
Q4 2024
Added 317.62%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
50,206
shares
|
$10.4 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
50,084
shares
|
$10.3 Million
0.77% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
49,967
shares
|
$10.3 Million
3.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
49,802
shares
|
$10.3 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
49,131
shares
|
$10.1 Million
8.79% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
48,771
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Added 282.76%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
48,440
shares
|
$10 Million
0.08% of portfolio
|
Q4 2024
Added 666.21%
|