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 2,938 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
35,100
shares
|
$7.32 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
35,076
shares
|
$7.31 Million
0.95% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jan 23, 2025 Q4 2024 |
34,860
shares
|
$7.27 Million
3.95% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
34,776
shares
|
$7.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
34,510
shares
|
$7.19 Million
0.16% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
34,169
shares
|
$7.12 Million
0.43% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
34,089
shares
|
$7.11 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
34,042
shares
|
$7.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
34,023
shares
|
$7.09 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
33,955
shares
|
$7.08 Million
6.19% of portfolio
|
Q3 2024
Reduced 61.81%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Feb 05, 2025 Q4 2024 |
33,844
shares
|
$7.06 Million
6.02% of portfolio
|
Q4 2024
Added 79.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
33,804
shares
|
$7.05 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
33,582
shares
|
$7 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
33,500
shares
|
$6.98 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
33,493
shares
|
$6.98 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
33,490
shares
|
$6.98 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
33,476
shares
|
$6.98 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
33,456
shares
|
$6.97 Million
4.57% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
33,206
shares
|
$6.92 Million
0.26% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
33,055
shares
|
$6.89 Million
0.93% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
32,654
shares
|
$6.81 Million
7.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
32,346
shares
|
$6.74 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
32,271
shares
|
$6.73 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
32,247
shares
|
$6.72 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
32,247
shares
|
$6.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 25.48%
|