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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,285
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5,251
shares
|
$1.08 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
5,247
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,240
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
5,240
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
5,238
shares
|
$1.08 Million
0.43% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
5,237
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,228
shares
|
$1.08 Million
1.43% of portfolio
|
Q4 2024
Reduced 36.21%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
5,226
shares
|
$1.08 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,225
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,208
shares
|
$1.07 Million
0.38% of portfolio
|
Q4 2021
Reduced 6.01%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Feb 03, 2025 Q4 2024 |
5,176
shares
|
$1.07 Million
1.24% of portfolio
|
Q4 2024
Reduced 54.98%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
5,157
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
5,144
shares
|
$1.06 Million
0.42% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,142
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,140
shares
|
$1.06 Million
0.55% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,134
shares
|
$1.06 Million
0.23% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,130
shares
|
$1.06 Million
0.61% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
5,124
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,113
shares
|
$1.06 Million
0.17% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
5,079
shares
|
$1.05 Million
0.39% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,066
shares
|
$1.05 Million
0.74% of portfolio
|
Q1 2024
Reduced 97.26%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
5,050
shares
|
$1.04 Million
0.54% of portfolio
|
Q4 2024
Added 61.65%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
5,049
shares
|
$1.04 Million
0.4% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
5,042
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.31%
|