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 |
|---|---|---|---|---|---|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
4,834
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,818
shares
|
$1.05 Million
0.7% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
4,793
shares
|
$1.04 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
4,790
shares
|
$1.04 Million
0.62% of portfolio
|
Q4 2024
Added 49.22%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
4,772
shares
|
$1.04 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
4,769
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
4,768
shares
|
$1.04 Million
0.52% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
4,755
shares
|
$1.04 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
4,747
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
4,743
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
4,724
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,718
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
4,718
shares
|
$1.03 Million
0.63% of portfolio
|
Q1 2024
Added 66.6%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
4,687
shares
|
$1.02 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,683
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
4,674
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,667
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
4,667
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,667
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
4,643
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
4,640
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
4,639
shares
|
$1.01 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,628
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2021
Reduced 1.07%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
4,598
shares
|
$1 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
4,598
shares
|
$1 Million
0.34% of portfolio
|
Q1 2024
Reduced 9.81%
|