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 2,906 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $58.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,052
shares
|
$794,556
0.07% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
4,011
shares
|
$786,516
0.23% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,001
shares
|
$784,556
0.08% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
4,000
shares
|
$784,360
0.36% of portfolio
|
Q1 2020
Reduced 30.94%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$784,360
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$784,360
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,996
shares
|
$783,575
0.06% of portfolio
|
Q1 2025
Reduced 93.03%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,992
shares
|
$782,791
0.1% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
3,971
shares
|
$778,673
0.05% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,968
shares
|
$778,085
0.05% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,967
shares
|
$777,889
0.0% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,949
shares
|
$774,359
0.16% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,937
shares
|
$772,006
0.15% of portfolio
|
Q3 2024
Added 563.91%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3,933
shares
|
$771,221
0.26% of portfolio
|
Q4 2024
Reduced 26.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,918
shares
|
$768,280
0.18% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,910
shares
|
$766,711
0.37% of portfolio
|
Q4 2024
Added 584.76%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
3,900
shares
|
$764,751
0.61% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,873
shares
|
$759,456
0.13% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
3,858
shares
|
$756,515
0.36% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,857
shares
|
$756,319
0.08% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
3,851
shares
|
$755,142
0.6% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,848
shares
|
$754,554
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
3,839
shares
|
$752,789
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Apr 29, 2025 Q4 2024 |
3,832
shares
|
$751,416
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
3,825
shares
|
$750,044
0.02% of portfolio
|
Q1 2025
Reduced 11.68%
|