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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,001
shares
|
$825,686
0.08% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
4,000
shares
|
$825,480
0.36% of portfolio
|
Q1 2020
Reduced 30.94%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$825,480
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$825,480
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,992
shares
|
$823,829
0.1% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,971
shares
|
$819,495
0.19% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,968
shares
|
$818,876
0.05% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Savior LLC
|
Jan 22, 2025 Q4 2024 |
3,967
shares
|
$818,669
5.02% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,967
shares
|
$818,669
0.0% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
3,945
shares
|
$814,129
0.68% of portfolio
|
Q4 2024
Added 55.44%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
3,943
shares
|
$813,716
0.26% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,940
shares
|
$813,097
0.36% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,937
shares
|
$812,478
0.15% of portfolio
|
Q3 2024
Added 563.91%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3,933
shares
|
$811,653
0.26% of portfolio
|
Q4 2024
Reduced 26.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,918
shares
|
$808,557
0.18% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,910
shares
|
$806,906
0.37% of portfolio
|
Q4 2024
Added 584.76%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,873
shares
|
$799,271
0.13% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,859
shares
|
$796,381
0.18% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
3,858
shares
|
$796,175
0.36% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,857
shares
|
$795,969
0.08% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
3,855
shares
|
$795,556
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
3,853
shares
|
$795,143
0.14% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,853
shares
|
$795,143
0.07% of portfolio
|
Q4 2024
Added 39.5%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,848
shares
|
$794,111
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
3,839
shares
|
$792,254
0.89% of portfolio
|
Q4 2024
New holding
|