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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,968
shares
|
$864,230
0.05% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Savior LLC
|
Jan 22, 2025 Q4 2024 |
3,967
shares
|
$864,012
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
|
$864,012
0.0% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
3,945
shares
|
$859,221
0.68% of portfolio
|
Q4 2024
Added 55.44%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
3,943
shares
|
$858,785
0.26% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,940
shares
|
$858,132
0.36% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,937
shares
|
$857,478
0.15% of portfolio
|
Q3 2024
Added 563.91%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3,933
shares
|
$856,607
0.26% of portfolio
|
Q4 2024
Reduced 26.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,918
shares
|
$853,340
0.18% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,910
shares
|
$851,598
0.37% of portfolio
|
Q4 2024
Added 584.76%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,873
shares
|
$843,539
0.13% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,859
shares
|
$840,490
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
|
$840,272
0.36% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,857
shares
|
$840,054
0.08% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
3,853
shares
|
$839,183
0.14% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,853
shares
|
$839,183
0.07% of portfolio
|
Q4 2024
Added 39.5%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,848
shares
|
$838,094
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
3,839
shares
|
$836,134
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
3,815
shares
|
$830,907
0.04% of portfolio
|
Q4 2024
Reduced 73.18%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,814
shares
|
$830,689
0.33% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
3,804
shares
|
$828,511
0.05% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
3,800
shares
|
$827,640
0.18% of portfolio
|
Q4 2024
Reduced 39.05%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
3,800
shares
|
$827,640
0.62% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,792
shares
|
$825,897
0.07% of portfolio
|
Q4 2024
Reduced 59.47%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
3,785
shares
|
$824,373
0.45% of portfolio
|
Q4 2024
Reduced 10.52%
|