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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,648
shares
|
$715,336
0.04% of portfolio
|
Q4 2024
Reduced 29.7%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
3,647
shares
|
$715,140
0.02% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,645
shares
|
$714,748
0.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Savior LLC
|
Apr 22, 2025 Q1 2025 |
3,644
shares
|
$714,551
4.36% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
3,630
shares
|
$711,806
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,621
shares
|
$710,041
0.46% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,616
shares
|
$709,061
0.14% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
3,615
shares
|
$708,865
0.28% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,604
shares
|
$706,708
0.21% of portfolio
|
Q4 2024
Added 62.12%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,594
shares
|
$704,747
0.01% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,594
shares
|
$704,747
0.2% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,570
shares
|
$700,041
0.49% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
3,564
shares
|
$698,864
0.03% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,564
shares
|
$698,864
0.12% of portfolio
|
Q3 2023
Reduced 15.26%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
3,556
shares
|
$697,296
0.48% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
3,552
shares
|
$696,511
0.01% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
3,545
shares
|
$695,139
0.27% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
3,545
shares
|
$695,139
0.35% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,545
shares
|
$695,139
0.14% of portfolio
|
Q3 2020
Reduced 3.96%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
3,541
shares
|
$694,354
0.1% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,540
shares
|
$694,158
0.09% of portfolio
|
Q4 2024
Reduced 49.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,535
shares
|
$693,178
0.04% of portfolio
|
Q2 2022
Added 28.22%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
3,530
shares
|
$692,197
0.39% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
3,482
shares
|
$682,785
0.12% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
3,482
shares
|
$682,785
0.51% of portfolio
|
Q4 2024
New holding
|