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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,481
shares
|
$678,307
0.24% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,471
shares
|
$676,359
0.08% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,465
shares
|
$675,189
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,465
shares
|
$675,189
0.53% of portfolio
|
Q3 2024
Reduced 81.69%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
3,462
shares
|
$674,605
0.24% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
3,459
shares
|
$674,020
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,458
shares
|
$673,825
0.02% of portfolio
|
Q2 2024
Reduced 30.35%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
3,447
shares
|
$671,682
0.26% of portfolio
|
Q4 2024
Added 235.64%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
3,445
shares
|
$671,292
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,442
shares
|
$670,708
0.31% of portfolio
|
Q4 2024
Added 47.92%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
3,441
shares
|
$670,513
0.13% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
3,434
shares
|
$669,149
0.23% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,433
shares
|
$668,954
0.36% of portfolio
|
Q4 2024
Reduced 75.86%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
3,430
shares
|
$668,369
0.38% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,425
shares
|
$667,395
0.74% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
3,420
shares
|
$666,421
0.11% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
3,407
shares
|
$663,888
0.62% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
3,405
shares
|
$663,498
0.01% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
3,401
shares
|
$662,718
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
3,400
shares
|
$662,524
0.19% of portfolio
|
Q4 2024
Reduced 70.33%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
3,391
shares
|
$660,770
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,384
shares
|
$659,406
0.6% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,384
shares
|
$659,406
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,381
shares
|
$658,821
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
3,378
shares
|
$658,237
0.15% of portfolio
|
Q1 2025
Added 1.75%
|