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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,384
shares
|
$737,035
0.6% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,384
shares
|
$737,035
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,381
shares
|
$736,381
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
3,377
shares
|
$735,510
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,370
shares
|
$733,986
0.04% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,357
shares
|
$731,154
0.2% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,357
shares
|
$731,154
0.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,355
shares
|
$730,719
0.13% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
3,353
shares
|
$730,283
0.1% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
3,353
shares
|
$730,283
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,352
shares
|
$730,065
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,345
shares
|
$728,541
0.12% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,333
shares
|
$725,927
0.04% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
3,320
shares
|
$723,096
0.17% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
3,317
shares
|
$722,442
0.69% of portfolio
|
Q4 2024
Added 25.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,313
shares
|
$721,571
0.05% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,313
shares
|
$721,571
0.09% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,307
shares
|
$720,264
0.05% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,306
shares
|
$720,046
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,301
shares
|
$718,957
0.09% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
3,300
shares
|
$718,740
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
3,297
shares
|
$718,086
0.25% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,290
shares
|
$716,562
0.13% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
3,275
shares
|
$713,295
0.13% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,272
shares
|
$712,641
0.0% of portfolio
|
Q4 2024
Added 20.21%
|