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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,266
shares
|
$636,412
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,262
shares
|
$635,633
0.09% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
3,260
shares
|
$635,243
0.13% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
3,259
shares
|
$635,048
0.55% of portfolio
|
Q4 2023
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,257
shares
|
$634,659
0.37% of portfolio
|
Q4 2024
Added 127.44%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
3,255
shares
|
$634,269
0.37% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,248
shares
|
$632,905
0.34% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
3,239
shares
|
$631,151
0.02% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
3,238
shares
|
$630,956
3.25% of portfolio
|
Q1 2025
Reduced 80.14%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,237
shares
|
$630,761
0.09% of portfolio
|
Q1 2025
Added 28.15%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
3,235
shares
|
$630,372
0.02% of portfolio
|
Q4 2024
Added 43.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,229
shares
|
$629,202
0.09% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
3,220
shares
|
$627,449
0.18% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
3,210
shares
|
$625,500
0.34% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,209
shares
|
$625,305
0.08% of portfolio
|
Q1 2022
Reduced 13.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,205
shares
|
$624,526
0.05% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
3,205
shares
|
$624,526
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,204
shares
|
$624,331
0.05% of portfolio
|
Q4 2024
Added 115.47%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,204
shares
|
$624,331
0.29% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,204
shares
|
$624,331
0.12% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,198
shares
|
$623,162
0.01% of portfolio
|
Q2 2024
Reduced 48.85%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,186
shares
|
$620,823
0.09% of portfolio
|
Q2 2024
Added 59.7%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
3,185
shares
|
$620,629
0.1% of portfolio
|
Q1 2021
Reduced 7.89%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
3,185
shares
|
$620,629
0.37% of portfolio
|
Q2 2024
Added 8.96%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
3,181
shares
|
$619,849
0.07% of portfolio
|
Q1 2025
Reduced 10.95%
|