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 2,948 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
3,402
shares
|
$702,070
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
3,401
shares
|
$701,864
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
3,400
shares
|
$701,658
0.22% of portfolio
|
Q4 2024
Reduced 70.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,397
shares
|
$701,038
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
3,391
shares
|
$699,800
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
3,389
shares
|
$699,387
0.06% of portfolio
|
Q4 2024
Added 58.22%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
3,387
shares
|
$698,975
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,384
shares
|
$698,356
0.6% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,384
shares
|
$698,356
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,381
shares
|
$697,736
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
3,377
shares
|
$696,911
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,370
shares
|
$695,466
0.04% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,357
shares
|
$692,784
0.2% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,357
shares
|
$692,784
0.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,355
shares
|
$692,371
0.13% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
3,353
shares
|
$691,958
0.1% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
3,353
shares
|
$691,958
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,352
shares
|
$691,752
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,345
shares
|
$690,307
0.12% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,333
shares
|
$687,831
0.04% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
3,320
shares
|
$685,148
0.17% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
3,317
shares
|
$684,529
0.69% of portfolio
|
Q4 2024
Added 25.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,313
shares
|
$683,703
0.05% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,313
shares
|
$683,703
0.09% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,307
shares
|
$682,465
0.05% of portfolio
|
Q4 2024
Added 2.42%
|