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 2,902 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
2,557
shares
|
$498,257
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,553
shares
|
$497,477
0.13% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
2,548
shares
|
$496,503
0.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,534
shares
|
$493,775
0.03% of portfolio
|
Q3 2022
Reduced 11.98%
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
2,530
shares
|
$492,995
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,528
shares
|
$492,606
0.14% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
2,528
shares
|
$492,606
0.47% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,517
shares
|
$490,462
0.07% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
2,509
shares
|
$488,903
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
2,501
shares
|
$487,344
0.44% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
2,499
shares
|
$486,955
0.14% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
2,493
shares
|
$485,785
0.06% of portfolio
|
Q1 2025
Reduced 47.23%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
2,492
shares
|
$485,591
0.04% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,488
shares
|
$484,811
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,487
shares
|
$484,616
0.32% of portfolio
|
Q2 2022
Reduced 25.29%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
2,482
shares
|
$483,642
0.22% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
2,475
shares
|
$482,278
0.13% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,474
shares
|
$482,083
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,470
shares
|
$481,304
0.04% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,463
shares
|
$479,940
0.13% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,458
shares
|
$478,965
0.0% of portfolio
|
Q4 2024
Reduced 21.39%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
2,451
shares
|
$477,601
0.05% of portfolio
|
Q1 2025
Added 32.06%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
2,445
shares
|
$476,432
0.25% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
2,444
shares
|
$476,237
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,431
shares
|
$473,704
0.06% of portfolio
|
Q2 2022
Added 45.57%
|