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 2,910 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $70 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
1,923
shares
|
$434,540
0.12% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,919
shares
|
$433,636
0.21% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,912
shares
|
$432,054
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
1,905
shares
|
$430,472
0.28% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
1,900
shares
|
$429,343
0.24% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,898
shares
|
$428,891
0.14% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
1,895
shares
|
$428,213
0.0% of portfolio
|
Q4 2024
Added 1894.74%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
1,891
shares
|
$427,309
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,891
shares
|
$427,309
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,886
shares
|
$426,179
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$425,501
0.12% of portfolio
|
Q2 2022
Added 14.19%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,877
shares
|
$424,145
0.15% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
1,873
shares
|
$423,241
0.04% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,871
shares
|
$422,789
0.16% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,863
shares
|
$420,982
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
1,860
shares
|
$420,304
0.23% of portfolio
|
Q4 2021
Reduced 15.76%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
1,860
shares
|
$420,304
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,856
shares
|
$419,400
0.04% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,852
shares
|
$418,496
0.03% of portfolio
|
Q4 2024
Reduced 17.62%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
1,849
shares
|
$417,818
0.0% of portfolio
|
Q4 2024
Added 41.47%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,843
shares
|
$416,462
0.1% of portfolio
|
Q4 2024
Added 65.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,842
shares
|
$416,236
0.04% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,842
shares
|
$416,236
0.27% of portfolio
|
Q3 2022
Added 11.37%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,841
shares
|
$416,010
0.33% of portfolio
|
Q2 2022
Added 16636.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,838
shares
|
$415,332
0.2% of portfolio
|
Q4 2023
Added 0.49%
|