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 |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,689
shares
|
$329,118
0.06% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,688
shares
|
$328,923
0.04% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,682
shares
|
$327,754
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,681
shares
|
$327,559
0.02% of portfolio
|
Q2 2022
Added 13.73%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$327,559
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
1,680
shares
|
$327,364
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
1,680
shares
|
$327,364
0.12% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,670
shares
|
$325,416
0.11% of portfolio
|
Q2 2024
Reduced 32.72%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,665
shares
|
$324,441
0.19% of portfolio
|
Q4 2016
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,663
shares
|
$324,052
0.09% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,660
shares
|
$323,467
0.18% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,656
shares
|
$322,688
0.16% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,653
shares
|
$322,103
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
1,646
shares
|
$320,739
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
1,644
shares
|
$320,349
0.21% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
1,642
shares
|
$319,960
0.11% of portfolio
|
Q4 2024
Added 32.21%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
1,637
shares
|
$318,985
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
1,636
shares
|
$318,790
0.12% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
1,635
shares
|
$318,596
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,635
shares
|
$318,596
0.46% of portfolio
|
Q3 2023
Added 6.93%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
1,634
shares
|
$318,401
0.1% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,629
shares
|
$317,426
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
1,629
shares
|
$317,426
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,627
shares
|
$317,037
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
1,620
shares
|
$315,673
0.34% of portfolio
|
Q4 2024
New holding
|