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 |
|---|---|---|---|---|---|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
1,536
shares
|
$316,984
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
1,525
shares
|
$314,714
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,516
shares
|
$312,856
0.03% of portfolio
|
Q1 2023
Reduced 17.92%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
1,512
shares
|
$312,031
0.02% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
1,505
shares
|
$310,586
0.15% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,505
shares
|
$310,586
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
1,504
shares
|
$310,380
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
1,502
shares
|
$309,967
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,502
shares
|
$309,967
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,502
shares
|
$309,967
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$309,555
0.03% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,499
shares
|
$309,348
0.05% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,499
shares
|
$309,348
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,499
shares
|
$309,348
0.03% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,498
shares
|
$309,142
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
1,495
shares
|
$308,523
0.17% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
1,491
shares
|
$307,697
0.03% of portfolio
|
Q4 2024
Added 47.62%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,488
shares
|
$307,078
0.05% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,485
shares
|
$306,459
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
1,484
shares
|
$306,253
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
1,479
shares
|
$305,221
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,474
shares
|
$304,189
0.22% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
1,472
shares
|
$303,776
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
1,472
shares
|
$303,776
0.1% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
1,468
shares
|
$302,951
0.07% of portfolio
|
Q4 2024
Added 7.15%
|