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 |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,408
shares
|
$290,568
0.09% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
1,405
shares
|
$289,949
0.11% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
1,405
shares
|
$289,949
0.19% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,404
shares
|
$289,743
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
1,402
shares
|
$289,330
0.1% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,401
shares
|
$289,124
0.36% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
1,400
shares
|
$288,918
0.07% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
1,397
shares
|
$288,298
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,396
shares
|
$288,092
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,395
shares
|
$287,886
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
1,392
shares
|
$287,267
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
1,385
shares
|
$285,822
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
1,382
shares
|
$285,203
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
1,381
shares
|
$284,996
0.08% of portfolio
|
Q4 2024
Reduced 29.93%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
1,379
shares
|
$284,584
0.02% of portfolio
|
Q1 2024
Added 36.4%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
1,379
shares
|
$284,584
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
1,377
shares
|
$284,171
0.1% of portfolio
|
Q4 2024
Reduced 59.3%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
1,376
shares
|
$283,965
0.34% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
1,375
shares
|
$283,758
0.14% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
1,369
shares
|
$282,520
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,364
shares
|
$281,488
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,363
shares
|
$281,282
0.07% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
1,355
shares
|
$279,631
0.03% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,353
shares
|
$279,218
0.17% of portfolio
|
Q4 2024
Reduced 72.92%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,353
shares
|
$279,218
0.1% of portfolio
|
Q4 2024
Added 0.07%
|