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 2,954 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 $60.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,298
shares
|
$260,184
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,295
shares
|
$259,582
0.03% of portfolio
|
Q1 2022
Reduced 8.8%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
1,294
shares
|
$259,382
0.08% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,293
shares
|
$259,181
0.04% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,293
shares
|
$259,181
0.06% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
1,293
shares
|
$259,181
0.03% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
1,292
shares
|
$258,981
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
1,292
shares
|
$258,981
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,291
shares
|
$258,780
0.09% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,286
shares
|
$257,778
0.03% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
1,271
shares
|
$254,771
0.0% of portfolio
|
Q4 2024
Added 279.4%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
1,271
shares
|
$254,771
0.2% of portfolio
|
Q4 2024
Added 29.56%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
1,262
shares
|
$252,967
0.14% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
1,259
shares
|
$252,366
0.11% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
1,258
shares
|
$252,166
0.03% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
1,257
shares
|
$251,965
0.09% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
1,257
shares
|
$251,965
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,256
shares
|
$251,765
0.08% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
1,254
shares
|
$251,364
0.06% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
1,254
shares
|
$251,364
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
1,246
shares
|
$249,760
0.06% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,245
shares
|
$249,560
0.03% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1,244
shares
|
$249,359
0.09% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
1,243
shares
|
$249,159
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
1,240
shares
|
$248,558
0.13% of portfolio
|
Q4 2024
Added 9.35%
|