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 2,950 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
1,138
shares
|
$233,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,132
shares
|
$232,727
0.06% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,131
shares
|
$232,522
0.09% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,130
shares
|
$232,316
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,130
shares
|
$232,316
0.03% of portfolio
|
Q4 2024
Reduced 63.6%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,129
shares
|
$232,111
0.21% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
1,129
shares
|
$232,111
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
1,129
shares
|
$232,111
4.75% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,125
shares
|
$231,288
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,123
shares
|
$230,877
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,120
shares
|
$230,260
0.26% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
1,117
shares
|
$229,644
0.02% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
1,115
shares
|
$229,232
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,111
shares
|
$228,410
0.06% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
1,110
shares
|
$228,204
0.03% of portfolio
|
Q1 2024
Added 5.21%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,108
shares
|
$227,793
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,104
shares
|
$226,971
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
1,104
shares
|
$226,971
0.14% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
1,104
shares
|
$226,971
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,102
shares
|
$226,560
0.1% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
1,101
shares
|
$226,354
0.14% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
1,100
shares
|
$226,149
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
1,095
shares
|
$225,121
0.19% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$225,121
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
1,092
shares
|
$224,504
0.02% of portfolio
|
Q4 2024
Added 12.93%
|