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 2,946 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 $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,038
shares
|
$208,067
0.15% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
1,038
shares
|
$208,067
0.06% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
1,038
shares
|
$208,067
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
1,036
shares
|
$207,666
0.02% of portfolio
|
Q4 2023
Reduced 19.44%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,035
shares
|
$207,465
0.05% of portfolio
|
Q2 2024
Reduced 42.51%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
1,035
shares
|
$207,465
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
1,032
shares
|
$206,864
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
1,030
shares
|
$206,463
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
1,029
shares
|
$206,263
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
1,028
shares
|
$206,062
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,027
shares
|
$205,862
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
1,026
shares
|
$205,661
0.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
1,023
shares
|
$205,060
0.18% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,022
shares
|
$204,859
0.04% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,022
shares
|
$204,859
0.1% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,021
shares
|
$204,659
0.0% of portfolio
|
Q4 2024
Reduced 74.03%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$204,058
0.02% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,017
shares
|
$203,857
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
1,014
shares
|
$203,256
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
1,011
shares
|
$202,654
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,010
shares
|
$202,454
0.17% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,010
shares
|
$202,454
0.11% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,004
shares
|
$201,251
0.05% of portfolio
|
Q2 2024
Reduced 28.13%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,004
shares
|
$201,251
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
1,001
shares
|
$200,650
0.16% of portfolio
|
Q1 2025
Reduced 4.39%
|