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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
915
shares
|
$183,411
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
910
shares
|
$182,409
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
910
shares
|
$182,409
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
906
shares
|
$181,607
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
899
shares
|
$180,204
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
897
shares
|
$179,803
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
882
shares
|
$176,796
0.03% of portfolio
|
Q3 2024
Added 46.27%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
871
shares
|
$174,591
0.02% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
869
shares
|
$174,191
0.04% of portfolio
|
Q4 2024
Added 146.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
859
shares
|
$172,186
0.06% of portfolio
|
Q4 2023
Added 56.47%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
853
shares
|
$170,983
0.1% of portfolio
|
Q4 2024
Added 67.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
840
shares
|
$168,378
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
830
shares
|
$166,373
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
820
shares
|
$164,369
0.13% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
807
shares
|
$161,763
0.05% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
807
shares
|
$161,763
0.09% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
805
shares
|
$161,362
0.05% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
800
shares
|
$160,360
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
787
shares
|
$157,754
0.03% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
786
shares
|
$157,553
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
774
shares
|
$155,148
0.02% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
774
shares
|
$155,148
0.06% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
766
shares
|
$153,544
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
757
shares
|
$151,740
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
752
shares
|
$150,738
0.03% of portfolio
|
Q1 2025
Reduced 6.58%
|