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 2,846 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $68.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$6,708
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$6,708
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
29
shares
|
$6,484
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
29
shares
|
$6,484
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
27
shares
|
$6,037
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
27
shares
|
$6,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
25
shares
|
$5,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$5,143
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
20
shares
|
$4,472
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
19
shares
|
$4,248
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
17
shares
|
$3,801
0.0% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
16
shares
|
$3,577
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
14
shares
|
$3,130
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
13
shares
|
$2,907
0.0% of portfolio
|
Q1 2023
Reduced 98.24%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
12
shares
|
$2,683
0.0% of portfolio
|
Q4 2024
Reduced 94.71%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
12
shares
|
$2,683
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
11
shares
|
$2,459
0.0% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
11
shares
|
$2,459
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$2,236
0.2% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
9
shares
|
$2,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
8
shares
|
$1,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
7
shares
|
$1,565
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
6
shares
|
$1,341
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
5
shares
|
$1,118
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
5
shares
|
$1,118
0.0% of portfolio
|
Q4 2024
New holding
|