Institutional Ownership Ishares Russell 2000 ETF (IWM)
Currently, there are no institutions holding Ishares Russell 2000 ETF (IWM). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
64,568
shares
|
$12.6 Million
2.67% of portfolio
|
Q1 2023
Added 5.5%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
64,368
shares
|
$12.5 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
64,152
shares
|
$12.5 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
64,094
shares
|
$12.5 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
63,997
shares
|
$12.5 Million
3.55% of portfolio
|
Q1 2025
Added 2591.21%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
62,911
shares
|
$12.3 Million
0.23% of portfolio
|
Q1 2025
Added 62.95%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
62,515
shares
|
$12.2 Million
1.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
62,193
shares
|
$12.1 Million
0.11% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
62,103
shares
|
$12.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 64.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,827
shares
|
$12 Million
0.4% of portfolio
|
Q4 2024
Added 44.95%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
61,742
shares
|
$12 Million
1.39% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
61,433
shares
|
$12 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
61,120
shares
|
$11.9 Million
0.93% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
60,565
shares
|
$11.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 31.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
60,360
shares
|
$11.8 Million
0.29% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
60,300
shares
|
$11.8 Million
1.78% of portfolio
|
Q1 2025
Reduced 68.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
60,197
shares
|
$11.7 Million
1.24% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
60,176
shares
|
$11.7 Million
1.25% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
60,161
shares
|
$11.7 Million
5.16% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
59,502
shares
|
$11.6 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
59,463
shares
|
$11.6 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
59,188
shares
|
$11.5 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
58,816
shares
|
$11.5 Million
1.49% of portfolio
|
Q1 2025
Reduced 56.43%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
58,765
shares
|
$11.5 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
58,527
shares
|
$11.4 Million
4.1% of portfolio
|
Q1 2025
Added 169.88%
|