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 2,910 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $70 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
41,034
shares
|
$9.27 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
40,932
shares
|
$9.25 Million
0.59% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
40,868
shares
|
$9.23 Million
0.35% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,864
shares
|
$9.23 Million
0.29% of portfolio
|
Q2 2020
Added 7.84%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
40,779
shares
|
$9.21 Million
1.4% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
40,411
shares
|
$9.13 Million
0.09% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Feb 14, 2025 Q4 2024 |
40,317
shares
|
$9.11 Million
6.16% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
40,006
shares
|
$9.04 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
40,000
shares
|
$9.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
39,862
shares
|
$9.01 Million
3.83% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,830
shares
|
$9 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,712
shares
|
$8.97 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
39,698
shares
|
$8.97 Million
2.31% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
39,621
shares
|
$8.95 Million
2.05% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
39,506
shares
|
$8.93 Million
4.57% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
39,449
shares
|
$8.91 Million
2.47% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
39,448
shares
|
$8.91 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
39,344
shares
|
$8.89 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
39,260
shares
|
$8.87 Million
0.91% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
39,140
shares
|
$8.84 Million
0.8% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
39,120
shares
|
$8.84 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
38,853
shares
|
$8.78 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Alpine Global Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
38,648
shares
|
$8.73 Million
2.47% of portfolio
|
Q4 2024
Added 544.13%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
38,608
shares
|
$8.72 Million
0.26% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
38,512
shares
|
$8.7 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.12%
|