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 2,948 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,525
shares
|
$1.35 Million
0.23% of portfolio
|
Q1 2023
Reduced 65.48%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,507
shares
|
$1.34 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
6,500
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2023
Reduced 6.94%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
6,489
shares
|
$1.34 Million
0.54% of portfolio
|
Q3 2022
Added 416.23%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
6,486
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
6,464
shares
|
$1.33 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,448
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
6,443
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,436
shares
|
$1.33 Million
0.18% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,428
shares
|
$1.33 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
6,425
shares
|
$1.33 Million
0.83% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
6,417
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
6,399
shares
|
$1.32 Million
1.05% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,362
shares
|
$1.31 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
6,338
shares
|
$1.31 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,327
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2024
Reduced 77.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
6,306
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,296
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
6,280
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,271
shares
|
$1.29 Million
0.22% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
6,267
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
6,258
shares
|
$1.29 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
6,244
shares
|
$1.29 Million
0.35% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
6,244
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
6,234
shares
|
$1.29 Million
0.71% of portfolio
|
Q4 2024
Reduced 68.61%
|