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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
6,443
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,436
shares
|
$1.45 Million
0.18% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,428
shares
|
$1.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
6,425
shares
|
$1.45 Million
0.83% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
6,417
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
6,399
shares
|
$1.45 Million
1.05% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,362
shares
|
$1.44 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
|
$1.43 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,327
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Reduced 77.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
6,306
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,296
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
6,280
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,271
shares
|
$1.42 Million
0.22% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
6,267
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
6,267
shares
|
$1.42 Million
0.19% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
6,258
shares
|
$1.41 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
6,244
shares
|
$1.41 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
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
6,234
shares
|
$1.41 Million
0.71% of portfolio
|
Q4 2024
Reduced 68.61%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
6,232
shares
|
$1.41 Million
0.57% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
6,210
shares
|
$1.4 Million
0.64% of portfolio
|
Q4 2024
Added 109.87%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
6,200
shares
|
$1.4 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,165
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
6,150
shares
|
$1.39 Million
0.4% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,110
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 10.79%
|