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 |
|---|---|---|---|---|---|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,248
shares
|
$733,950
0.34% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
3,239
shares
|
$731,916
0.02% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
3,235
shares
|
$731,012
0.02% of portfolio
|
Q4 2024
Added 43.14%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,233
shares
|
$730,561
0.06% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
3,230
shares
|
$729,883
0.1% of portfolio
|
Q1 2024
Reduced 6.65%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,229
shares
|
$729,657
0.09% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,228
shares
|
$729,431
0.27% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,222
shares
|
$728,075
0.34% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,209
shares
|
$725,137
0.08% of portfolio
|
Q1 2022
Reduced 13.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,205
shares
|
$724,233
0.05% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,204
shares
|
$724,007
0.05% of portfolio
|
Q4 2024
Added 115.47%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,204
shares
|
$724,007
0.29% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,198
shares
|
$722,652
0.01% of portfolio
|
Q2 2024
Reduced 48.85%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,186
shares
|
$719,940
0.09% of portfolio
|
Q2 2024
Added 59.7%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,185
shares
|
$719,714
0.11% of portfolio
|
Q1 2021
Reduced 7.89%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
3,185
shares
|
$719,714
0.37% of portfolio
|
Q2 2024
Added 8.96%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,178
shares
|
$718,132
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
3,175
shares
|
$717,454
0.23% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
3,174
shares
|
$717,228
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,170
shares
|
$716,324
0.07% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,167
shares
|
$715,646
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
3,158
shares
|
$713,613
0.12% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
3,158
shares
|
$713,613
0.42% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
3,150
shares
|
$711,805
0.01% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,149
shares
|
$711,579
0.27% of portfolio
|
Q3 2024
New holding
|