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 |
|---|---|---|---|---|---|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
3,148
shares
|
$711,353
0.69% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,141
shares
|
$709,771
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,129
shares
|
$707,060
0.3% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,125
shares
|
$706,156
0.31% of portfolio
|
Q4 2024
Reduced 93.72%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,123
shares
|
$705,704
0.35% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,122
shares
|
$705,478
0.11% of portfolio
|
Q4 2024
Added 110.38%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,120
shares
|
$705,026
0.07% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
3,117
shares
|
$704,348
0.46% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,109
shares
|
$702,540
0.03% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
3,106
shares
|
$701,862
0.16% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
3,100
shares
|
$700,507
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,097
shares
|
$699,829
0.22% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,096
shares
|
$699,603
0.49% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,091
shares
|
$698,473
0.45% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,090
shares
|
$698,247
0.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
3,089
shares
|
$698,021
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,087
shares
|
$697,569
0.09% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
3,085
shares
|
$697,117
0.18% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,084
shares
|
$696,891
0.13% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
3,082
shares
|
$696,439
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,081
shares
|
$696,213
0.23% of portfolio
|
Q1 2024
Reduced 56.4%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
3,080
shares
|
$695,987
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
3,075
shares
|
$694,857
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
3,070
shares
|
$693,727
0.07% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
3,055
shares
|
$690,338
0.64% of portfolio
|
Q4 2024
New holding
|