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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,841
shares
|
$641,980
0.04% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
2,837
shares
|
$641,076
0.08% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,831
shares
|
$639,721
0.06% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,824
shares
|
$638,139
0.15% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
2,814
shares
|
$635,879
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Feb 04, 2025 Q4 2024 |
2,800
shares
|
$632,716
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
2,799
shares
|
$632,490
0.12% of portfolio
|
Q4 2024
Added 22.71%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
2,786
shares
|
$629,552
0.07% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,786
shares
|
$629,552
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,783
shares
|
$628,874
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
2,781
shares
|
$628,422
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$627,744
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
2,769
shares
|
$625,710
0.37% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
2,768
shares
|
$625,484
0.15% of portfolio
|
Q4 2024
Added 32.38%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,766
shares
|
$625,033
0.34% of portfolio
|
Q4 2024
Reduced 73.58%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,766
shares
|
$625,033
0.02% of portfolio
|
Q4 2024
Added 31.34%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
2,760
shares
|
$623,677
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
2,748
shares
|
$620,965
0.33% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
2,734
shares
|
$617,801
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,732
shares
|
$617,350
0.13% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,732
shares
|
$617,350
0.28% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
2,729
shares
|
$616,672
0.07% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
2,716
shares
|
$613,734
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
2,707
shares
|
$611,700
0.28% of portfolio
|
Q4 2024
Added 36.24%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,704
shares
|
$611,022
0.03% of portfolio
|
Q4 2024
Added 79.07%
|