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 |
|---|---|---|---|---|---|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
2,930
shares
|
$604,664
0.18% of portfolio
|
Q4 2024
Added 28.73%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,924
shares
|
$603,425
0.58% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,920
shares
|
$602,600
0.04% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
2,899
shares
|
$598,266
0.28% of portfolio
|
Q4 2024
Reduced 59.38%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,896
shares
|
$597,647
0.35% of portfolio
|
Q1 2023
Reduced 14.55%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
2,894
shares
|
$597,234
0.32% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
2,890
shares
|
$596,409
0.18% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,886
shares
|
$595,583
0.1% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,885
shares
|
$595,377
0.09% of portfolio
|
Q3 2022
Added 60.28%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
2,880
shares
|
$594,345
0.18% of portfolio
|
Q4 2024
Added 92.0%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
2,877
shares
|
$593,726
0.07% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,873
shares
|
$592,901
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,869
shares
|
$592,075
0.23% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,866
shares
|
$591,456
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
2,864
shares
|
$591,043
0.21% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,861
shares
|
$590,424
0.04% of portfolio
|
Q4 2024
Added 265.86%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,856
shares
|
$589,392
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
2,855
shares
|
$589,186
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
2,847
shares
|
$587,535
0.05% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2,843
shares
|
$586,709
0.21% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
2,841
shares
|
$586,297
0.26% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,841
shares
|
$586,297
0.04% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
2,837
shares
|
$585,471
0.08% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,831
shares
|
$584,233
0.06% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,824
shares
|
$582,788
0.15% of portfolio
|
Q4 2024
Added 6.05%
|