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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,585
shares
|
$584,132
0.05% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,582
shares
|
$583,454
0.24% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,578
shares
|
$582,550
0.12% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
2,576
shares
|
$582,098
0.05% of portfolio
|
Q4 2024
Added 53.52%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,571
shares
|
$580,968
0.1% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,570
shares
|
$580,742
0.06% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,566
shares
|
$579,839
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,563
shares
|
$579,161
0.09% of portfolio
|
Q4 2024
Added 52.29%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,562
shares
|
$578,935
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
2,557
shares
|
$577,805
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,553
shares
|
$576,901
0.13% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
2,548
shares
|
$575,771
0.32% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,539
shares
|
$573,737
1.28% of portfolio
|
Q4 2024
Reduced 42.6%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,534
shares
|
$572,607
0.03% of portfolio
|
Q3 2022
Reduced 11.98%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,534
shares
|
$572,607
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
2,530
shares
|
$571,704
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,528
shares
|
$571,252
0.14% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
2,526
shares
|
$570,800
0.12% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,517
shares
|
$568,766
0.07% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,516
shares
|
$568,540
0.11% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
2,509
shares
|
$566,958
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,506
shares
|
$566,280
0.09% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,494
shares
|
$563,569
0.06% of portfolio
|
Q4 2024
Added 33.58%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
2,490
shares
|
$562,665
0.19% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,488
shares
|
$562,213
0.05% of portfolio
|
Q4 2024
Reduced 0.08%
|