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 |
|---|---|---|---|---|---|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
2,690
shares
|
$555,135
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,689
shares
|
$554,928
0.08% of portfolio
|
Q4 2024
Added 47.34%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
2,679
shares
|
$552,865
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,670
shares
|
$551,007
0.02% of portfolio
|
Q4 2024
Added 117.96%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
2,647
shares
|
$546,261
0.38% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,638
shares
|
$544,404
0.06% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
2,637
shares
|
$544,197
0.17% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,636
shares
|
$543,991
0.23% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
2,631
shares
|
$542,959
0.12% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
2,628
shares
|
$542,340
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,622
shares
|
$541,102
0.02% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
2,615
shares
|
$539,657
0.3% of portfolio
|
Q4 2024
Added 40.67%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
2,613
shares
|
$539,244
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,611
shares
|
$538,832
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
2,600
shares
|
$536,562
0.13% of portfolio
|
Q3 2022
Reduced 3.7%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,600
shares
|
$536,562
0.05% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,595
shares
|
$535,530
0.14% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
2,594
shares
|
$535,323
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
2,591
shares
|
$534,704
0.04% of portfolio
|
Q4 2020
Added 35.93%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,587
shares
|
$533,879
0.07% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
2,585
shares
|
$533,466
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,585
shares
|
$533,466
0.05% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,582
shares
|
$532,847
0.24% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,578
shares
|
$532,021
0.12% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
2,576
shares
|
$531,609
0.05% of portfolio
|
Q4 2024
Added 53.52%
|