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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,487
shares
|
$561,987
0.32% of portfolio
|
Q2 2022
Reduced 25.29%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
2,482
shares
|
$560,857
0.22% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
2,475
shares
|
$559,275
0.13% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,474
shares
|
$559,049
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,472
shares
|
$558,597
0.04% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,470
shares
|
$558,145
0.04% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,469
shares
|
$557,919
0.24% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
2,463
shares
|
$556,564
0.14% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,458
shares
|
$555,434
0.0% of portfolio
|
Q4 2024
Reduced 21.39%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
2,445
shares
|
$552,496
0.27% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
2,444
shares
|
$552,270
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,442
shares
|
$551,818
0.39% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
2,439
shares
|
$551,140
0.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,439
shares
|
$551,140
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,431
shares
|
$549,333
0.06% of portfolio
|
Q2 2022
Added 45.57%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
2,420
shares
|
$546,847
0.03% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
2,420
shares
|
$546,847
0.49% of portfolio
|
Q4 2024
Reduced 46.75%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,415
shares
|
$545,717
0.09% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
2,406
shares
|
$543,683
0.21% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$542,328
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,391
shares
|
$540,294
0.25% of portfolio
|
Q4 2024
Reduced 24.74%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,386
shares
|
$539,164
0.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
2,384
shares
|
$538,712
0.06% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,383
shares
|
$538,486
0.04% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,383
shares
|
$538,486
0.26% of portfolio
|
Q1 2024
Added 23.92%
|