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 |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,378
shares
|
$537,356
0.1% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
2,378
shares
|
$537,356
0.14% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
2,372
shares
|
$536,000
0.26% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,348
shares
|
$530,577
0.23% of portfolio
|
Q2 2024
Reduced 26.44%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,346
shares
|
$530,125
0.19% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,341
shares
|
$528,995
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,334
shares
|
$527,413
0.2% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,329
shares
|
$526,284
0.02% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
2,329
shares
|
$526,284
0.04% of portfolio
|
Q3 2024
Added 95.06%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
2,329
shares
|
$526,284
0.08% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,322
shares
|
$524,702
0.33% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,313
shares
|
$522,668
0.01% of portfolio
|
Q4 2024
Added 79.16%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
2,311
shares
|
$522,216
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
2,307
shares
|
$521,312
0.13% of portfolio
|
Q3 2024
Added 751.29%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,306
shares
|
$521,086
0.03% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
2,299
shares
|
$519,505
0.17% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
2,297
shares
|
$519,053
0.01% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,286
shares
|
$516,567
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,284
shares
|
$516,115
0.11% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,276
shares
|
$514,307
0.01% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,270
shares
|
$512,951
0.01% of portfolio
|
Q4 2024
Added 65.57%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,270
shares
|
$512,951
0.12% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,267
shares
|
$512,273
0.05% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,263
shares
|
$511,370
0.27% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,260
shares
|
$510,692
0.1% of portfolio
|
Q4 2024
Added 6.0%
|