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 |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,837
shares
|
$415,106
0.14% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,833
shares
|
$414,203
0.06% of portfolio
|
Q4 2024
Reduced 83.96%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,826
shares
|
$412,621
0.06% of portfolio
|
Q4 2024
Added 37.29%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,824
shares
|
$412,169
0.04% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,817
shares
|
$410,587
0.08% of portfolio
|
Q3 2022
Added 121.32%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,815
shares
|
$410,135
0.13% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,814
shares
|
$409,909
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,810
shares
|
$409,005
0.1% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,808
shares
|
$408,553
0.02% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
1,802
shares
|
$407,197
0.02% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
1,793
shares
|
$405,164
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
1,792
shares
|
$404,938
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,791
shares
|
$404,712
0.38% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
1,787
shares
|
$403,808
0.12% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
1,785
shares
|
$403,356
0.07% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
1,784
shares
|
$403,130
0.04% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,780
shares
|
$402,226
0.1% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,779
shares
|
$402,000
0.1% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,773
shares
|
$400,644
0.04% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,771
shares
|
$400,192
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
1,771
shares
|
$400,192
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
1,768
shares
|
$399,514
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,765
shares
|
$398,837
0.27% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
1,765
shares
|
$398,837
0.13% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,764
shares
|
$398,611
0.08% of portfolio
|
Q4 2024
Added 34.35%
|