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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
1,689
shares
|
$348,558
0.26% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,689
shares
|
$348,558
0.06% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Feb 28, 2025 Q4 2024 |
1,683
shares
|
$347,320
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,682
shares
|
$347,114
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,682
shares
|
$347,114
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,681
shares
|
$346,907
0.02% of portfolio
|
Q2 2022
Added 13.73%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$346,907
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
1,680
shares
|
$346,701
0.12% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
1,677
shares
|
$346,082
0.04% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
1,670
shares
|
$344,637
0.28% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,670
shares
|
$344,637
0.11% of portfolio
|
Q2 2024
Reduced 32.72%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
1,665
shares
|
$343,606
0.02% of portfolio
|
Q4 2016
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,663
shares
|
$343,193
0.09% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,656
shares
|
$341,748
0.16% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,656
shares
|
$341,748
0.17% of portfolio
|
Q4 2024
Added 35.63%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,653
shares
|
$341,129
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,652
shares
|
$340,923
0.14% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
1,652
shares
|
$340,923
0.02% of portfolio
|
Q4 2024
Added 43.15%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
1,649
shares
|
$340,304
0.22% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,647
shares
|
$339,891
0.09% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,646
shares
|
$339,685
0.08% of portfolio
|
Q2 2024
Added 162.94%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
1,646
shares
|
$339,685
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,644
shares
|
$339,272
0.07% of portfolio
|
Q4 2024
Added 126.76%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
1,642
shares
|
$338,859
0.11% of portfolio
|
Q4 2024
Added 32.21%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
1,640
shares
|
$338,446
0.07% of portfolio
|
Q4 2024
Added 22.11%
|