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 |
|---|---|---|---|---|---|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
1,637
shares
|
$369,912
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
1,636
shares
|
$369,686
0.12% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
1,635
shares
|
$369,460
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,635
shares
|
$369,460
0.46% of portfolio
|
Q3 2023
Added 6.93%
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
1,634
shares
|
$369,234
0.22% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
1,634
shares
|
$369,234
0.24% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
1,632
shares
|
$368,783
1.59% of portfolio
|
Q3 2024
Reduced 21.31%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,632
shares
|
$368,783
0.04% of portfolio
|
Q4 2024
Added 44.94%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,629
shares
|
$368,105
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
1,629
shares
|
$368,105
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,627
shares
|
$367,653
0.1% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,627
shares
|
$367,653
0.04% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,626
shares
|
$367,427
0.12% of portfolio
|
Q3 2024
Reduced 35.98%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,625
shares
|
$367,201
0.09% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
1,614
shares
|
$364,715
0.23% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
1,612
shares
|
$364,263
0.13% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Harrington Investments, Inc
|
Feb 10, 2025 Q4 2024 |
1,610
shares
|
$363,811
0.2% of portfolio
|
Q2 2024
Reduced 15.71%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
1,607
shares
|
$363,133
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
1,606
shares
|
$362,907
0.03% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,606
shares
|
$362,907
0.09% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,605
shares
|
$362,681
0.09% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
1,603
shares
|
$362,229
0.02% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,601
shares
|
$361,777
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
1,599
shares
|
$361,326
0.12% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,599
shares
|
$361,326
0.04% of portfolio
|
Q4 2024
New holding
|