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 2,662 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
102,066
shares
|
$24.7 Million
1.21% of portfolio
|
Q3 2024
Added 2593.75%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
101,893
shares
|
$24.6 Million
4.6% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
101,550
shares
|
$24.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 07, 2024 Q3 2024 |
100,000
shares
|
$24.2 Million
3.56% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ardmore Road Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
100,000
shares
|
$24.2 Million
2.99% of portfolio
|
Q3 2024
New holding
|
|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
98,867
shares
|
$23.9 Million
8.73% of portfolio
|
Q3 2024
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
98,846
shares
|
$23.9 Million
0.84% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
98,733
shares
|
$23.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
96,600
shares
|
$23.4 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
96,183
shares
|
$23.3 Million
1.45% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
95,775
shares
|
$23.2 Million
0.43% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
95,682
shares
|
$23.1 Million
0.26% of portfolio
|
Q3 2024
Added 146.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
95,116
shares
|
$23 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
92,252
shares
|
$22.3 Million
1.97% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
91,807
shares
|
$22.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
90,914
shares
|
$22 Million
5.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
90,524
shares
|
$21.9 Million
0.52% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Rovida Advisors Inc.
Newark, NJ |
Nov 12, 2024 Q3 2024 |
90,000
shares
|
$21.8 Million
6.59% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
89,000
shares
|
$21.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 29, 2024 Q2 2024 |
88,905
shares
|
$21.5 Million
14.48% of portfolio
|
Q2 2024
Reduced 16.32%
|
|
|
Platt Investment Counsel, LLC
|
Oct 24, 2024 Q3 2024 |
88,308
shares
|
$21.4 Million
17.36% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
87,600
shares
|
$21.2 Million
32.03% of portfolio
|
Q3 2024
Added 1804.35%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
85,873
shares
|
$20.8 Million
4.36% of portfolio
|
Q3 2024
Added 58.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
85,575
shares
|
$20.7 Million
7.77% of portfolio
|
Q3 2024
Added 855650.0%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
85,511
shares
|
$20.7 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.44%
|