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 307 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
83,539
shares
|
$19.2 Million
0.73% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
83,037
shares
|
$19.1 Million
7.21% of portfolio
|
Q3 2024
Added 25.76%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
82,348
shares
|
$19 Million
6.97% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
82,240
shares
|
$18.9 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
81,720
shares
|
$18.8 Million
0.59% of portfolio
|
Q3 2024
Added 2857.65%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
81,121
shares
|
$18.7 Million
2.66% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
81,113
shares
|
$18.7 Million
0.84% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
80,939
shares
|
$18.6 Million
2.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
80,592
shares
|
$18.6 Million
0.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
80,422
shares
|
$18.5 Million
8.87% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
78,950
shares
|
$18.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
77,178
shares
|
$17.8 Million
0.57% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
77,169
shares
|
$17.8 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
75,653
shares
|
$17.4 Million
10.23% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
74,943
shares
|
$17.3 Million
2.09% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
74,791
shares
|
$17.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
74,508
shares
|
$17.2 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
74,295
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Added 572.29%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
74,105
shares
|
$17.1 Million
0.51% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
73,700
shares
|
$17 Million
0.41% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
73,204
shares
|
$16.9 Million
7.34% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
72,982
shares
|
$16.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
72,982
shares
|
$16.8 Million
9.96% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
72,906
shares
|
$16.8 Million
0.49% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
72,901
shares
|
$16.8 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.8%
|