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 |
|---|---|---|---|---|---|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
72,480
shares
|
$16.7 Million
8.35% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
72,074
shares
|
$16.6 Million
0.19% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
71,757
shares
|
$16.5 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,235
shares
|
$16.4 Million
0.14% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
70,918
shares
|
$16.3 Million
12.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
70,879
shares
|
$16.3 Million
0.9% of portfolio
|
Q3 2024
Added 46.34%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
70,640
shares
|
$16.3 Million
3.24% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
70,381
shares
|
$16.2 Million
1.39% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
69,946
shares
|
$16.1 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
69,944
shares
|
$16.1 Million
0.2% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
69,875
shares
|
$16.1 Million
0.39% of portfolio
|
Q4 2023
Added 29.07%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
69,713
shares
|
$16.1 Million
1.03% of portfolio
|
Q3 2023
Added 1.06%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
69,577
shares
|
$16 Million
2.53% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
69,199
shares
|
$15.9 Million
1.56% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
68,496
shares
|
$15.8 Million
1.59% of portfolio
|
Q4 2023
Added 12.73%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
68,069
shares
|
$15.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
67,982
shares
|
$15.7 Million
0.46% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
67,838
shares
|
$15.6 Million
0.64% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
67,728
shares
|
$15.6 Million
8.71% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
67,512
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
67,488
shares
|
$15.5 Million
0.26% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
67,241
shares
|
$15.5 Million
0.4% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
67,119
shares
|
$15.5 Million
0.54% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
67,000
shares
|
$15.4 Million
3.82% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
65,995
shares
|
$15.2 Million
1.58% of portfolio
|
Q2 2024
Added 2142.44%
|