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 2,663 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 $71.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
67,000
shares
|
$15.6 Million
3.82% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
65,995
shares
|
$15.4 Million
1.58% of portfolio
|
Q2 2024
Added 2142.44%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
64,974
shares
|
$15.1 Million
2.09% of portfolio
|
Q3 2024
New holding
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
64,939
shares
|
$15.1 Million
0.5% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
64,568
shares
|
$15.1 Million
2.67% of portfolio
|
Q1 2023
Added 5.5%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
64,444
shares
|
$15 Million
1.1% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
63,918
shares
|
$14.9 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
63,204
shares
|
$14.7 Million
1.35% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
63,080
shares
|
$14.7 Million
4.02% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
63,051
shares
|
$14.7 Million
2.63% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
62,967
shares
|
$14.7 Million
0.84% of portfolio
|
Q3 2024
Reduced 40.58%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
62,515
shares
|
$14.6 Million
1.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
62,398
shares
|
$14.5 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
62,335
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
62,280
shares
|
$14.5 Million
7.36% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
62,166
shares
|
$14.5 Million
1.45% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
60,793
shares
|
$14.2 Million
5.58% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
60,769
shares
|
$14.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
60,176
shares
|
$14 Million
1.25% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
59,530
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
59,422
shares
|
$13.9 Million
0.96% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
59,350
shares
|
$13.8 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
59,301
shares
|
$13.8 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
59,188
shares
|
$13.8 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
58,993
shares
|
$13.8 Million
7.17% of portfolio
|
Q3 2024
Reduced 2.6%
|