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 $71.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
41,327
shares
|
$9.55 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
40,961
shares
|
$9.46 Million
1.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
40,938
shares
|
$9.46 Million
0.14% of portfolio
|
Q3 2024
Added 39.81%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
40,871
shares
|
$9.44 Million
2.26% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,864
shares
|
$9.44 Million
0.29% of portfolio
|
Q2 2020
Added 7.84%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,563
shares
|
$9.37 Million
0.58% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
40,468
shares
|
$9.35 Million
2.27% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
40,393
shares
|
$9.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.08%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
40,198
shares
|
$9.29 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
39,907
shares
|
$9.22 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,868
shares
|
$9.21 Million
2.46% of portfolio
|
Q3 2024
Reduced 41.02%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
39,816
shares
|
$9.2 Million
0.2% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
39,729
shares
|
$9.18 Million
5.97% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,712
shares
|
$9.18 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
39,512
shares
|
$9.13 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
39,447
shares
|
$9.12 Million
4.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
39,401
shares
|
$9.1 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
39,347
shares
|
$9.09 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
39,344
shares
|
$9.09 Million
0.23% of portfolio
|
Q3 2024
Added 55.0%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
39,311
shares
|
$9.08 Million
4.4% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
39,292
shares
|
$9.08 Million
3.86% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
39,284
shares
|
$9.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
39,124
shares
|
$9.04 Million
0.92% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
38,906
shares
|
$8.99 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
38,860
shares
|
$8.98 Million
0.28% of portfolio
|
Q3 2024
Added 2.93%
|