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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
38,817
shares
|
$8.97 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
38,811
shares
|
$8.97 Million
0.41% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
38,771
shares
|
$8.96 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
38,582
shares
|
$8.92 Million
0.03% of portfolio
|
Q3 2024
Added 54.37%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
38,556
shares
|
$8.91 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
38,532
shares
|
$8.9 Million
0.8% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,330
shares
|
$8.86 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
37,954
shares
|
$8.77 Million
0.01% of portfolio
|
Q3 2024
Added 343.23%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
37,949
shares
|
$8.77 Million
0.51% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
37,865
shares
|
$8.75 Million
1.18% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
37,757
shares
|
$8.72 Million
0.08% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
37,751
shares
|
$8.72 Million
0.68% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
37,700
shares
|
$8.71 Million
4.76% of portfolio
|
Q2 2023
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
37,484
shares
|
$8.66 Million
5.96% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
37,449
shares
|
$8.65 Million
2.02% of portfolio
|
Q3 2024
Reduced 38.29%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,261
shares
|
$8.61 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
36,942
shares
|
$8.54 Million
1.16% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
36,910
shares
|
$8.53 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
36,645
shares
|
$8.47 Million
4.09% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Engine Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
36,444
shares
|
$8.42 Million
1.56% of portfolio
|
Q3 2024
Added 58.8%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
36,347
shares
|
$8.4 Million
0.14% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
36,328
shares
|
$8.39 Million
0.01% of portfolio
|
Q1 2024
Added 51.56%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
36,277
shares
|
$8.38 Million
0.16% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
36,144
shares
|
$8.35 Million
0.89% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
36,039
shares
|
$8.33 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.21%
|