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 |
|---|---|---|---|---|---|
|
Albar Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
27,559
shares
|
$6.37 Million
1.45% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
27,550
shares
|
$6.37 Million
0.37% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,484
shares
|
$6.35 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
27,446
shares
|
$6.34 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
27,422
shares
|
$6.34 Million
1.32% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
27,332
shares
|
$6.32 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
27,307
shares
|
$6.31 Million
0.2% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
27,300
shares
|
$6.31 Million
0.05% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
27,297
shares
|
$6.31 Million
0.17% of portfolio
|
Q3 2024
Reduced 54.41%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
27,136
shares
|
$6.27 Million
5.16% of portfolio
|
Q4 2022
Added 3.79%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
27,023
shares
|
$6.24 Million
2.48% of portfolio
|
Q4 2022
Reduced 12.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26,995
shares
|
$6.24 Million
0.4% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
26,829
shares
|
$6.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
26,736
shares
|
$6.18 Million
2.41% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
26,712
shares
|
$6.17 Million
0.4% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
26,708
shares
|
$6.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
26,699
shares
|
$6.17 Million
1.97% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
26,478
shares
|
$6.12 Million
4.56% of portfolio
|
Q3 2024
Added 50.2%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
26,428
shares
|
$6.11 Million
0.14% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
26,326
shares
|
$6.08 Million
1.37% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
26,293
shares
|
$6.08 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
26,240
shares
|
$6.06 Million
1.4% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
26,200
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Added 46.37%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
26,167
shares
|
$6.05 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
26,100
shares
|
$6.03 Million
0.68% of portfolio
|
Q3 2024
Added 28269.57%
|