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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
26,027
shares
|
$6.01 Million
1.92% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
25,912
shares
|
$5.99 Million
1.49% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
25,802
shares
|
$5.96 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
25,736
shares
|
$5.95 Million
0.62% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Chartist Inc
Seal Beach, CA |
Nov 14, 2024 Q3 2024 |
25,732
shares
|
$5.95 Million
4.26% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
25,305
shares
|
$5.85 Million
2.43% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
25,300
shares
|
$5.85 Million
1.87% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
25,099
shares
|
$5.8 Million
0.08% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
25,015
shares
|
$5.78 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
24,993
shares
|
$5.78 Million
0.8% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Verger Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
24,833
shares
|
$5.74 Million
2.71% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
24,734
shares
|
$5.72 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
24,642
shares
|
$5.69 Million
0.38% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
24,431
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
24,413
shares
|
$5.64 Million
0.2% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
24,377
shares
|
$5.63 Million
1.34% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
24,324
shares
|
$5.62 Million
2.61% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
24,306
shares
|
$5.62 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,284
shares
|
$5.61 Million
0.5% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,065
shares
|
$5.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
24,055
shares
|
$5.56 Million
1.5% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
24,035
shares
|
$5.55 Million
0.14% of portfolio
|
Q3 2024
Added 1095.18%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
23,728
shares
|
$5.48 Million
2.01% of portfolio
|
Q2 2022
Added 8.7%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
23,587
shares
|
$5.45 Million
1.3% of portfolio
|
Q3 2023
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
23,574
shares
|
$5.45 Million
2.5% of portfolio
|
Q3 2024
Reduced 41.39%
|