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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
23,543
shares
|
$5.44 Million
0.54% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,342
shares
|
$5.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 88.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
23,293
shares
|
$5.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
23,275
shares
|
$5.38 Million
0.19% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,110
shares
|
$5.34 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.84%
|
|
|
Mount Capital LTD
|
Nov 13, 2024 Q3 2024 |
23,100
shares
|
$5.34 Million
1.81% of portfolio
|
Q3 2023
Reduced 68.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,923
shares
|
$5.3 Million
0.15% of portfolio
|
Q3 2024
Added 34.06%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
22,818
shares
|
$5.27 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
22,781
shares
|
$5.26 Million
2.87% of portfolio
|
Q3 2024
Added 178.12%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
22,739
shares
|
$5.25 Million
4.63% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
22,728
shares
|
$5.25 Million
1.75% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
22,700
shares
|
$5.25 Million
0.17% of portfolio
|
Q3 2024
Reduced 76.77%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
22,542
shares
|
$5.21 Million
0.42% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,501
shares
|
$5.2 Million
0.11% of portfolio
|
Q3 2024
Added 140.06%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
22,466
shares
|
$5.19 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
22,362
shares
|
$5.17 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
22,358
shares
|
$5.17 Million
0.48% of portfolio
|
Q3 2024
Reduced 47.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,307
shares
|
$5.15 Million
0.1% of portfolio
|
Q3 2022
Added 141.63%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
22,278
shares
|
$5.15 Million
3.84% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
22,267
shares
|
$5.15 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
22,210
shares
|
$5.13 Million
1.51% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Nov 04, 2024 Q3 2024 |
22,200
shares
|
$5.13 Million
2.38% of portfolio
|
Q1 2023
Reduced 67.01%
|
|
|
Addenda Capital Inc.
|
Oct 15, 2024 Q3 2024 |
22,100
shares
|
$5.11 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
22,100
shares
|
$5.11 Million
0.22% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
22,074
shares
|
$5.1 Million
1.34% of portfolio
|
Q3 2024
Added 3.32%
|