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 |
|---|---|---|---|---|---|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
21,937
shares
|
$5.07 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
21,886
shares
|
$5.06 Million
0.31% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
21,613
shares
|
$4.99 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
21,610
shares
|
$4.99 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
21,607
shares
|
$4.99 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
21,587
shares
|
$4.99 Million
0.27% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
21,524
shares
|
$4.97 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
21,485
shares
|
$4.96 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,466
shares
|
$4.96 Million
3.87% of portfolio
|
Q3 2024
Reduced 89.76%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
21,457
shares
|
$4.96 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,410
shares
|
$4.95 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
21,379
shares
|
$4.94 Million
2.31% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
21,244
shares
|
$4.91 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
21,225
shares
|
$4.9 Million
0.01% of portfolio
|
Q3 2024
Added 502.81%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,133
shares
|
$4.88 Million
0.45% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
21,041
shares
|
$4.86 Million
1.09% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
21,018
shares
|
$4.86 Million
3.34% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
21,004
shares
|
$4.85 Million
2.28% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,987
shares
|
$4.85 Million
0.15% of portfolio
|
Q3 2022
Reduced 24.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
20,961
shares
|
$4.84 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20,915
shares
|
$4.83 Million
0.18% of portfolio
|
Q2 2024
Reduced 35.47%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
20,905
shares
|
$4.83 Million
0.68% of portfolio
|
Q3 2024
Added 47.74%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
20,891
shares
|
$4.83 Million
0.78% of portfolio
|
Q3 2024
Reduced 44.17%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
20,841
shares
|
$4.82 Million
0.75% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
20,814
shares
|
$4.81 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.31%
|