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 |
|---|---|---|---|---|---|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
17,296
shares
|
$4 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
17,145
shares
|
$3.96 Million
0.38% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
17,133
shares
|
$3.96 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
17,111
shares
|
$3.95 Million
2.79% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
17,075
shares
|
$3.95 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,068
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 99.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
16,969
shares
|
$3.92 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,844
shares
|
$3.89 Million
0.08% of portfolio
|
Q3 2024
Added 131.44%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
16,838
shares
|
$3.89 Million
3.06% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
16,833
shares
|
$3.89 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.78%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,776
shares
|
$3.88 Million
0.21% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
16,774
shares
|
$3.88 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,733
shares
|
$3.87 Million
0.04% of portfolio
|
Q2 2022
Reduced 9.28%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
16,675
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,629
shares
|
$3.84 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,600
shares
|
$3.84 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
16,596
shares
|
$3.83 Million
5.22% of portfolio
|
Q3 2022
Reduced 94.22%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
16,484
shares
|
$3.81 Million
2.49% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
16,428
shares
|
$3.8 Million
0.13% of portfolio
|
Q2 2024
Added 11.65%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,385
shares
|
$3.79 Million
0.78% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
16,311
shares
|
$3.77 Million
0.04% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
16,256
shares
|
$3.76 Million
0.43% of portfolio
|
Q3 2024
Reduced 46.0%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,239
shares
|
$3.75 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
16,204
shares
|
$3.74 Million
0.66% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,194
shares
|
$3.74 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|