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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
14,224
shares
|
$3.29 Million
1.26% of portfolio
|
Q3 2024
Reduced 41.3%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,210
shares
|
$3.28 Million
0.95% of portfolio
|
Q3 2024
Added 761.73%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
14,152
shares
|
$3.27 Million
5.37% of portfolio
|
Q3 2024
Reduced 20.6%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
14,094
shares
|
$3.26 Million
1.69% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
14,086
shares
|
$3.25 Million
0.22% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
14,048
shares
|
$3.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Myda Advisors LLC
Inwood, NY |
Nov 13, 2024 Q3 2024 |
14,000
shares
|
$3.23 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
13,966
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2024
Added 27.4%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
13,962
shares
|
$3.23 Million
0.33% of portfolio
|
Q3 2024
Added 485.41%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
13,953
shares
|
$3.22 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,946
shares
|
$3.22 Million
0.05% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
13,889
shares
|
$3.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
13,879
shares
|
$3.21 Million
1.52% of portfolio
|
Q3 2024
Added 99.78%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
13,804
shares
|
$3.19 Million
0.15% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,787
shares
|
$3.19 Million
0.19% of portfolio
|
Q3 2022
Reduced 2.39%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
13,696
shares
|
$3.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
13,608
shares
|
$3.14 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Maso Capital Partners LTD
Hong Kong, K3 |
Nov 04, 2024 Q3 2024 |
13,600
shares
|
$3.14 Million
3.57% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,586
shares
|
$3.14 Million
0.25% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
13,577
shares
|
$3.14 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
13,571
shares
|
$3.14 Million
0.29% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
13,545
shares
|
$3.13 Million
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Oct 28, 2024 Q3 2024 |
13,485
shares
|
$3.12 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
13,480
shares
|
$3.11 Million
1.74% of portfolio
|
Q3 2024
Added 445.97%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
13,474
shares
|
$3.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.29%
|