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 |
|---|---|---|---|---|---|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
13,441
shares
|
$3.11 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
13,431
shares
|
$3.1 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
13,381
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Added 35.33%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,332
shares
|
$3.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
13,194
shares
|
$3.05 Million
0.19% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
13,187
shares
|
$3.05 Million
1.77% of portfolio
|
Q3 2024
Added 49.22%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
13,153
shares
|
$3.04 Million
1.5% of portfolio
|
Q3 2024
Reduced 19.85%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,061
shares
|
$3.02 Million
0.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
13,004
shares
|
$3 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
12,965
shares
|
$3 Million
0.13% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
12,931
shares
|
$2.99 Million
0.18% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,905
shares
|
$2.98 Million
0.37% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
12,863
shares
|
$2.97 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
12,856
shares
|
$2.97 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
12,826
shares
|
$2.96 Million
1.46% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
12,816
shares
|
$2.96 Million
0.18% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
12,812
shares
|
$2.96 Million
1.83% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
12,776
shares
|
$2.95 Million
0.08% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
12,760
shares
|
$2.95 Million
0.1% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
12,742
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.86%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
12,719
shares
|
$2.94 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
12,716
shares
|
$2.94 Million
1.39% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
12,713
shares
|
$2.94 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,672
shares
|
$2.93 Million
0.23% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,658
shares
|
$2.92 Million
0.22% of portfolio
|
Q3 2024
Added 8.39%
|