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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
11,687
shares
|
$2.7 Million
0.19% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
11,646
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Strategic Investment Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,620
shares
|
$2.69 Million
2.76% of portfolio
|
Q3 2024
Reduced 51.32%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,620
shares
|
$2.69 Million
0.74% of portfolio
|
Q3 2024
Reduced 70.56%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
11,620
shares
|
$2.69 Million
0.77% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
11,618
shares
|
$2.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
11,600
shares
|
$2.68 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,500
shares
|
$2.66 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
11,496
shares
|
$2.66 Million
1.69% of portfolio
|
Q3 2024
Added 106.21%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
11,460
shares
|
$2.65 Million
0.71% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
11,450
shares
|
$2.65 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,430
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
11,426
shares
|
$2.64 Million
0.14% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
11,371
shares
|
$2.63 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
11,369
shares
|
$2.63 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
11,350
shares
|
$2.62 Million
1.52% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
11,350
shares
|
$2.62 Million
0.25% of portfolio
|
Q3 2024
Added 579.23%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
11,342
shares
|
$2.62 Million
1.89% of portfolio
|
Q3 2024
Added 121.91%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
11,341
shares
|
$2.62 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
11,230
shares
|
$2.59 Million
0.03% of portfolio
|
Q3 2024
Added 66.64%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
11,224
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
11,200
shares
|
$2.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 50.94%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
11,170
shares
|
$2.58 Million
0.73% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
11,156
shares
|
$2.58 Million
1.01% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
11,075
shares
|
$2.56 Million
1.58% of portfolio
|
Q3 2024
Added 1.36%
|