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 |
|---|---|---|---|---|---|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
10,469
shares
|
$2.42 Million
1.28% of portfolio
|
Q3 2024
Added 280.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,461
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
10,460
shares
|
$2.42 Million
2.57% of portfolio
|
Q4 2021
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
10,445
shares
|
$2.41 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
10,410
shares
|
$2.41 Million
0.81% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
10,400
shares
|
$2.4 Million
0.16% of portfolio
|
Q2 2024
Reduced 67.9%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
10,338
shares
|
$2.39 Million
0.47% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
10,217
shares
|
$2.36 Million
0.85% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
10,208
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Added 86.82%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,192
shares
|
$2.36 Million
0.31% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,067
shares
|
$2.33 Million
0.17% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
10,067
shares
|
$2.33 Million
1.15% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,060
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
10,003
shares
|
$2.31 Million
0.97% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Luxor Capital Group, LP
New York, NY |
Nov 15, 2024 Q3 2024 |
10,000
shares
|
$2.31 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$2.31 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
9,981
shares
|
$2.31 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,970
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
9,869
shares
|
$2.28 Million
0.9% of portfolio
|
Q3 2024
Reduced 41.53%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
9,855
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
9,821
shares
|
$2.27 Million
0.6% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
9,811
shares
|
$2.27 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
9,798
shares
|
$2.26 Million
0.11% of portfolio
|
Q3 2024
Added 91.63%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
9,786
shares
|
$2.26 Million
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
9,741
shares
|
$2.25 Million
0.76% of portfolio
|
Q4 2023
New holding
|