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 |
|---|---|---|---|---|---|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 12, 2024 Q3 2024 |
9,725
shares
|
$2.25 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
9,717
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9,679
shares
|
$2.24 Million
0.47% of portfolio
|
Q3 2024
Added 821.81%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
9,665
shares
|
$2.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
9,662
shares
|
$2.23 Million
0.54% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
9,661
shares
|
$2.23 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
9,641
shares
|
$2.23 Million
1.42% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
9,638
shares
|
$2.23 Million
1.31% of portfolio
|
Q4 2022
Added 1.72%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
9,634
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,594
shares
|
$2.22 Million
1.73% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,584
shares
|
$2.21 Million
0.07% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
9,561
shares
|
$2.21 Million
0.58% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
9,453
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2024
Added 74.99%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,444
shares
|
$2.18 Million
0.05% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
9,440
shares
|
$2.18 Million
0.48% of portfolio
|
Q3 2024
Added 626.15%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,437
shares
|
$2.18 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
9,432
shares
|
$2.18 Million
0.8% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
9,422
shares
|
$2.18 Million
0.7% of portfolio
|
Q3 2024
Added 312.88%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
9,422
shares
|
$2.18 Million
1.48% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
9,383
shares
|
$2.17 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,357
shares
|
$2.16 Million
0.32% of portfolio
|
Q3 2024
Added 53.75%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
9,327
shares
|
$2.16 Million
0.69% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
9,317
shares
|
$2.15 Million
0.64% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
9,311
shares
|
$2.15 Million
0.35% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
9,308
shares
|
$2.15 Million
1.16% of portfolio
|
Q3 2024
Added 6.45%
|