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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,660
shares
|
$2 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.15%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
8,634
shares
|
$2 Million
0.33% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
8,630
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
8,600
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
8,597
shares
|
$1.99 Million
0.11% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,596
shares
|
$1.99 Million
0.26% of portfolio
|
Q2 2023
Added 248.72%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
8,591
shares
|
$1.99 Million
0.09% of portfolio
|
Q3 2024
Added 33.61%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
8,586
shares
|
$1.98 Million
1.07% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
8,538
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
8,531
shares
|
$1.97 Million
0.22% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
8,525
shares
|
$1.97 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
8,518
shares
|
$1.97 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
8,514
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,504
shares
|
$1.97 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
8,474
shares
|
$1.96 Million
0.5% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
8,444
shares
|
$1.95 Million
0.59% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
8,442
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
8,427
shares
|
$1.95 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
8,392
shares
|
$1.94 Million
0.57% of portfolio
|
Q3 2024
Added 52.53%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
8,389
shares
|
$1.94 Million
0.41% of portfolio
|
Q4 2022
Added 0.28%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
8,376
shares
|
$1.94 Million
0.49% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
8,335
shares
|
$1.93 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
8,335
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2024
Added 4774.27%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
8,319
shares
|
$1.92 Million
0.12% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
8,314
shares
|
$1.92 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.55%
|