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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
7,891
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
7,885
shares
|
$1.82 Million
0.87% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
7,849
shares
|
$1.81 Million
0.19% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
7,848
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,831
shares
|
$1.81 Million
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
7,829
shares
|
$1.81 Million
1.41% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
7,798
shares
|
$1.8 Million
0.99% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,771
shares
|
$1.8 Million
0.12% of portfolio
|
Q4 2023
Added 92.11%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
7,764
shares
|
$1.79 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
7,760
shares
|
$1.79 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
7,734
shares
|
$1.79 Million
0.91% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
7,732
shares
|
$1.79 Million
0.37% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
7,695
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
7,694
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
7,629
shares
|
$1.76 Million
1.24% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,623
shares
|
$1.76 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
7,560
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
7,556
shares
|
$1.75 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,550
shares
|
$1.74 Million
0.56% of portfolio
|
Q3 2024
Added 42.02%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,545
shares
|
$1.74 Million
1.57% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
7,537
shares
|
$1.74 Million
2.25% of portfolio
|
Q4 2022
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
7,500
shares
|
$1.73 Million
0.28% of portfolio
|
Q3 2024
Added 6421.74%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,486
shares
|
$1.73 Million
0.33% of portfolio
|
Q3 2024
Added 74.13%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,479
shares
|
$1.73 Million
1.11% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
7,478
shares
|
$1.73 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.94%
|