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 |
|---|---|---|---|---|---|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
6,750
shares
|
$1.56 Million
0.77% of portfolio
|
Q4 2023
Reduced 65.92%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,712
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
6,700
shares
|
$1.55 Million
0.13% of portfolio
|
Q3 2024
Reduced 52.67%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,688
shares
|
$1.55 Million
1.16% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
6,658
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 76.76%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
6,641
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,639
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
6,630
shares
|
$1.53 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
6,603
shares
|
$1.53 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,603
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
6,580
shares
|
$1.52 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,580
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 41.07%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
6,576
shares
|
$1.52 Million
0.61% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6,570
shares
|
$1.52 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
6,558
shares
|
$1.52 Million
0.77% of portfolio
|
Q3 2024
Added 63.95%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
6,542
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
6,529
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,525
shares
|
$1.51 Million
0.23% of portfolio
|
Q1 2023
Reduced 65.48%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
6,500
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2023
Reduced 6.94%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
6,489
shares
|
$1.5 Million
0.54% of portfolio
|
Q3 2022
Added 416.23%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
6,458
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 107.92%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
6,454
shares
|
$1.49 Million
0.2% of portfolio
|
Q2 2024
Reduced 53.14%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
6,452
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,447
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
6,437
shares
|
$1.49 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.61%
|