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 |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
6,051
shares
|
$1.4 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
6,008
shares
|
$1.39 Million
0.41% of portfolio
|
Q3 2024
Reduced 63.87%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$1.39 Million
0.4% of portfolio
|
Q3 2024
Reduced 64.67%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
5,997
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
5,997
shares
|
$1.39 Million
0.34% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,996
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,957
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
5,955
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,937
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
5,933
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
5,923
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,898
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
5,898
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
5,898
shares
|
$1.36 Million
0.72% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
5,889
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
5,852
shares
|
$1.35 Million
1.25% of portfolio
|
Q3 2023
Reduced 18.38%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
5,845
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
5,843
shares
|
$1.35 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,808
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,789
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
5,772
shares
|
$1.33 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,749
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,735
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 83.52%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
5,722
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 124.74%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,706
shares
|
$1.32 Million
0.73% of portfolio
|
Q3 2024
Added 11.14%
|