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 2,576 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $63 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Parkside Investments, LLC
|
Apr 12, 2024 Q1 2024 |
307,503
shares
|
$63.3 Million
10.33% of portfolio
|
Q1 2024
Added 1.48%
|
|
Main Street Research LLC
Sausalito, CA |
May 01, 2024 Q1 2024 |
305,424
shares
|
$62.8 Million
4.46% of portfolio
|
Q1 2024
Added 10.83%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
288,992
shares
|
$59.5 Million
0.1% of portfolio
|
Q1 2024
Reduced 9.97%
|
|
Diversified, LLC
|
May 02, 2024 Q1 2024 |
285,804
shares
|
$58.8 Million
8.82% of portfolio
|
Q1 2024
Added 4110.43%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 01, 2024 Q1 2024 |
283,962
shares
|
$58.4 Million
2.38% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
282,799
shares
|
$58.2 Million
0.45% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
University Of Illinois Foundation
Champaign, IL |
May 10, 2024 Q1 2024 |
281,762
shares
|
$58 Million
21.91% of portfolio
|
Q1 2024
Added 33.67%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
280,862
shares
|
$57.8 Million
0.2% of portfolio
|
Q1 2024
Reduced 9.76%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
275,278
shares
|
$56.6 Million
0.42% of portfolio
|
Q1 2024
New holding
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
266,951
shares
|
$54.9 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.58%
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2024 Q1 2024 |
265,160
shares
|
$54.6 Million
5.38% of portfolio
|
Q1 2024
Added 5.85%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
263,101
shares
|
$54.1 Million
0.21% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
257,604
shares
|
$53 Million
0.8% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
Q Global Advisors, LLC
Fort Worth, TX |
May 15, 2024 Q1 2024 |
253,265
shares
|
$52.1 Million
20.2% of portfolio
|
Q1 2024
New holding
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
249,626
shares
|
$51.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 57.59%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
247,737
shares
|
$51 Million
0.15% of portfolio
|
Q1 2024
Reduced 6.25%
|
|
Accredited Investors Inc.
|
May 14, 2024 Q1 2024 |
242,075
shares
|
$49.8 Million
3.4% of portfolio
|
Q1 2024
Reduced 3.16%
|
|
Victory Capital Management Inc
|
May 03, 2024 Q1 2024 |
241,713
shares
|
$49.7 Million
0.05% of portfolio
|
Q1 2024
Added 62.37%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 14, 2024 Q1 2024 |
239,251
shares
|
$49.2 Million
1.93% of portfolio
|
Q1 2024
Added 1.84%
|
|
First Western Trust Bank
Denver, CO |
May 16, 2024 Q1 2024 |
237,541
shares
|
$48.9 Million
2.28% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
230,815
shares
|
$47.5 Million
0.76% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
223,700
shares
|
$46 Million
4.87% of portfolio
|
Q4 2023
New holding
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
222,002
shares
|
$45.7 Million
0.33% of portfolio
|
Q1 2024
Added 63.75%
|
|
Stairway Partners, LLC
|
Apr 03, 2024 Q1 2024 |
221,141
shares
|
$45.5 Million
3.76% of portfolio
|
Q1 2024
Added 24.06%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
220,311
shares
|
$45.3 Million
0.88% of portfolio
|
Q4 2023
Reduced 33.27%
|