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 2,662 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 $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
3,475
shares
|
$837,162
0.32% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,473
shares
|
$836,680
0.43% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,465
shares
|
$834,753
0.53% of portfolio
|
Q3 2024
Reduced 81.69%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,464
shares
|
$834,512
0.05% of portfolio
|
Q3 2024
Reduced 66.74%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3,461
shares
|
$833,789
0.51% of portfolio
|
Q3 2024
Added 971.52%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,458
shares
|
$833,066
0.02% of portfolio
|
Q2 2024
Reduced 30.35%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,439
shares
|
$828,489
0.04% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,438
shares
|
$828,248
0.37% of portfolio
|
Q3 2024
Added 92.07%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
3,436
shares
|
$827,766
0.62% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
3,434
shares
|
$827,284
0.06% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
3,433
shares
|
$827,044
0.51% of portfolio
|
Q3 2024
Added 105.69%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,425
shares
|
$825,116
0.74% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
3,420
shares
|
$823,912
0.15% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,411
shares
|
$821,744
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,411
shares
|
$821,744
0.08% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,408
shares
|
$821,021
0.1% of portfolio
|
Q3 2024
Added 56.12%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
3,406
shares
|
$820,539
0.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,382
shares
|
$814,757
0.0% of portfolio
|
Q3 2024
Reduced 63.06%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
3,380
shares
|
$814,275
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
3,374
shares
|
$812,830
0.19% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,372
shares
|
$812,348
0.11% of portfolio
|
Q3 2024
Reduced 20.36%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,370
shares
|
$811,866
0.04% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
3,355
shares
|
$808,253
0.0% of portfolio
|
Q3 2024
Added 72.58%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,355
shares
|
$808,253
0.12% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,354
shares
|
$808,012
0.07% of portfolio
|
Q3 2024
Reduced 2.44%
|