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 $74.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
3,351
shares
|
$810,506
0.24% of portfolio
|
Q3 2024
Reduced 99.55%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,350
shares
|
$810,264
0.14% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,348
shares
|
$809,780
0.09% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,345
shares
|
$809,055
0.12% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,340
shares
|
$807,845
0.13% of portfolio
|
Q3 2024
Added 56.44%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
3,320
shares
|
$803,008
0.16% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,313
shares
|
$801,315
0.09% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,301
shares
|
$798,412
0.09% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
3,300
shares
|
$798,171
0.48% of portfolio
|
Q2 2023
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
3,280
shares
|
$793,333
0.24% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,275
shares
|
$792,124
0.12% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,271
shares
|
$791,156
0.05% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3,270
shares
|
$790,914
0.39% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
3,268
shares
|
$790,431
0.09% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,266
shares
|
$789,947
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
3,260
shares
|
$788,496
0.12% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
3,259
shares
|
$788,254
0.66% of portfolio
|
Q4 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
3,250
shares
|
$786,077
0.08% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,241
shares
|
$783,900
0.21% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
3,239
shares
|
$783,416
0.34% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
3,230
shares
|
$781,240
0.1% of portfolio
|
Q1 2024
Reduced 6.65%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,229
shares
|
$780,998
0.05% of portfolio
|
Q3 2024
Reduced 40.75%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,227
shares
|
$780,514
0.13% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
3,223
shares
|
$779,547
0.01% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
3,210
shares
|
$776,402
0.42% of portfolio
|
Q3 2024
Added 8.19%
|