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 |
---|---|---|---|---|---|
Geller Advisors LLC
New York, NY |
May 14, 2024 Q1 2024 |
216,995
shares
|
$44.7 Million
3.71% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
215,187
shares
|
$44.3 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
214,999
shares
|
$44.2 Million
0.31% of portfolio
|
Q1 2024
Added 38.52%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2024 Q1 2024 |
209,454
shares
|
$43.1 Million
6.46% of portfolio
|
Q1 2024
Added 6.14%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
206,793
shares
|
$42.6 Million
0.12% of portfolio
|
Q1 2024
Added 1.83%
|
|
Myriad Asset Management Us LP
|
Jan 19, 2024 Q4 2023 |
206,000
shares
|
$42.4 Million
22.9% of portfolio
|
Q4 2023
New holding
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
204,675
shares
|
$42.1 Million
0.47% of portfolio
|
Q1 2024
Added 7.82%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
204,651
shares
|
$42.1 Million
0.18% of portfolio
|
Q1 2024
Added 10.35%
|
|
Anderson Hoagland & CO
|
Apr 11, 2024 Q1 2024 |
202,498
shares
|
$41.7 Million
4.76% of portfolio
|
Q1 2024
Added 3.57%
|
|
De Burlo Group Inc
Boston, MA |
May 13, 2024 Q1 2024 |
202,100
shares
|
$41.6 Million
5.78% of portfolio
|
Q1 2024
Added 61.16%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
201,232
shares
|
$41.4 Million
6.53% of portfolio
|
Q3 2022
Reduced 6.19%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
200,080
shares
|
$41.2 Million
0.61% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
Iridian Asset Management LLC
|
May 01, 2024 Q1 2024 |
200,000
shares
|
$41.2 Million
8.49% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
Imc Chicago, LLC
|
Apr 12, 2024 Q1 2024 |
197,117
shares
|
$40.6 Million
1.54% of portfolio
|
Q1 2024
Reduced 76.75%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
196,962
shares
|
$40.5 Million
0.67% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Pittenger & Anderson Inc
|
May 02, 2024 Q1 2024 |
196,309
shares
|
$40.4 Million
1.76% of portfolio
|
Q1 2024
Added 0.87%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
195,599
shares
|
$40.2 Million
0.34% of portfolio
|
Q1 2024
Added 6.39%
|
|
Wintrust Investments LLC
Chicago, IL |
May 09, 2024 Q1 2024 |
195,261
shares
|
$40.2 Million
3.62% of portfolio
|
Q1 2024
Added 3.35%
|
|
Rhumbline Advisers
Boston, MA |
May 09, 2024 Q1 2024 |
193,368
shares
|
$39.8 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.91%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
191,402
shares
|
$39.4 Million
0.2% of portfolio
|
Q1 2024
Added 41.2%
|
|
Tctc Holdings, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
190,141
shares
|
$39.1 Million
1.36% of portfolio
|
Q1 2024
Added 20.38%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
189,674
shares
|
$39 Million
0.61% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
186,073
shares
|
$38.3 Million
0.28% of portfolio
|
Q1 2024
Reduced 3.72%
|
|
German American Bancorp, Inc.
Jasper, IN |
May 14, 2024 Q1 2024 |
185,522
shares
|
$38.2 Million
4.7% of portfolio
|
Q1 2024
Added 5.87%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
184,382
shares
|
$37.9 Million
2.07% of portfolio
|
Q1 2024
Reduced 43.79%
|