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 |
|---|---|---|---|---|---|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
3,127
shares
|
$753,325
0.05% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
3,127
shares
|
$753,325
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
3,124
shares
|
$752,602
0.14% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,124
shares
|
$752,602
0.36% of portfolio
|
Q3 2024
Added 83.01%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,123
shares
|
$752,361
0.35% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
3,111
shares
|
$749,471
0.07% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,109
shares
|
$748,989
0.13% of portfolio
|
Q3 2024
Added 466.3%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,108
shares
|
$748,748
0.06% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
3,107
shares
|
$748,507
0.3% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
3,106
shares
|
$748,266
0.18% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,104
shares
|
$747,784
0.1% of portfolio
|
Q3 2024
Added 39.76%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
3,097
shares
|
$746,098
0.45% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,096
shares
|
$745,857
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
3,089
shares
|
$744,170
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
3,085
shares
|
$743,207
0.17% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,084
shares
|
$742,966
0.31% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
3,081
shares
|
$742,243
0.23% of portfolio
|
Q1 2024
Reduced 56.4%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,054
shares
|
$735,739
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
3,051
shares
|
$735,016
0.1% of portfolio
|
Q1 2024
Added 132.55%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
3,041
shares
|
$732,607
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
3,033
shares
|
$730,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 16, 2024 Q3 2024 |
3,033
shares
|
$730,680
0.55% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,026
shares
|
$728,993
0.29% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
3,012
shares
|
$725,620
0.08% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
3,000
shares
|
$722,730
0.23% of portfolio
|
Q2 2024
Added 66.67%
|