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 |
|---|---|---|---|---|---|
|
Four World Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$722,730
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
3,000
shares
|
$722,730
0.22% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,995
shares
|
$721,525
0.56% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,991
shares
|
$720,561
0.27% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
2,991
shares
|
$720,561
0.07% of portfolio
|
Q1 2024
Added 2.4%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
2,987
shares
|
$719,598
0.07% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,986
shares
|
$719,357
7.21% of portfolio
|
Q2 2020
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,984
shares
|
$718,875
0.54% of portfolio
|
Q3 2024
Added 30.99%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,979
shares
|
$717,670
0.09% of portfolio
|
Q3 2024
Added 28.96%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,971
shares
|
$715,743
0.48% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
2,971
shares
|
$715,743
0.54% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,965
shares
|
$714,298
0.03% of portfolio
|
Q3 2022
Reduced 26.5%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,964
shares
|
$714,057
0.57% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
2,961
shares
|
$713,334
0.06% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
2,959
shares
|
$712,852
0.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
2,956
shares
|
$712,129
0.11% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,954
shares
|
$711,648
0.24% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
2,953
shares
|
$711,407
0.47% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
2,952
shares
|
$711,166
0.21% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
2,950
shares
|
$710,684
0.01% of portfolio
|
Q1 2022
Added 742.86%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,920
shares
|
$703,457
0.04% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,896
shares
|
$697,675
0.35% of portfolio
|
Q1 2023
Reduced 14.55%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
2,887
shares
|
$695,507
0.33% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,885
shares
|
$695,025
0.09% of portfolio
|
Q3 2022
Added 60.28%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,875
shares
|
$692,616
0.15% of portfolio
|
Q2 2024
Reduced 4.23%
|