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 |
|---|---|---|---|---|---|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
2,866
shares
|
$690,448
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
2,864
shares
|
$689,966
0.21% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
2,859
shares
|
$688,761
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
2,855
shares
|
$687,798
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
2,847
shares
|
$685,870
0.05% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
2,837
shares
|
$683,461
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,831
shares
|
$682,016
0.06% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,819
shares
|
$679,125
0.06% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Oct 22, 2024 Q3 2024 |
2,800
shares
|
$674,548
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
2,796
shares
|
$673,584
0.04% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,794
shares
|
$673,102
0.17% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
2,786
shares
|
$671,175
0.07% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
2,781
shares
|
$669,970
0.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
2,781
shares
|
$669,970
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$669,247
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,762
shares
|
$665,393
0.06% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
2,760
shares
|
$664,911
0.44% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
2,755
shares
|
$663,707
0.22% of portfolio
|
Q4 2023
Added 4.16%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
2,739
shares
|
$659,852
0.02% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
2,732
shares
|
$658,166
0.28% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
2,729
shares
|
$657,443
0.07% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,722
shares
|
$655,757
0.0% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
2,713
shares
|
$653,588
0.23% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
2,701
shares
|
$650,697
0.12% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,699
shares
|
$650,216
0.39% of portfolio
|
Q3 2024
Added 42.88%
|