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 |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$622,752
0.09% of portfolio
|
Q3 2024
Added 35.77%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$622,752
0.1% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
2,566
shares
|
$618,175
0.06% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,562
shares
|
$617,211
0.3% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
2,561
shares
|
$616,970
0.13% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,558
shares
|
$616,247
0.31% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,555
shares
|
$615,525
0.31% of portfolio
|
Q2 2024
Added 34.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
2,550
shares
|
$614,320
0.01% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
2,538
shares
|
$611,429
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,534
shares
|
$610,465
0.03% of portfolio
|
Q3 2022
Reduced 11.98%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,532
shares
|
$609,984
0.03% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2,531
shares
|
$609,743
0.19% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
2,528
shares
|
$609,020
0.14% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
2,520
shares
|
$607,093
0.02% of portfolio
|
Q3 2024
Reduced 24.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
2,514
shares
|
$605,647
0.02% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
2,513
shares
|
$605,406
0.16% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,510
shares
|
$604,684
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,506
shares
|
$603,720
0.05% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,492
shares
|
$600,347
0.02% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
2,492
shares
|
$600,347
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,490
shares
|
$599,865
0.05% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,487
shares
|
$599,143
0.32% of portfolio
|
Q2 2022
Reduced 25.29%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
2,482
shares
|
$597,938
0.2% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
2,477
shares
|
$596,734
0.06% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
2,475
shares
|
$596,252
0.14% of portfolio
|
Q2 2024
Reduced 0.76%
|