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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,235
shares
|
$537,785
0.06% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,227
shares
|
$535,860
0.1% of portfolio
|
Q1 2022
Added 7.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,226
shares
|
$535,620
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,226
shares
|
$535,620
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,223
shares
|
$534,898
0.21% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,222
shares
|
$534,657
0.36% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,207
shares
|
$531,048
0.39% of portfolio
|
Q3 2024
Reduced 43.84%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,201
shares
|
$529,604
0.04% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,197
shares
|
$528,642
0.12% of portfolio
|
Q4 2019
Added 21.82%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,188
shares
|
$526,476
0.16% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,186
shares
|
$525,995
0.09% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
2,186
shares
|
$525,995
0.24% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
2,179
shares
|
$524,310
0.05% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,171
shares
|
$522,386
0.05% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,165
shares
|
$520,942
0.29% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
2,160
shares
|
$519,739
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
2,153
shares
|
$518,054
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,151
shares
|
$517,573
0.02% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,151
shares
|
$517,573
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,148
shares
|
$516,851
0.11% of portfolio
|
Q3 2024
Added 30.34%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
2,142
shares
|
$515,408
0.04% of portfolio
|
Q3 2024
Reduced 59.96%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
2,138
shares
|
$514,445
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,132
shares
|
$513,001
0.09% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
2,128
shares
|
$512,039
0.24% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
2,128
shares
|
$512,039
0.12% of portfolio
|
Q4 2023
Reduced 40.79%
|