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 |
|---|---|---|---|---|---|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
2,120
shares
|
$510,114
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
2,114
shares
|
$508,670
0.01% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,106
shares
|
$506,745
0.01% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
2,100
shares
|
$505,302
0.13% of portfolio
|
Q3 2023
Reduced 0.62%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
2,096
shares
|
$504,339
0.14% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
2,096
shares
|
$504,339
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
2,091
shares
|
$503,136
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Oct 15, 2024 Q3 2024 |
2,090
shares
|
$502,895
0.06% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
2,088
shares
|
$502,414
0.74% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Washington Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,085
shares
|
$501,692
0.37% of portfolio
|
Q3 2024
Reduced 56.43%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
2,082
shares
|
$500,970
0.1% of portfolio
|
Q3 2024
Reduced 67.39%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,074
shares
|
$499,045
0.13% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,072
shares
|
$498,564
0.09% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
2,065
shares
|
$496,880
0.08% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
2,063
shares
|
$496,399
0.21% of portfolio
|
Q2 2024
Reduced 13.43%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,059
shares
|
$495,436
0.04% of portfolio
|
Q3 2022
Reduced 8.81%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,057
shares
|
$494,955
0.03% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,056
shares
|
$494,714
0.01% of portfolio
|
Q3 2024
Reduced 51.2%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
2,054
shares
|
$494,233
0.14% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
2,053
shares
|
$493,992
0.33% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,048
shares
|
$492,789
0.06% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
2,048
shares
|
$492,789
0.09% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,035
shares
|
$489,661
0.02% of portfolio
|
Q2 2021
Added 17.09%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
2,033
shares
|
$489,180
0.24% of portfolio
|
Q3 2024
Added 84.65%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,031
shares
|
$488,699
0.08% of portfolio
|
Q3 2024
Reduced 2.17%
|