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 $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
187,400
shares
|
$45.3 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
187,236
shares
|
$45.3 Million
0.95% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
184,625
shares
|
$44.7 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
184,572
shares
|
$44.6 Million
1.33% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
183,237
shares
|
$44.3 Million
0.13% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
182,786
shares
|
$44.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
179,109
shares
|
$43.3 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
176,045
shares
|
$42.6 Million
13.9% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
174,860
shares
|
$42.3 Million
0.9% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
174,649
shares
|
$42.2 Million
4.9% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
171,420
shares
|
$41.5 Million
0.6% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
165,933
shares
|
$40.1 Million
0.87% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
162,200
shares
|
$39.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
160,662
shares
|
$38.9 Million
8.44% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
156,953
shares
|
$38 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
150,131
shares
|
$36.3 Million
0.07% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
150,053
shares
|
$36.3 Million
7.2% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
149,329
shares
|
$36.1 Million
4.45% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144,222
shares
|
$34.9 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
144,222
shares
|
$34.9 Million
9.67% of portfolio
|
Q4 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
143,418
shares
|
$34.7 Million
0.47% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
139,972
shares
|
$33.9 Million
1.74% of portfolio
|
Q3 2024
Added 184.9%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
138,906
shares
|
$33.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
137,978
shares
|
$33.4 Million
2.9% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
137,484
shares
|
$33.3 Million
8.37% of portfolio
|
Q3 2024
Added 374.18%
|