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 |
|---|---|---|---|---|---|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,956
shares
|
$470,652
0.75% of portfolio
|
Q1 2023
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,954
shares
|
$470,171
0.24% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
1,948
shares
|
$468,727
0.16% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
1,948
shares
|
$468,727
0.25% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
1,942
shares
|
$467,284
0.18% of portfolio
|
Q3 2024
Reduced 65.27%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
1,938
shares
|
$466,321
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
1,931
shares
|
$464,637
0.2% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
1,930
shares
|
$464,396
0.18% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,918
shares
|
$461,509
0.07% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,914
shares
|
$460,546
0.13% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
1,905
shares
|
$458,381
0.29% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,900
shares
|
$457,178
0.02% of portfolio
|
Q2 2024
Added 12.43%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
1,900
shares
|
$457,178
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
1,897
shares
|
$456,456
0.23% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$456,456
0.07% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
1,897
shares
|
$456,456
0.06% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,891
shares
|
$455,012
0.41% of portfolio
|
Q3 2024
Added 70.21%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,889
shares
|
$454,531
0.01% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,887
shares
|
$454,049
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,886
shares
|
$453,809
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$453,087
0.12% of portfolio
|
Q2 2022
Added 14.19%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,883
shares
|
$453,087
0.33% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
1,876
shares
|
$451,403
0.22% of portfolio
|
Q3 2024
Added 7716.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,874
shares
|
$450,921
0.03% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
1,867
shares
|
$449,237
0.06% of portfolio
|
Q3 2024
New holding
|