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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
1,798
shares
|
$432,634
0.07% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
1,796
shares
|
$432,153
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
1,780
shares
|
$428,303
0.24% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,773
shares
|
$426,619
0.04% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
1,771
shares
|
$426,138
0.04% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
1,769
shares
|
$425,656
0.04% of portfolio
|
Q3 2024
Reduced 28.58%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
1,766
shares
|
$424,934
0.06% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,765
shares
|
$424,694
0.27% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,765
shares
|
$424,694
0.02% of portfolio
|
Q3 2024
Reduced 42.45%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,763
shares
|
$424,213
0.06% of portfolio
|
Q3 2024
Reduced 93.87%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,758
shares
|
$423,009
0.14% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
1,758
shares
|
$423,009
0.13% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,751
shares
|
$421,325
0.08% of portfolio
|
Q2 2024
Reduced 78.18%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,747
shares
|
$420,363
0.05% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Professional Advisory Services Inc
|
Oct 17, 2024 Q3 2024 |
1,735
shares
|
$417,475
0.05% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
1,735
shares
|
$417,475
0.11% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,730
shares
|
$416,272
0.2% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
1,723
shares
|
$414,588
0.11% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
1,718
shares
|
$413,385
0.27% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,717
shares
|
$413,144
0.04% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,716
shares
|
$412,903
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
1,716
shares
|
$412,903
0.07% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,715
shares
|
$412,663
0.2% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$412,422
0.26% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,706
shares
|
$410,497
0.0% of portfolio
|
Q3 2024
Added 79.01%
|