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 2,661 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $73.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
1,636
shares
|
$390,120
0.24% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,635
shares
|
$389,882
0.46% of portfolio
|
Q3 2023
Added 6.93%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
1,631
shares
|
$388,928
0.16% of portfolio
|
Q3 2024
Added 24.12%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
1,629
shares
|
$388,451
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
1,626
shares
|
$387,735
0.12% of portfolio
|
Q3 2024
Reduced 35.98%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,625
shares
|
$387,497
0.09% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,622
shares
|
$386,782
0.03% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,615
shares
|
$385,112
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
1,614
shares
|
$384,874
0.24% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
1,610
shares
|
$383,920
0.2% of portfolio
|
Q2 2024
Reduced 15.71%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
1,606
shares
|
$382,966
0.04% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,605
shares
|
$382,728
0.09% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,605
shares
|
$382,728
0.15% of portfolio
|
Q3 2024
Added 116.31%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
1,603
shares
|
$382,251
0.02% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,600
shares
|
$381,536
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
1,599
shares
|
$381,297
0.12% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,598
shares
|
$381,059
0.03% of portfolio
|
Q3 2024
Reduced 40.55%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
1,596
shares
|
$380,582
0.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,589
shares
|
$378,912
0.01% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
1,585
shares
|
$377,959
0.06% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,584
shares
|
$377,720
0.07% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
1,582
shares
|
$377,243
0.17% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
1,579
shares
|
$376,528
0.2% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,579
shares
|
$376,528
0.06% of portfolio
|
Q3 2024
Added 49.81%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,578
shares
|
$376,289
0.1% of portfolio
|
Q3 2024
Reduced 4.83%
|