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 2,576 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $63 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
True Private Wealth Advisors
|
Apr 25, 2024 Q1 2024 |
126,559
shares
|
$26 Million
3.1% of portfolio
|
Q1 2024
Added 86.89%
|
|
Amarillo National Bank
|
Apr 19, 2024 Q1 2024 |
125,004
shares
|
$25.7 Million
5.08% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
122,699
shares
|
$25.2 Million
1.51% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
122,672
shares
|
$25.2 Million
0.43% of portfolio
|
Q1 2024
Added 107.69%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
122,529
shares
|
$25.2 Million
0.05% of portfolio
|
Q1 2024
Reduced 53.17%
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,314
shares
|
$25.2 Million
10.52% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
Edge Wealth Management LLC
|
Apr 15, 2024 Q1 2024 |
120,314
shares
|
$24.8 Million
5.32% of portfolio
|
Q1 2024
Added 0.74%
|
|
Janney Capital Management LLC
|
May 01, 2024 Q1 2024 |
119,211
shares
|
$24.5 Million
1.67% of portfolio
|
Q1 2024
Reduced 3.16%
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
118,823
shares
|
$24.5 Million
1.24% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2024 Q1 2024 |
118,768
shares
|
$24.4 Million
0.87% of portfolio
|
Q1 2024
Added 9.46%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
118,057
shares
|
$24.3 Million
0.59% of portfolio
|
Q1 2024
Added 118.07%
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
117,678
shares
|
$24.2 Million
0.74% of portfolio
|
Q1 2024
Added 0.04%
|
|
Litman Gregory Wealth Management LLC
|
May 03, 2024 Q1 2024 |
117,655
shares
|
$24.2 Million
2.24% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
115,762
shares
|
$23.8 Million
0.28% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
Tarbox Family Office, Inc.
|
Apr 15, 2024 Q1 2024 |
115,555
shares
|
$23.8 Million
4.27% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 15, 2024 Q1 2024 |
115,000
shares
|
$23.7 Million
0.15% of portfolio
|
Q1 2024
Added 15.0%
|
|
Marshall & Sullivan Inc
|
Apr 10, 2024 Q1 2024 |
114,631
shares
|
$23.6 Million
12.52% of portfolio
|
Q1 2024
Added 0.05%
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2024 Q4 2023 |
113,455
shares
|
$23.3 Million
16.62% of portfolio
|
Q4 2023
Reduced 7.89%
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2024 Q1 2024 |
113,000
shares
|
$23.3 Million
3.29% of portfolio
|
Q3 2023
Added 4.63%
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
112,700
shares
|
$23.2 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
112,465
shares
|
$23.1 Million
0.28% of portfolio
|
Q1 2024
Added 20.31%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
111,596
shares
|
$23 Million
1.08% of portfolio
|
Q1 2024
Added 1145.21%
|
|
Shapiro Capital Management LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
109,499
shares
|
$22.5 Million
0.65% of portfolio
|
Q1 2024
Added 1394.05%
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2024 Q1 2024 |
109,200
shares
|
$22.5 Million
2.16% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
108,748
shares
|
$22.4 Million
0.27% of portfolio
|
Q1 2024
Added 6.31%
|