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 307 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
135,453
shares
|
$31.2 Million
0.28% of portfolio
|
Q3 2024
Added 101.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
135,170
shares
|
$31.1 Million
0.78% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2024 Q3 2024 |
134,089
shares
|
$30.9 Million
10.52% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
133,640
shares
|
$30.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 38.06%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
133,288
shares
|
$30.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
132,047
shares
|
$30.4 Million
1.44% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
131,428
shares
|
$30.3 Million
5.51% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
131,400
shares
|
$30.3 Million
4.32% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
131,400
shares
|
$30.3 Million
1.89% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
130,589
shares
|
$30.1 Million
0.81% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
128,657
shares
|
$29.6 Million
2.42% of portfolio
|
Q3 2024
Added 53.36%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
127,938
shares
|
$29.5 Million
14.65% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
127,739
shares
|
$29.4 Million
0.29% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
126,008
shares
|
$29 Million
0.41% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
124,574
shares
|
$28.7 Million
0.77% of portfolio
|
Q3 2024
Added 7676.15%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
122,428
shares
|
$28.2 Million
0.9% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,314
shares
|
$28.2 Million
10.52% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
120,884
shares
|
$27.8 Million
0.5% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
120,819
shares
|
$27.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 23.56%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
120,696
shares
|
$27.8 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
118,166
shares
|
$27.2 Million
5.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
116,680
shares
|
$26.9 Million
8.1% of portfolio
|
Q3 2024
Added 1204.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
116,450
shares
|
$26.8 Million
0.26% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
114,498
shares
|
$26.4 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Marshall & Sullivan Inc
|
Oct 09, 2024 Q3 2024 |
113,900
shares
|
$26.2 Million
12.69% of portfolio
|
Q3 2024
Reduced 1.37%
|