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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
1,290
shares
|
$307,613
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
1,286
shares
|
$306,659
0.03% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,286
shares
|
$306,659
0.03% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,282
shares
|
$305,705
0.13% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,282
shares
|
$305,705
0.14% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
1,280
shares
|
$305,228
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,269
shares
|
$302,605
0.03% of portfolio
|
Q3 2024
Reduced 66.6%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,262
shares
|
$300,936
0.1% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
1,258
shares
|
$299,982
0.03% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
1,257
shares
|
$299,744
0.09% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
1,253
shares
|
$298,790
0.03% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,253
shares
|
$298,790
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$298,075
0.04% of portfolio
|
Q3 2023
Reduced 30.56%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,246
shares
|
$297,121
0.06% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,245
shares
|
$296,882
0.03% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
1,243
shares
|
$296,405
0.06% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,242
shares
|
$296,167
0.09% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,234
shares
|
$294,259
0.05% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
1,225
shares
|
$292,113
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,225
shares
|
$292,113
0.05% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,225
shares
|
$292,113
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,225
shares
|
$292,113
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
1,223
shares
|
$291,636
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
1,222
shares
|
$291,398
0.12% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,221
shares
|
$291,159
0.18% of portfolio
|
Q3 2023
New holding
|