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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,166
shares
|
$278,044
0.05% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
1,160
shares
|
$276,613
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,159
shares
|
$276,375
1.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,154
shares
|
$275,182
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
1,154
shares
|
$275,182
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,151
shares
|
$274,467
0.04% of portfolio
|
Q4 2023
Reduced 13.72%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
1,150
shares
|
$274,229
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,148
shares
|
$273,752
0.06% of portfolio
|
Q2 2024
Reduced 15.9%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,148
shares
|
$273,752
0.02% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
1,145
shares
|
$273,036
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
1,144
shares
|
$272,798
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
1,144
shares
|
$272,798
0.17% of portfolio
|
Q4 2023
Reduced 2.47%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,142
shares
|
$272,321
0.14% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,140
shares
|
$271,844
0.1% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,136
shares
|
$270,890
0.04% of portfolio
|
Q3 2024
Added 84.42%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
1,135
shares
|
$270,652
0.01% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
1,134
shares
|
$270,413
0.13% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,132
shares
|
$269,936
0.06% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
1,130
shares
|
$269,459
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,128
shares
|
$268,982
0.09% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,128
shares
|
$268,982
0.1% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
1,127
shares
|
$268,744
0.02% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,126
shares
|
$268,505
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,126
shares
|
$268,505
0.22% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
1,125
shares
|
$268,267
0.04% of portfolio
|
Q4 2023
New holding
|