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 |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,124
shares
|
$268,029
0.06% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,121
shares
|
$267,313
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
1,121
shares
|
$267,313
0.15% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,120
shares
|
$267,075
0.26% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1,115
shares
|
$265,882
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,114
shares
|
$265,644
0.07% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
1,114
shares
|
$265,644
0.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
1,111
shares
|
$264,929
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
1,111
shares
|
$264,929
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
1,110
shares
|
$264,690
0.03% of portfolio
|
Q1 2024
Added 5.21%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
1,108
shares
|
$264,213
0.08% of portfolio
|
Q3 2024
Reduced 60.71%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
1,105
shares
|
$263,498
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
1,104
shares
|
$263,259
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,103
shares
|
$263,021
0.02% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,101
shares
|
$262,544
0.03% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
1,100
shares
|
$262,306
0.03% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$262,306
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$261,113
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
1,093
shares
|
$260,636
0.18% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
1,093
shares
|
$260,636
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,088
shares
|
$259,444
0.02% of portfolio
|
Q2 2024
Added 108.83%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
1,088
shares
|
$259,444
0.0% of portfolio
|
Q3 2024
Reduced 51.41%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,086
shares
|
$258,967
0.13% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
1,084
shares
|
$258,490
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
1,078
shares
|
$257,059
0.15% of portfolio
|
Q4 2023
New holding
|