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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
970
shares
|
$231,306
0.04% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
967
shares
|
$230,590
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
966
shares
|
$230,352
0.13% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
961
shares
|
$229,160
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
961
shares
|
$229,160
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
956
shares
|
$227,967
0.02% of portfolio
|
Q2 2024
Reduced 10.57%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
954
shares
|
$227,490
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
950
shares
|
$226,537
0.05% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
950
shares
|
$226,537
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
950
shares
|
$226,537
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
948
shares
|
$226,060
0.01% of portfolio
|
Q3 2024
Added 5476.47%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
946
shares
|
$225,583
0.03% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
944
shares
|
$225,106
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
942
shares
|
$224,629
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
942
shares
|
$224,629
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
941
shares
|
$224,390
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
937
shares
|
$223,437
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
936
shares
|
$223,198
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
930
shares
|
$221,767
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
926
shares
|
$220,813
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
926
shares
|
$220,813
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
924
shares
|
$220,337
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
922
shares
|
$219,860
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$219,383
0.07% of portfolio
|
Q3 2024
Added 82.9%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
919
shares
|
$219,144
0.05% of portfolio
|
Q3 2024
New holding
|