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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
602
shares
|
$143,552
0.06% of portfolio
|
Q2 2024
Added 88.71%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
592
shares
|
$141,168
0.02% of portfolio
|
Q1 2024
Reduced 36.14%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
582
shares
|
$138,783
0.04% of portfolio
|
Q2 2020
Added 1064.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
581
shares
|
$138,545
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
576
shares
|
$137,352
0.09% of portfolio
|
Q3 2024
Reduced 34.25%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
571
shares
|
$136,160
0.04% of portfolio
|
Q3 2024
Reduced 44.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
560
shares
|
$133,537
0.02% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
556
shares
|
$132,583
0.06% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
553
shares
|
$131,868
0.09% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
549
shares
|
$130,914
0.01% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
549
shares
|
$130,914
0.07% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
546
shares
|
$130,199
0.02% of portfolio
|
Q4 2023
Added 4.4%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
546
shares
|
$130,199
0.05% of portfolio
|
Q2 2024
Added 56.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
544
shares
|
$129,722
0.07% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
543
shares
|
$129,483
0.01% of portfolio
|
Q3 2024
Added 19.6%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
528
shares
|
$125,906
0.01% of portfolio
|
Q2 2024
Added 3671.43%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
527
shares
|
$125,668
0.03% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
516
shares
|
$123,045
0.09% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
514
shares
|
$122,568
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
511
shares
|
$121,853
0.01% of portfolio
|
Q2 2023
Added 3.23%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
509
shares
|
$121,376
0.06% of portfolio
|
Q3 2024
Added 232.68%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
505
shares
|
$120,422
0.04% of portfolio
|
Q2 2024
Added 92.75%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
500
shares
|
$119,230
0.04% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
500
shares
|
$119,230
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
500
shares
|
$119,230
0.08% of portfolio
|
Q3 2024
Reduced 3.1%
|