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 2,576 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $63 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Oldfather Financial Services, LLC
|
Apr 25, 2024 Q1 2024 |
108,057
shares
|
$22.2 Million
9.35% of portfolio
|
Q1 2024
Added 1.59%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
107,904
shares
|
$22.2 Million
0.06% of portfolio
|
Q1 2024
Added 19.46%
|
|
Sageworth Trust CO
|
Apr 16, 2024 Q1 2024 |
107,903
shares
|
$22.2 Million
1.47% of portfolio
|
Q1 2024
Reduced 24.96%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
107,435
shares
|
$22.1 Million
13.18% of portfolio
|
Q2 2022
Added 1.64%
|
|
Man Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
107,130
shares
|
$22 Million
0.06% of portfolio
|
Q1 2024
Reduced 73.01%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
106,552
shares
|
$21.9 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
106,066
shares
|
$21.8 Million
5.76% of portfolio
|
Q3 2022
Added 1.21%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
105,857
shares
|
$21.8 Million
0.33% of portfolio
|
Q1 2024
Added 5709.93%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
105,397
shares
|
$21.7 Million
1.77% of portfolio
|
Q4 2023
Added 32.45%
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
104,679
shares
|
$21.5 Million
0.59% of portfolio
|
Q1 2024
Reduced 6.76%
|
|
1 St Source Bank
|
May 09, 2024 Q1 2024 |
103,973
shares
|
$21.4 Million
1.27% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Consolidated Investment Group LLC
|
Apr 22, 2024 Q1 2024 |
103,911
shares
|
$21.4 Million
3.54% of portfolio
|
Q3 2022
Added 5.48%
|
|
Swmg, LLC
Fort Worth, TX |
May 15, 2024 Q1 2024 |
102,393
shares
|
$21.1 Million
9.74% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
102,164
shares
|
$21 Million
1.85% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
Waters Parkerson & Co., LLC
|
May 14, 2024 Q1 2024 |
101,843
shares
|
$21 Million
1.1% of portfolio
|
Q1 2024
Added 0.98%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
101,646
shares
|
$20.9 Million
0.15% of portfolio
|
Q1 2024
Added 3.93%
|
|
Paulson Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
101,456
shares
|
$20.9 Million
6.31% of portfolio
|
Q1 2024
Added 6.4%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
101,452
shares
|
$20.9 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
Alden Global Capital LLC
West Palm Beach, FL |
May 15, 2024 Q1 2024 |
101,155
shares
|
$20.8 Million
18.68% of portfolio
|
Q1 2024
Added 621.09%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
99,407
shares
|
$20.5 Million
0.2% of portfolio
|
Q1 2024
Added 65.19%
|
|
Personal Cfo Solutions, LLC
|
May 13, 2024 Q1 2024 |
99,284
shares
|
$20.4 Million
3.48% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
99,242
shares
|
$20.4 Million
0.34% of portfolio
|
Q1 2024
Added 53.47%
|
|
Pfm Health Sciences, LP
San Francisco, CA |
May 14, 2024 Q1 2024 |
99,115
shares
|
$20.4 Million
1.03% of portfolio
|
Q1 2024
New holding
|
|
Analyst Ims Investment Management Services Ltd.
|
May 15, 2024 Q1 2024 |
98,821
shares
|
$20.3 Million
0.91% of portfolio
|
Q1 2024
Added 0.02%
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
96,843
shares
|
$19.9 Million
1.49% of portfolio
|
Q1 2024
Reduced 2.2%
|