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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
498
shares
|
$118,753
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
494
shares
|
$117,799
0.01% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
485
shares
|
$115,653
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
468
shares
|
$111,599
0.01% of portfolio
|
Q1 2022
Added 51.46%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$108,022
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
452
shares
|
$107,783
0.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
451
shares
|
$107,545
0.04% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
443
shares
|
$105,637
0.07% of portfolio
|
Q1 2024
Reduced 28.89%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
441
shares
|
$105,160
0.05% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
434
shares
|
$103,491
0.03% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
425
shares
|
$101,345
0.05% of portfolio
|
Q1 2022
Reduced 74.02%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
422
shares
|
$100,630
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
417
shares
|
$99,437
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
411
shares
|
$98,007
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
405
shares
|
$96,576
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
400
shares
|
$95,384
0.02% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$95,384
0.01% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
397
shares
|
$94,668
0.03% of portfolio
|
Q3 2024
Reduced 45.54%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
393
shares
|
$93,714
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
392
shares
|
$93,476
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
389
shares
|
$92,760
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
376
shares
|
$89,660
0.06% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
371
shares
|
$88,468
0.02% of portfolio
|
Q3 2024
Reduced 53.51%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
370
shares
|
$88,230
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
362
shares
|
$86,322
0.01% of portfolio
|
Q1 2024
Reduced 65.85%
|