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 2,662 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 $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
362
shares
|
$83,375
0.01% of portfolio
|
Q1 2024
Reduced 65.85%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
356
shares
|
$81,993
0.02% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
352
shares
|
$81,072
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
351
shares
|
$80,842
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
350
shares
|
$80,612
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
343
shares
|
$78,999
0.01% of portfolio
|
Q2 2023
Reduced 12.94%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
339
shares
|
$78,078
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
337
shares
|
$77,617
0.01% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
337
shares
|
$77,617
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
335
shares
|
$77,157
0.01% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
335
shares
|
$77,157
0.0% of portfolio
|
Q2 2024
Reduced 16.25%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
330
shares
|
$76,005
0.04% of portfolio
|
Q1 2024
Reduced 92.55%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
330
shares
|
$76,005
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
329
shares
|
$75,775
0.03% of portfolio
|
Q2 2024
Reduced 31.03%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
323
shares
|
$74,393
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
321
shares
|
$73,932
0.02% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
320
shares
|
$73,702
0.0% of portfolio
|
Q4 2023
Reduced 48.39%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
318
shares
|
$73,241
0.03% of portfolio
|
Q2 2024
Added 15.64%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
316
shares
|
$72,781
0.02% of portfolio
|
Q3 2024
Added 42.34%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
315
shares
|
$72,550
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
313
shares
|
$72,090
0.09% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
304
shares
|
$70,017
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
303
shares
|
$69,786
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
300
shares
|
$69,096
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
294
shares
|
$67,714
0.02% of portfolio
|
Q3 2024
Added 0.34%
|