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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
217
shares
|
$49,979
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
216
shares
|
$49,749
0.02% of portfolio
|
Q1 2024
Added 1250.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
213
shares
|
$49,058
0.0% of portfolio
|
Q3 2024
Added 176.62%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
212
shares
|
$48,827
0.02% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
211
shares
|
$48,597
0.03% of portfolio
|
Q2 2024
Reduced 86.62%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
209
shares
|
$48,136
0.02% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
208
shares
|
$47,906
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
206
shares
|
$47,445
0.01% of portfolio
|
Q2 2024
Reduced 51.42%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
203
shares
|
$46,754
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
202
shares
|
$46,524
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$46,064
0.01% of portfolio
|
Q3 2024
Reduced 96.67%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
197
shares
|
$45,373
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
196
shares
|
$45,142
0.01% of portfolio
|
Q3 2024
Added 161.33%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
195
shares
|
$44,912
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
194
shares
|
$44,682
0.02% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
186
shares
|
$42,839
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
185
shares
|
$42,609
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
184
shares
|
$42,378
0.02% of portfolio
|
Q2 2024
Reduced 21.03%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
180
shares
|
$41,457
0.02% of portfolio
|
Q2 2022
Reduced 11.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
180
shares
|
$41,457
0.02% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
177
shares
|
$40,766
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$39,615
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
165
shares
|
$38,002
0.0% of portfolio
|
Q3 2023
Reduced 23.26%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
165
shares
|
$38,002
0.01% of portfolio
|
Q3 2024
Added 47.32%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
163
shares
|
$37,542
0.0% of portfolio
|
Q3 2024
Added 1.24%
|