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 |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
100
shares
|
$23,846
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
100
shares
|
$23,846
0.01% of portfolio
|
Q1 2024
Added 33.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
100
shares
|
$23,846
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
99
shares
|
$23,607
0.01% of portfolio
|
Q1 2024
Added 518.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
97
shares
|
$23,130
0.01% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
95
shares
|
$22,653
0.0% of portfolio
|
Q1 2023
Reduced 96.34%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
94
shares
|
$22,415
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
92
shares
|
$21,938
0.02% of portfolio
|
Q1 2022
Reduced 39.07%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
91
shares
|
$21,699
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
90
shares
|
$21,461
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
89
shares
|
$21,222
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
88
shares
|
$20,984
0.01% of portfolio
|
Q2 2024
Reduced 39.31%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$19,076
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
80
shares
|
$19,076
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
78
shares
|
$18,599
0.02% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
76
shares
|
$18,122
0.0% of portfolio
|
Q1 2024
Reduced 12.64%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
76
shares
|
$18,122
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
74
shares
|
$17,646
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
70
shares
|
$16,692
0.01% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
70
shares
|
$16,692
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
66
shares
|
$15,738
0.01% of portfolio
|
Q2 2024
Reduced 41.59%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
60
shares
|
$14,307
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
55
shares
|
$13,115
0.0% of portfolio
|
Q3 2024
Reduced 46.08%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
52
shares
|
$12,399
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
51
shares
|
$12,161
0.0% of portfolio
|
Q1 2024
New holding
|