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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
51
shares
|
$11,746
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$11,516
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,516
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
50
shares
|
$11,516
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
49
shares
|
$11,285
0.0% of portfolio
|
Q2 2024
Reduced 80.32%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
47
shares
|
$10,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
46
shares
|
$10,594
0.01% of portfolio
|
Q1 2024
Reduced 14.81%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
43
shares
|
$9,903
0.0% of portfolio
|
Q2 2024
Added 290.91%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
35
shares
|
$8,061
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
33
shares
|
$7,600
0.01% of portfolio
|
Q3 2024
Reduced 43.1%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
32
shares
|
$7,370
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$6,909
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
29
shares
|
$6,679
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
29
shares
|
$6,679
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
26
shares
|
$5,988
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
25
shares
|
$5,758
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
25
shares
|
$5,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
23
shares
|
$5,297
0.0% of portfolio
|
Q3 2024
Reduced 89.64%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
23
shares
|
$5,297
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
22
shares
|
$5,067
0.0% of portfolio
|
Q2 2024
Reduced 87.43%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
19
shares
|
$4,376
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
18
shares
|
$4,145
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
18
shares
|
$4,145
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
17
shares
|
$3,915
0.0% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
14
shares
|
$3,224
0.0% of portfolio
|
Q2 2024
New holding
|