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 |
|---|---|---|---|---|---|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
58,251
shares
|
$13.9 Million
0.1% of portfolio
|
Q3 2024
Added 949.95%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
58,143
shares
|
$13.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
57,924
shares
|
$13.8 Million
0.1% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
57,878
shares
|
$13.8 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
57,631
shares
|
$13.7 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
57,488
shares
|
$13.7 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,435
shares
|
$13.7 Million
2.35% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
57,363
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
57,297
shares
|
$13.7 Million
0.24% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Greenfield Ftc, Inc.
|
Oct 02, 2024 Q3 2024 |
57,262
shares
|
$13.7 Million
2.74% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
55,975
shares
|
$13.3 Million
1.19% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
55,833
shares
|
$13.3 Million
14.91% of portfolio
|
Q3 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
55,530
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2024
Added 274.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
54,682
shares
|
$13 Million
0.36% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
54,238
shares
|
$12.9 Million
0.15% of portfolio
|
Q3 2024
Added 31.97%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
54,074
shares
|
$12.9 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
54,045
shares
|
$12.9 Million
2.64% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
53,384
shares
|
$12.7 Million
1.39% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
52,801
shares
|
$12.6 Million
0.07% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
52,416
shares
|
$12.5 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
51,890
shares
|
$12.4 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
51,541
shares
|
$12.3 Million
4.26% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
51,495
shares
|
$12.3 Million
7.16% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
51,295
shares
|
$12.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 22.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
51,138
shares
|
$12.2 Million
0.54% of portfolio
|
Q3 2024
Added 10.04%
|