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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
50,846
shares
|
$11.7 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
50,657
shares
|
$11.7 Million
3.35% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
50,646
shares
|
$11.7 Million
1.88% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Latigo Investments, LLC
|
Nov 13, 2024 Q3 2024 |
50,522
shares
|
$11.6 Million
5.51% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
50,403
shares
|
$11.6 Million
5.37% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
50,397
shares
|
$11.6 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
50,354
shares
|
$11.6 Million
11.43% of portfolio
|
Q3 2024
Added 92.69%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
50,226
shares
|
$11.6 Million
3.12% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$11.5 Million
0.36% of portfolio
|
Q3 2024
Reduced 86.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
49,984
shares
|
$11.5 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
49,732
shares
|
$11.5 Million
6.2% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
49,380
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
48,577
shares
|
$11.2 Million
0.21% of portfolio
|
Q3 2024
Added 75.4%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
48,405
shares
|
$11.1 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
48,216
shares
|
$11.1 Million
0.44% of portfolio
|
Q3 2024
Added 172.01%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
48,060
shares
|
$11.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
47,860
shares
|
$11 Million
0.24% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
47,827
shares
|
$11 Million
3.09% of portfolio
|
Q3 2019
Reduced 33.22%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
47,645
shares
|
$11 Million
8.98% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,129
shares
|
$10.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
46,949
shares
|
$10.8 Million
0.21% of portfolio
|
Q4 2022
Reduced 3.33%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
46,772
shares
|
$10.8 Million
0.4% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
46,746
shares
|
$10.8 Million
0.09% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
46,514
shares
|
$10.7 Million
0.64% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
46,000
shares
|
$10.6 Million
0.33% of portfolio
|
Q3 2024
Added 408.91%
|