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 |
|---|---|---|---|---|---|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
45,957
shares
|
$11 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.42%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
45,139
shares
|
$10.8 Million
4.86% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
45,100
shares
|
$10.8 Million
6.37% of portfolio
|
Q1 2023
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
45,043
shares
|
$10.7 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Capitol Family Office, Inc.
|
Oct 29, 2024 Q3 2024 |
45,040
shares
|
$10.7 Million
12.41% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
45,006
shares
|
$10.7 Million
0.81% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
44,970
shares
|
$10.7 Million
0.34% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
44,764
shares
|
$10.7 Million
0.3% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
44,339
shares
|
$10.6 Million
4.77% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
43,870
shares
|
$10.5 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
43,618
shares
|
$10.4 Million
0.3% of portfolio
|
Q3 2024
Reduced 20.72%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
43,274
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
43,055
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
42,700
shares
|
$10.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,654
shares
|
$10.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
42,318
shares
|
$10.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Helios Capital Management Pte. LTD
|
Nov 13, 2024 Q3 2024 |
42,300
shares
|
$10.1 Million
5.81% of portfolio
|
Q2 2024
Added 20.86%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
42,296
shares
|
$10.1 Million
1.87% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
42,283
shares
|
$10.1 Million
1.46% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
42,146
shares
|
$10.1 Million
3.1% of portfolio
|
Q3 2024
Added 866.65%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
42,102
shares
|
$10 Million
0.29% of portfolio
|
Q3 2024
Reduced 83.79%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
41,623
shares
|
$9.93 Million
0.56% of portfolio
|
Q3 2024
Added 56.94%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
41,608
shares
|
$9.92 Million
0.55% of portfolio
|
Q2 2024
Reduced 11.77%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
41,463
shares
|
$9.89 Million
1.08% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
41,327
shares
|
$9.85 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.21%
|