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 $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
32,245
shares
|
$7.43 Million
6.92% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
32,071
shares
|
$7.39 Million
0.16% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
31,961
shares
|
$7.36 Million
0.98% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
31,786
shares
|
$7.32 Million
0.49% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
31,689
shares
|
$7.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
31,595
shares
|
$7.28 Million
1.63% of portfolio
|
Q2 2024
Added 15.65%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
31,332
shares
|
$7.22 Million
0.25% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
31,324
shares
|
$7.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
31,284
shares
|
$7.21 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
31,246
shares
|
$7.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
31,173
shares
|
$7.18 Million
1.34% of portfolio
|
Q3 2024
Reduced 42.63%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
31,136
shares
|
$7.17 Million
2.16% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
30,934
shares
|
$7.12 Million
0.23% of portfolio
|
Q1 2023
Added 5.18%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
30,894
shares
|
$7.12 Million
6.52% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
30,808
shares
|
$7.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
30,653
shares
|
$7.06 Million
4.99% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
30,625
shares
|
$7.05 Million
1.24% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
30,558
shares
|
$7.04 Million
0.32% of portfolio
|
Q3 2024
Added 30.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
30,497
shares
|
$7.02 Million
0.34% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
30,434
shares
|
$7.01 Million
0.02% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
30,397
shares
|
$7 Million
0.01% of portfolio
|
Q3 2022
Reduced 10.46%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
30,353
shares
|
$6.99 Million
2.17% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
30,106
shares
|
$6.93 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
30,105
shares
|
$6.93 Million
1.53% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
30,033
shares
|
$6.92 Million
0.16% of portfolio
|
Q3 2024
Added 3.3%
|