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 |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
29,867
shares
|
$6.88 Million
1.09% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
29,681
shares
|
$6.84 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
29,604
shares
|
$6.82 Million
1.54% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
29,496
shares
|
$6.79 Million
0.82% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
29,412
shares
|
$6.77 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
29,402
shares
|
$6.77 Million
0.25% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
29,227
shares
|
$6.73 Million
0.43% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Nov 06, 2024 Q3 2024 |
29,100
shares
|
$6.7 Million
9.69% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
28,991
shares
|
$6.68 Million
1.34% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
28,828
shares
|
$6.64 Million
0.75% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
28,825
shares
|
$6.64 Million
0.22% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
28,676
shares
|
$6.6 Million
0.4% of portfolio
|
Q3 2024
Added 178.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
28,647
shares
|
$6.6 Million
0.03% of portfolio
|
Q3 2024
Added 583.86%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
28,638
shares
|
$6.6 Million
0.28% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
28,583
shares
|
$6.58 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
28,536
shares
|
$6.57 Million
0.09% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
28,336
shares
|
$6.53 Million
0.41% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
28,323
shares
|
$6.52 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
28,163
shares
|
$6.49 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
28,079
shares
|
$6.47 Million
0.26% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
28,056
shares
|
$6.46 Million
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
27,837
shares
|
$6.41 Million
0.14% of portfolio
|
Q3 2024
Added 52.45%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
27,786
shares
|
$6.4 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
27,740
shares
|
$6.39 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Albar Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
27,559
shares
|
$6.35 Million
1.45% of portfolio
|
Q3 2024
New holding
|