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 |
|---|---|---|---|---|---|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
20,533
shares
|
$4.73 Million
2.69% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
20,490
shares
|
$4.72 Million
0.5% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
20,454
shares
|
$4.71 Million
0.2% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
20,223
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.2%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
20,206
shares
|
$4.65 Million
3.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,197
shares
|
$4.65 Million
1.52% of portfolio
|
Q1 2024
Added 16.75%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,196
shares
|
$4.65 Million
0.28% of portfolio
|
Q3 2024
Added 205.49%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,175
shares
|
$4.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
20,170
shares
|
$4.65 Million
1.05% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
20,158
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
20,109
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
20,011
shares
|
$4.61 Million
0.05% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
19,986
shares
|
$4.6 Million
0.07% of portfolio
|
Q3 2024
Added 1492.51%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
19,971
shares
|
$4.6 Million
1.6% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
19,880
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Added 55.31%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
19,859
shares
|
$4.57 Million
2.11% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
19,800
shares
|
$4.56 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
19,729
shares
|
$4.54 Million
2.93% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
19,725
shares
|
$4.54 Million
1.22% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
19,700
shares
|
$4.54 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19,673
shares
|
$4.53 Million
0.18% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
19,635
shares
|
$4.52 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
19,603
shares
|
$4.51 Million
1.31% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
19,521
shares
|
$4.5 Million
0.23% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
19,418
shares
|
$4.47 Million
1.15% of portfolio
|
Q2 2024
Reduced 5.17%
|