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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,357
shares
|
$4.62 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
19,287
shares
|
$4.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
19,184
shares
|
$4.57 Million
0.24% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
19,162
shares
|
$4.57 Million
0.52% of portfolio
|
Q2 2023
Reduced 2.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
19,124
shares
|
$4.56 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
19,061
shares
|
$4.55 Million
1.53% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
18,995
shares
|
$4.53 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Nov 14, 2024 Q3 2024 |
18,831
shares
|
$4.49 Million
1.05% of portfolio
|
Q3 2024
Added 463.46%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
18,787
shares
|
$4.48 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
18,771
shares
|
$4.48 Million
0.12% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
18,743
shares
|
$4.47 Million
1.66% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
18,735
shares
|
$4.47 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
18,691
shares
|
$4.46 Million
0.4% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
18,680
shares
|
$4.45 Million
3.38% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
18,677
shares
|
$4.45 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,665
shares
|
$4.45 Million
0.04% of portfolio
|
Q3 2024
Reduced 88.64%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
18,577
shares
|
$4.43 Million
3.03% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
18,549
shares
|
$4.42 Million
0.25% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
18,503
shares
|
$4.41 Million
0.05% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
18,449
shares
|
$4.4 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
18,363
shares
|
$4.38 Million
1.16% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,362
shares
|
$4.38 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
18,280
shares
|
$4.36 Million
0.52% of portfolio
|
Q3 2024
Added 836.96%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
18,269
shares
|
$4.36 Million
1.33% of portfolio
|
Q3 2024
Added 310.35%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
18,228
shares
|
$4.35 Million
0.65% of portfolio
|
Q3 2024
Reduced 14.25%
|