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 |
|---|---|---|---|---|---|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
18,225
shares
|
$4.35 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
18,217
shares
|
$4.34 Million
1.89% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
18,189
shares
|
$4.34 Million
0.48% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
18,176
shares
|
$4.33 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
18,158
shares
|
$4.33 Million
0.92% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
18,105
shares
|
$4.32 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
18,101
shares
|
$4.32 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
17,980
shares
|
$4.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
17,923
shares
|
$4.27 Million
1.93% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
17,880
shares
|
$4.26 Million
0.35% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
17,852
shares
|
$4.26 Million
0.09% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
17,767
shares
|
$4.24 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
17,767
shares
|
$4.24 Million
0.24% of portfolio
|
Q3 2024
Reduced 85.07%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
17,725
shares
|
$4.23 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
17,658
shares
|
$4.21 Million
0.64% of portfolio
|
Q1 2024
Added 86.7%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,573
shares
|
$4.19 Million
1.9% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
17,562
shares
|
$4.19 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
17,488
shares
|
$4.17 Million
1.13% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
17,459
shares
|
$4.16 Million
0.87% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
17,425
shares
|
$4.16 Million
2.32% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,423
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
17,405
shares
|
$4.15 Million
0.8% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,356
shares
|
$4.14 Million
0.27% of portfolio
|
Q4 2022
Added 304.47%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
17,298
shares
|
$4.12 Million
0.87% of portfolio
|
Q3 2024
Added 33.26%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
17,296
shares
|
$4.12 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.37%
|