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 |
|---|---|---|---|---|---|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
16,068
shares
|
$3.83 Million
0.82% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
16,046
shares
|
$3.83 Million
0.11% of portfolio
|
Q3 2024
Added 31.16%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
16,000
shares
|
$3.82 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
15,980
shares
|
$3.81 Million
0.91% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
15,852
shares
|
$3.78 Million
0.29% of portfolio
|
Q3 2024
Added 49.22%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,851
shares
|
$3.78 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
15,828
shares
|
$3.77 Million
0.15% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
15,801
shares
|
$3.77 Million
0.16% of portfolio
|
Q3 2024
Added 151.77%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
15,689
shares
|
$3.74 Million
1.59% of portfolio
|
Q3 2024
Reduced 35.41%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
15,656
shares
|
$3.73 Million
1.68% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
15,583
shares
|
$3.72 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
15,542
shares
|
$3.71 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
15,530
shares
|
$3.7 Million
1.06% of portfolio
|
Q3 2024
Added 32.96%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
15,500
shares
|
$3.7 Million
1.7% of portfolio
|
Q3 2024
Added 188.64%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,500
shares
|
$3.7 Million
1.78% of portfolio
|
Q3 2021
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
15,369
shares
|
$3.66 Million
0.54% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,367
shares
|
$3.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
15,358
shares
|
$3.66 Million
1.74% of portfolio
|
Q3 2024
Added 9096.41%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
15,325
shares
|
$3.65 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
15,245
shares
|
$3.64 Million
2.32% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
15,241
shares
|
$3.63 Million
0.9% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
15,233
shares
|
$3.63 Million
2.36% of portfolio
|
Q3 2024
Reduced 40.02%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
15,230
shares
|
$3.63 Million
0.16% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,192
shares
|
$3.62 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
15,081
shares
|
$3.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.0%
|