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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
12,590
shares
|
$3 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
12,554
shares
|
$2.99 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,427
shares
|
$2.96 Million
0.17% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
12,405
shares
|
$2.96 Million
2.15% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
12,323
shares
|
$2.94 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
12,233
shares
|
$2.92 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
12,229
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
12,224
shares
|
$2.91 Million
0.38% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
12,200
shares
|
$2.91 Million
0.07% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
12,199
shares
|
$2.91 Million
0.34% of portfolio
|
Q3 2024
Added 29.97%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
12,170
shares
|
$2.9 Million
0.45% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,169
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,060
shares
|
$2.88 Million
0.11% of portfolio
|
Q2 2023
Added 3.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,050
shares
|
$2.87 Million
0.12% of portfolio
|
Q3 2024
Added 61.72%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
11,980
shares
|
$2.86 Million
0.42% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
11,964
shares
|
$2.85 Million
0.08% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
11,899
shares
|
$2.84 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,880
shares
|
$2.83 Million
0.06% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
11,878
shares
|
$2.83 Million
0.41% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
11,821
shares
|
$2.82 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
11,799
shares
|
$2.81 Million
1.59% of portfolio
|
Q3 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,751
shares
|
$2.8 Million
0.24% of portfolio
|
Q2 2022
Reduced 2.55%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
11,718
shares
|
$2.79 Million
1.21% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
11,707
shares
|
$2.79 Million
0.34% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
11,687
shares
|
$2.79 Million
0.19% of portfolio
|
Q3 2024
Added 9.81%
|