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 $73.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
11,046
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,016
shares
|
$2.63 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
11,005
shares
|
$2.62 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
10,996
shares
|
$2.62 Million
0.23% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
10,930
shares
|
$2.61 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,914
shares
|
$2.6 Million
0.26% of portfolio
|
Q3 2024
Added 32.07%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,875
shares
|
$2.59 Million
0.2% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,837
shares
|
$2.58 Million
1.24% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
10,822
shares
|
$2.58 Million
0.26% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
10,802
shares
|
$2.58 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 18, 2024 Q3 2024 |
10,800
shares
|
$2.58 Million
0.67% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
10,780
shares
|
$2.57 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,778
shares
|
$2.57 Million
0.87% of portfolio
|
Q3 2024
Added 78.09%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
10,750
shares
|
$2.56 Million
0.98% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
10,685
shares
|
$2.55 Million
1.41% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,668
shares
|
$2.54 Million
0.37% of portfolio
|
Q3 2024
Added 29.54%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
10,616
shares
|
$2.53 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
10,601
shares
|
$2.53 Million
0.27% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,588
shares
|
$2.52 Million
0.33% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
10,573
shares
|
$2.52 Million
0.81% of portfolio
|
Q3 2024
Added 16.7%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
10,563
shares
|
$2.52 Million
1.75% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
10,546
shares
|
$2.51 Million
1.31% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
10,534
shares
|
$2.51 Million
0.53% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
10,483
shares
|
$2.5 Million
0.3% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
10,469
shares
|
$2.5 Million
1.28% of portfolio
|
Q3 2024
Added 280.97%
|