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 |
|---|---|---|---|---|---|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
9,270
shares
|
$2.21 Million
0.68% of portfolio
|
Q3 2024
Reduced 32.09%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
9,237
shares
|
$2.2 Million
0.29% of portfolio
|
Q3 2024
Added 56.85%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
9,235
shares
|
$2.2 Million
0.7% of portfolio
|
Q2 2024
Added 24.36%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
9,182
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 91.83%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
9,151
shares
|
$2.18 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
9,110
shares
|
$2.17 Million
2.07% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,109
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,103
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
9,098
shares
|
$2.17 Million
0.89% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
9,070
shares
|
$2.16 Million
0.52% of portfolio
|
Q3 2024
Added 30.96%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,033
shares
|
$2.15 Million
0.41% of portfolio
|
Q2 2023
Reduced 3.06%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
9,016
shares
|
$2.15 Million
0.92% of portfolio
|
Q3 2024
Added 89.85%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
9,016
shares
|
$2.15 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
9,010
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,973
shares
|
$2.14 Million
0.27% of portfolio
|
Q3 2024
Reduced 37.25%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
8,934
shares
|
$2.13 Million
0.28% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
8,898
shares
|
$2.12 Million
0.86% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,871
shares
|
$2.12 Million
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
8,769
shares
|
$2.09 Million
0.1% of portfolio
|
Q1 2024
Added 122.96%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
8,765
shares
|
$2.09 Million
0.97% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
8,735
shares
|
$2.08 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
8,689
shares
|
$2.07 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
8,684
shares
|
$2.07 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8,663
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,660
shares
|
$2.07 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.15%
|