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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
8,307
shares
|
$1.98 Million
0.27% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
8,283
shares
|
$1.98 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,275
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,252
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
8,234
shares
|
$1.96 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
8,232
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 78.8%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
8,220
shares
|
$1.96 Million
0.51% of portfolio
|
Q3 2024
Added 226.19%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
8,195
shares
|
$1.95 Million
1.86% of portfolio
|
Q2 2024
Added 1.73%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
8,187
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,144
shares
|
$1.94 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
8,133
shares
|
$1.94 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,102
shares
|
$1.93 Million
0.62% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
8,096
shares
|
$1.93 Million
0.23% of portfolio
|
Q3 2024
Added 63.56%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
8,082
shares
|
$1.93 Million
0.33% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,060
shares
|
$1.92 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
8,045
shares
|
$1.92 Million
0.61% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,016
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2024
Added 232.89%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
8,003
shares
|
$1.91 Million
0.27% of portfolio
|
Q2 2024
Added 38.98%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
7,966
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
7,962
shares
|
$1.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 86.94%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
7,946
shares
|
$1.89 Million
0.26% of portfolio
|
Q2 2024
Added 21.13%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
7,920
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,914
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2024
Reduced 40.26%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
7,910
shares
|
$1.89 Million
0.94% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
7,891
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.28%
|