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 2,662 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,446
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
7,446
shares
|
$1.79 Million
0.42% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
7,445
shares
|
$1.79 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
7,412
shares
|
$1.78 Million
0.34% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
7,412
shares
|
$1.78 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
7,341
shares
|
$1.77 Million
0.31% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
7,334
shares
|
$1.76 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.99%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,327
shares
|
$1.76 Million
0.11% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,294
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 60.72%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
7,292
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,239
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
7,217
shares
|
$1.74 Million
0.49% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
7,216
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
7,206
shares
|
$1.73 Million
0.95% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
7,192
shares
|
$1.73 Million
0.55% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
7,175
shares
|
$1.73 Million
0.68% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
7,173
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
7,170
shares
|
$1.73 Million
0.28% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
7,168
shares
|
$1.72 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
7,143
shares
|
$1.72 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
7,135
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,126
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2024
Added 146.75%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
7,115
shares
|
$1.71 Million
0.42% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,090
shares
|
$1.71 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
7,079
shares
|
$1.7 Million
0.41% of portfolio
|
Q3 2024
Reduced 26.78%
|