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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
7,057
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
7,056
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
7,054
shares
|
$1.68 Million
0.29% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
7,045
shares
|
$1.68 Million
0.17% of portfolio
|
Q3 2024
Added 606.62%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
6,999
shares
|
$1.67 Million
0.63% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
6,991
shares
|
$1.67 Million
0.73% of portfolio
|
Q3 2024
Reduced 71.35%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
6,989
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
6,977
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
6,953
shares
|
$1.66 Million
0.37% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
6,910
shares
|
$1.65 Million
0.61% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,908
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
6,888
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
6,876
shares
|
$1.64 Million
0.6% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
6,869
shares
|
$1.64 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
6,842
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
6,838
shares
|
$1.63 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6,837
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2024
Added 76.03%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,835
shares
|
$1.63 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
6,823
shares
|
$1.63 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
6,809
shares
|
$1.62 Million
0.18% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
6,798
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,793
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,786
shares
|
$1.62 Million
0.45% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
6,775
shares
|
$1.62 Million
0.41% of portfolio
|
Q3 2024
Added 69.76%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
6,756
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.46%
|