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 |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
6,405
shares
|
$1.53 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
6,397
shares
|
$1.53 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,362
shares
|
$1.52 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
6,332
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Added 81.85%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,326
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
6,322
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 60.58%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,305
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,299
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
6,282
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.43%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
6,267
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
6,235
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2024
Reduced 83.77%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
6,233
shares
|
$1.49 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
6,231
shares
|
$1.49 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
6,205
shares
|
$1.48 Million
0.35% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
6,181
shares
|
$1.47 Million
0.23% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,180
shares
|
$1.47 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
6,140
shares
|
$1.46 Million
1.23% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
6,134
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
6,122
shares
|
$1.46 Million
0.76% of portfolio
|
Q3 2024
Added 76.32%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
6,104
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.34%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
6,080
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
6,080
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
6,074
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
6,054
shares
|
$1.44 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
6,051
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.54%
|