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 |
|---|---|---|---|---|---|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
5,679
shares
|
$1.35 Million
0.81% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,649
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
5,649
shares
|
$1.35 Million
0.57% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
5,620
shares
|
$1.34 Million
0.72% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
5,609
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Added 491.04%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
5,598
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2020
Added 24.74%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,595
shares
|
$1.33 Million
0.37% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
5,590
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 93.13%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
5,572
shares
|
$1.33 Million
0.43% of portfolio
|
Q3 2024
Added 36.33%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
5,555
shares
|
$1.32 Million
0.24% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,548
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2022
Added 370.57%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
5,542
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,540
shares
|
$1.32 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
5,535
shares
|
$1.32 Million
0.24% of portfolio
|
Q3 2024
Reduced 94.45%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
5,520
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Added 388.5%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,515
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
5,501
shares
|
$1.31 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
5,497
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.8%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
5,486
shares
|
$1.31 Million
0.4% of portfolio
|
Q3 2024
Added 74.16%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Reduced 19.65%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
5,460
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
5,448
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,448
shares
|
$1.3 Million
0.57% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,439
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,422
shares
|
$1.29 Million
0.18% of portfolio
|
Q4 2022
Reduced 3.61%
|