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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,922
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
4,919
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
4,917
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,911
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,911
shares
|
$1.17 Million
0.82% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,903
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
4,898
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 79.87%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,896
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
4,872
shares
|
$1.16 Million
0.95% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
4,855
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2024
Added 113.78%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
4,849
shares
|
$1.16 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
4,848
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
4,847
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
4,847
shares
|
$1.16 Million
0.75% of portfolio
|
Q3 2024
Added 189.89%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
4,846
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,841
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2023
Added 13.29%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
4,828
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2024
Added 28.58%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
4,804
shares
|
$1.15 Million
0.72% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
4,802
shares
|
$1.15 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
4,799
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
4,789
shares
|
$1.14 Million
0.63% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
4,787
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
4,768
shares
|
$1.14 Million
0.46% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
4,765
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,756
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Added 0.27%
|