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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
4,750
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2024
Added 61.02%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
4,746
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
4,718
shares
|
$1.13 Million
0.61% of portfolio
|
Q1 2024
Added 66.6%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
4,715
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
4,706
shares
|
$1.12 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,685
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 64.96%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,685
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
4,638
shares
|
$1.11 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,628
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2021
Reduced 1.07%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$1.1 Million
0.39% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
4,598
shares
|
$1.1 Million
0.34% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,591
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
4,588
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
4,587
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2024
Added 43.97%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,567
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
4,563
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,558
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
4,545
shares
|
$1.08 Million
0.96% of portfolio
|
Q3 2024
Added 31.93%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
4,531
shares
|
$1.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,526
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,515
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
4,500
shares
|
$1.07 Million
0.54% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
4,486
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
4,478
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2024
Reduced 87.15%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,472
shares
|
$1.07 Million
0.14% of portfolio
|
Q1 2024
Added 229.55%
|