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 |
|---|---|---|---|---|---|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,423
shares
|
$1.05 Million
1.54% of portfolio
|
Q3 2024
Reduced 33.22%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
4,420
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
4,401
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
4,397
shares
|
$1.05 Million
0.66% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
4,380
shares
|
$1.04 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
4,377
shares
|
$1.04 Million
0.49% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
4,366
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
4,357
shares
|
$1.04 Million
0.26% of portfolio
|
Q4 2023
Reduced 33.48%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
4,348
shares
|
$1.04 Million
0.38% of portfolio
|
Q3 2024
Reduced 34.32%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
4,336
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,335
shares
|
$1.03 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,328
shares
|
$1.03 Million
0.34% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,314
shares
|
$1.03 Million
0.17% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
4,309
shares
|
$1.03 Million
0.42% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,308
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,300
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
4,296
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,291
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 28.86%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,289
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,288
shares
|
$1.02 Million
0.41% of portfolio
|
Q4 2023
Reduced 67.63%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
4,286
shares
|
$1.02 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
4,277
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
4,277
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
4,274
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,247
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Added 10.17%
|