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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,231
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
4,230
shares
|
$1.01 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
4,225
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,215
shares
|
$1.01 Million
0.18% of portfolio
|
Q1 2024
Reduced 15.7%
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,214
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
4,212
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
4,206
shares
|
$1 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,203
shares
|
$1 Million
0.15% of portfolio
|
Q1 2023
Added 10.84%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
4,200
shares
|
$1 Million
0.86% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,186
shares
|
$998,193
0.41% of portfolio
|
Q3 2021
Reduced 0.1%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,181
shares
|
$997,001
0.08% of portfolio
|
Q2 2024
Added 19.22%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
4,176
shares
|
$995,808
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
4,166
shares
|
$993,424
0.42% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,160
shares
|
$991,993
0.46% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
4,157
shares
|
$991,278
0.4% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
4,156
shares
|
$991,039
0.65% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,152
shares
|
$990,085
0.2% of portfolio
|
Q2 2022
Reduced 70.29%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,152
shares
|
$990,085
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
4,151
shares
|
$989,847
0.99% of portfolio
|
Q2 2024
Reduced 22.84%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
4,135
shares
|
$986,032
0.1% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
4,129
shares
|
$984,601
0.24% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
4,111
shares
|
$980,309
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$980,070
0.96% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4,086
shares
|
$974,347
0.08% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,078
shares
|
$972,439
0.07% of portfolio
|
Q3 2024
Added 12.59%
|