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 |
|---|---|---|---|---|---|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,066
shares
|
$969,578
0.58% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
4,060
shares
|
$968,147
0.03% of portfolio
|
Q3 2024
Reduced 77.54%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
4,053
shares
|
$966,478
0.07% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
4,047
shares
|
$965,047
0.22% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
4,034
shares
|
$961,947
0.26% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$959,801
0.19% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
4,015
shares
|
$957,416
0.43% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
4,000
shares
|
$953,840
0.34% of portfolio
|
Q1 2020
Reduced 30.94%
|
|
|
Savior LLC
|
Oct 18, 2024 Q3 2024 |
3,974
shares
|
$947,640
4.85% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,971
shares
|
$946,924
0.21% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,968
shares
|
$946,209
0.05% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,967
shares
|
$945,970
0.08% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,957
shares
|
$943,586
0.05% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,955
shares
|
$943,109
0.02% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,940
shares
|
$939,532
0.36% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,939
shares
|
$939,293
0.34% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,937
shares
|
$938,817
0.15% of portfolio
|
Q3 2024
Added 563.91%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,932
shares
|
$937,624
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,928
shares
|
$936,670
0.34% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,918
shares
|
$934,286
0.18% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
3,908
shares
|
$931,901
0.36% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
3,905
shares
|
$931,186
0.26% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
3,895
shares
|
$928,801
0.12% of portfolio
|
Q3 2024
Added 109.86%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
3,883
shares
|
$925,940
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
3,839
shares
|
$915,447
0.12% of portfolio
|
Q3 2024
Reduced 12.33%
|