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 2,662 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
3,883
shares
|
$934,327
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
3,839
shares
|
$923,740
0.12% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3,813
shares
|
$917,484
0.33% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
3,812
shares
|
$917,243
0.1% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
3,800
shares
|
$914,356
0.61% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,789
shares
|
$911,709
0.25% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
3,784
shares
|
$910,506
0.43% of portfolio
|
Q4 2023
Added 21.67%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
3,777
shares
|
$908,821
0.02% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
3,775
shares
|
$908,340
0.33% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
3,742
shares
|
$900,400
0.06% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,739
shares
|
$899,678
0.09% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,736
shares
|
$898,956
0.28% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
3,733
shares
|
$898,234
0.05% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
3,729
shares
|
$897,271
0.16% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,715
shares
|
$893,903
0.36% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
3,712
shares
|
$893,181
0.01% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
3,710
shares
|
$892,700
0.24% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
3,706
shares
|
$891,737
0.3% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,701
shares
|
$890,534
0.46% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
3,695
shares
|
$889,090
0.25% of portfolio
|
Q3 2024
Added 112.36%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,693
shares
|
$888,609
0.07% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,686
shares
|
$886,925
0.02% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
3,682
shares
|
$885,962
0.03% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
3,677
shares
|
$884,759
0.01% of portfolio
|
Q3 2024
Reduced 59.09%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,669
shares
|
$882,834
0.16% of portfolio
|
Q1 2022
Reduced 4.63%
|