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 |
|---|---|---|---|---|---|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
3,643
shares
|
$868,709
0.21% of portfolio
|
Q3 2024
Reduced 27.7%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,639
shares
|
$867,755
0.22% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
3,632
shares
|
$866,086
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,630
shares
|
$865,609
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,622
shares
|
$863,702
0.18% of portfolio
|
Q1 2024
Reduced 4.26%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
3,622
shares
|
$863,702
0.27% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
3,615
shares
|
$862,032
0.29% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,614
shares
|
$861,794
0.08% of portfolio
|
Q3 2024
Added 622.8%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,613
shares
|
$861,555
0.06% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
3,570
shares
|
$851,302
0.52% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
3,564
shares
|
$849,871
0.03% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,564
shares
|
$849,871
0.12% of portfolio
|
Q3 2023
Reduced 15.26%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
3,562
shares
|
$849,394
0.28% of portfolio
|
Q2 2024
Reduced 25.98%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,558
shares
|
$848,440
0.09% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,545
shares
|
$845,340
0.14% of portfolio
|
Q3 2020
Reduced 3.96%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,542
shares
|
$844,625
0.06% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,539
shares
|
$843,909
0.36% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,535
shares
|
$842,956
0.04% of portfolio
|
Q2 2022
Added 28.22%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
3,514
shares
|
$837,948
0.38% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,495
shares
|
$833,417
0.29% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,495
shares
|
$833,417
0.47% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
3,485
shares
|
$831,033
0.29% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
3,482
shares
|
$830,317
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
3,475
shares
|
$828,648
0.32% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,473
shares
|
$828,171
0.43% of portfolio
|
Q3 2024
Reduced 3.58%
|