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 |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
2,679
shares
|
$638,834
0.31% of portfolio
|
Q3 2024
Added 50.42%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,679
shares
|
$638,834
0.09% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
2,676
shares
|
$638,118
0.11% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,666
shares
|
$635,734
0.04% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
2,663
shares
|
$635,018
0.13% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,658
shares
|
$633,826
0.14% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
2,648
shares
|
$631,442
0.03% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
2,647
shares
|
$631,203
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
2,638
shares
|
$629,057
0.08% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,629
shares
|
$626,911
0.11% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,628
shares
|
$626,672
0.1% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,627
shares
|
$626,434
0.08% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,626
shares
|
$626,195
0.23% of portfolio
|
Q2 2024
Reduced 40.11%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
2,617
shares
|
$624,049
0.57% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
2,611
shares
|
$622,619
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
2,602
shares
|
$620,472
0.07% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
2,601
shares
|
$620,234
0.08% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
2,600
shares
|
$619,996
0.12% of portfolio
|
Q3 2022
Reduced 3.7%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,596
shares
|
$619,042
0.14% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
2,592
shares
|
$618,088
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,591
shares
|
$617,849
0.04% of portfolio
|
Q4 2020
Added 35.93%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,588
shares
|
$617,134
0.07% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
2,587
shares
|
$616,896
0.07% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$616,419
0.09% of portfolio
|
Q3 2024
Added 35.77%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$616,419
0.1% of portfolio
|
Q3 2024
Reduced 30.32%
|