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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,334
shares
|
$556,565
0.2% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Nantahala Capital Management, LLC
New Canaan, CT |
Nov 14, 2024 Q3 2024 |
2,331
shares
|
$555,850
0.03% of portfolio
|
Q3 2024
Added 53.76%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,329
shares
|
$555,373
0.02% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
2,329
shares
|
$555,373
0.04% of portfolio
|
Q3 2024
Added 95.06%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
2,327
shares
|
$554,896
0.21% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
2,320
shares
|
$553,227
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
2,320
shares
|
$553,227
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
2,316
shares
|
$552,273
0.02% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,314
shares
|
$551,796
0.15% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
2,308
shares
|
$550,365
0.53% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
2,307
shares
|
$550,127
0.13% of portfolio
|
Q3 2024
Added 751.29%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
2,306
shares
|
$549,888
0.03% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,304
shares
|
$549,411
0.33% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
2,303
shares
|
$549,173
0.04% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
2,299
shares
|
$548,219
0.17% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,297
shares
|
$547,742
0.23% of portfolio
|
Q3 2024
Added 24.16%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
2,291
shares
|
$546,311
0.08% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
2,281
shares
|
$543,927
0.09% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,278
shares
|
$543,211
0.09% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,276
shares
|
$542,734
0.19% of portfolio
|
Q3 2024
Added 33.88%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
2,260
shares
|
$538,919
0.19% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,258
shares
|
$538,442
0.02% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,248
shares
|
$536,058
0.04% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,235
shares
|
$532,958
0.06% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,227
shares
|
$531,050
0.1% of portfolio
|
Q1 2022
Added 7.22%
|