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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,028
shares
|
$483,596
0.08% of portfolio
|
Q2 2023
Added 2.53%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,026
shares
|
$483,119
0.18% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
2,024
shares
|
$482,643
0.03% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
2,022
shares
|
$482,166
0.03% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
2,012
shares
|
$479,781
0.07% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
2,011
shares
|
$479,543
0.15% of portfolio
|
Q4 2022
Reduced 46.17%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
2,007
shares
|
$478,589
0.14% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,006
shares
|
$478,350
0.13% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
2,005
shares
|
$478,112
0.21% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
2,002
shares
|
$477,396
0.29% of portfolio
|
Q1 2024
Added 62.9%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
2,002
shares
|
$477,396
0.13% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$476,920
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
1,995
shares
|
$475,727
0.16% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,994
shares
|
$475,489
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
1,990
shares
|
$474,535
0.03% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
1,990
shares
|
$474,535
0.2% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,988
shares
|
$474,058
0.21% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,987
shares
|
$473,820
0.24% of portfolio
|
Q3 2024
Added 67.12%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
1,985
shares
|
$473,343
0.03% of portfolio
|
Q2 2024
Added 17.8%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
1,980
shares
|
$472,150
0.31% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
1,977
shares
|
$471,435
0.08% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
1,975
shares
|
$470,958
0.35% of portfolio
|
Q1 2022
Added 3.95%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
1,971
shares
|
$470,004
0.1% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,960
shares
|
$467,381
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,956
shares
|
$466,427
0.75% of portfolio
|
Q1 2023
New holding
|