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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,702
shares
|
$405,858
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,701
shares
|
$405,620
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$405,382
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$405,382
0.03% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
1,689
shares
|
$402,758
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
1,686
shares
|
$402,043
0.27% of portfolio
|
Q3 2024
Reduced 44.58%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,683
shares
|
$401,328
0.08% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,681
shares
|
$400,851
0.02% of portfolio
|
Q2 2022
Added 13.73%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
1,680
shares
|
$400,612
0.12% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
1,678
shares
|
$400,135
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
1,674
shares
|
$399,182
0.0% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
1,670
shares
|
$398,228
0.11% of portfolio
|
Q2 2024
Reduced 32.72%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
1,670
shares
|
$398,228
0.12% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,665
shares
|
$397,035
0.03% of portfolio
|
Q4 2016
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
1,663
shares
|
$396,558
0.09% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,656
shares
|
$394,889
0.16% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,653
shares
|
$394,174
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
1,648
shares
|
$392,982
0.24% of portfolio
|
Q3 2024
Reduced 27.34%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,647
shares
|
$392,743
0.09% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,646
shares
|
$392,505
0.08% of portfolio
|
Q2 2024
Added 162.94%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
1,646
shares
|
$392,505
0.09% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Flower City Capital
|
Oct 15, 2024 Q3 2024 |
1,645
shares
|
$392,266
0.21% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
1,644
shares
|
$392,028
0.12% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,641
shares
|
$391,312
0.18% of portfolio
|
Q3 2024
Reduced 78.55%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
1,640
shares
|
$391,074
0.01% of portfolio
|
Q1 2023
Reduced 4.71%
|