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 2,662 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $74.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,579
shares
|
$380,396
0.06% of portfolio
|
Q3 2024
Added 49.81%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,578
shares
|
$380,155
0.1% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,575
shares
|
$379,433
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
1,574
shares
|
$379,192
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
1,572
shares
|
$378,710
0.25% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,571
shares
|
$378,469
0.22% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
1,571
shares
|
$378,469
0.38% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
1,571
shares
|
$378,469
0.22% of portfolio
|
Q4 2022
Added 0.96%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
1,569
shares
|
$377,987
0.09% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
1,569
shares
|
$377,987
0.06% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
1,567
shares
|
$377,505
0.13% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,560
shares
|
$375,819
0.1% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,543
shares
|
$371,724
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
1,540
shares
|
$371,001
0.03% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
1,537
shares
|
$370,278
0.06% of portfolio
|
Q3 2024
Reduced 32.82%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,529
shares
|
$368,351
0.14% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
1,521
shares
|
$366,424
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
1,520
shares
|
$366,183
0.16% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,516
shares
|
$365,219
0.03% of portfolio
|
Q1 2023
Reduced 17.92%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,512
shares
|
$364,255
0.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,510
shares
|
$363,774
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,507
shares
|
$363,051
0.01% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,505
shares
|
$362,569
0.17% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
1,504
shares
|
$362,328
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,501
shares
|
$361,605
0.04% of portfolio
|
Q3 2024
Added 6.0%
|