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 |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$357,690
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
1,499
shares
|
$357,451
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,499
shares
|
$357,451
0.03% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
1,496
shares
|
$356,736
0.07% of portfolio
|
Q3 2024
Added 114.63%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
1,493
shares
|
$356,020
0.14% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
1,491
shares
|
$355,543
0.07% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,490
shares
|
$355,305
0.05% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,490
shares
|
$355,305
0.0% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,488
shares
|
$354,828
0.05% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
1,487
shares
|
$354,590
0.02% of portfolio
|
Q3 2024
Added 47.52%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,484
shares
|
$353,874
0.05% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
1,484
shares
|
$353,874
0.34% of portfolio
|
Q3 2023
Reduced 91.76%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,482
shares
|
$353,397
0.04% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
1,477
shares
|
$352,205
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
1,477
shares
|
$352,205
0.04% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,474
shares
|
$351,490
0.22% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
1,472
shares
|
$351,013
0.1% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,471
shares
|
$350,774
0.16% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
1,467
shares
|
$349,820
0.03% of portfolio
|
Q3 2024
Reduced 20.66%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
1,465
shares
|
$349,343
0.06% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,451
shares
|
$346,005
0.03% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,449
shares
|
$345,528
0.03% of portfolio
|
Q2 2023
Reduced 28.69%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
1,448
shares
|
$345,290
0.12% of portfolio
|
Q4 2023
Reduced 3.01%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,446
shares
|
$344,813
0.19% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
1,445
shares
|
$344,574
0.2% of portfolio
|
Q3 2024
Reduced 2.03%
|