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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,441
shares
|
$343,620
0.01% of portfolio
|
Q3 2024
Added 696.13%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
1,441
shares
|
$343,620
0.04% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
1,432
shares
|
$341,474
0.16% of portfolio
|
Q3 2024
Added 26.5%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,431
shares
|
$341,236
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,429
shares
|
$340,759
0.2% of portfolio
|
Q1 2023
Reduced 2.32%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,423
shares
|
$339,328
0.1% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
1,416
shares
|
$337,659
0.08% of portfolio
|
Q4 2023
Reduced 17.43%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
1,414
shares
|
$337,182
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
1,413
shares
|
$336,943
0.11% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,408
shares
|
$335,751
0.05% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,403
shares
|
$334,559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
1,400
shares
|
$333,844
0.1% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
1,400
shares
|
$333,844
0.07% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,397
shares
|
$333,128
0.09% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
1,394
shares
|
$332,413
0.16% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
1,382
shares
|
$329,551
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,382
shares
|
$329,551
0.34% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
1,379
shares
|
$328,836
0.04% of portfolio
|
Q1 2024
Added 36.4%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,371
shares
|
$326,928
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
1,370
shares
|
$326,690
0.07% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
1,364
shares
|
$325,259
0.13% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,352
shares
|
$322,397
0.12% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,350
shares
|
$321,921
0.16% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
1,350
shares
|
$321,921
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,350
shares
|
$321,921
0.07% of portfolio
|
Q3 2024
New holding
|