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 |
|---|---|---|---|---|---|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
1,222
shares
|
$294,392
0.12% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,221
shares
|
$294,151
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,221
shares
|
$294,151
0.14% of portfolio
|
Q3 2024
Added 64.11%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
1,217
shares
|
$293,187
0.2% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,216
shares
|
$292,946
0.1% of portfolio
|
Q4 2023
Reduced 20.47%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
1,215
shares
|
$292,705
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
1,214
shares
|
$292,464
0.15% of portfolio
|
Q1 2024
Reduced 88.41%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 12, 2024 Q3 2024 |
1,213
shares
|
$292,223
0.07% of portfolio
|
Q1 2024
Reduced 29.84%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,212
shares
|
$291,982
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
1,211
shares
|
$291,742
0.0% of portfolio
|
Q1 2024
Added 19.43%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
1,209
shares
|
$291,260
0.11% of portfolio
|
Q3 2024
Reduced 79.02%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
1,206
shares
|
$290,537
0.01% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,205
shares
|
$290,296
0.06% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,204
shares
|
$290,055
0.04% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,202
shares
|
$289,573
0.05% of portfolio
|
Q1 2024
Reduced 92.13%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,199
shares
|
$288,851
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
1,194
shares
|
$287,646
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
1,193
shares
|
$287,405
0.04% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
1,188
shares
|
$286,201
0.05% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
1,187
shares
|
$285,960
0.19% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
1,182
shares
|
$284,755
0.06% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,180
shares
|
$284,273
0.04% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
1,180
shares
|
$284,273
0.15% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
1,170
shares
|
$281,864
0.08% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,170
shares
|
$281,864
0.11% of portfolio
|
Q2 2024
Reduced 0.51%
|