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 |
|---|---|---|---|---|---|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
1,084
shares
|
$261,146
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
1,078
shares
|
$259,700
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,072
shares
|
$258,255
0.01% of portfolio
|
Q3 2024
Reduced 43.55%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
1,070
shares
|
$257,773
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
1,067
shares
|
$257,050
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$256,569
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
1,064
shares
|
$256,328
0.07% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
1,059
shares
|
$255,123
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
1,057
shares
|
$254,641
0.04% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
1,055
shares
|
$254,160
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,054
shares
|
$253,919
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,052
shares
|
$253,437
0.04% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
1,051
shares
|
$253,196
0.19% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,049
shares
|
$252,714
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,048
shares
|
$252,473
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 09, 2024 Q3 2024 |
1,047
shares
|
$252,232
0.08% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,046
shares
|
$251,991
0.06% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,046
shares
|
$251,991
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
1,046
shares
|
$251,991
0.03% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,039
shares
|
$250,305
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
1,039
shares
|
$250,305
0.15% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
1,038
shares
|
$250,064
0.06% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
1,036
shares
|
$249,582
0.02% of portfolio
|
Q4 2023
Reduced 19.44%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
1,033
shares
|
$248,860
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
1,032
shares
|
$248,619
0.11% of portfolio
|
Q3 2024
New holding
|