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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$221,637
0.07% of portfolio
|
Q3 2024
Added 82.9%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
919
shares
|
$221,396
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
919
shares
|
$221,396
0.08% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
914
shares
|
$220,191
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
912
shares
|
$219,709
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
910
shares
|
$219,228
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
909
shares
|
$218,987
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
906
shares
|
$218,264
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
906
shares
|
$218,264
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
903
shares
|
$217,541
0.06% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
883
shares
|
$212,723
0.0% of portfolio
|
Q2 2023
Added 2020.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
882
shares
|
$212,482
0.03% of portfolio
|
Q3 2024
Added 46.27%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
878
shares
|
$211,518
0.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
859
shares
|
$206,941
0.06% of portfolio
|
Q4 2023
Added 56.47%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
850
shares
|
$204,773
0.11% of portfolio
|
Q2 2024
Reduced 39.76%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
830
shares
|
$199,955
0.02% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
830
shares
|
$199,955
0.0% of portfolio
|
Q2 2024
Added 93.02%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
820
shares
|
$197,546
0.12% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
807
shares
|
$194,414
0.05% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
807
shares
|
$194,414
0.09% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
805
shares
|
$193,932
0.05% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
800
shares
|
$192,728
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
786
shares
|
$189,355
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
786
shares
|
$189,355
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
782
shares
|
$188,391
0.02% of portfolio
|
Q3 2024
Added 30.77%
|