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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
743
shares
|
$177,175
0.02% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
740
shares
|
$176,460
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
733
shares
|
$174,791
0.09% of portfolio
|
Q3 2024
Reduced 53.7%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
725
shares
|
$172,883
0.03% of portfolio
|
Q3 2024
Added 38.1%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
721
shares
|
$171,929
0.11% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
712
shares
|
$169,783
0.12% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
704
shares
|
$167,875
0.14% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
700
shares
|
$166,922
0.03% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
698
shares
|
$166,445
0.07% of portfolio
|
Q1 2020
Reduced 8.52%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
695
shares
|
$165,729
0.1% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
690
shares
|
$164,537
0.01% of portfolio
|
Q3 2024
Added 55.41%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
689
shares
|
$164,298
0.03% of portfolio
|
Q2 2024
Added 59.86%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
668
shares
|
$159,291
0.04% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
667
shares
|
$159,052
0.04% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
666
shares
|
$158,814
0.01% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
653
shares
|
$155,714
0.12% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
651
shares
|
$155,237
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
647
shares
|
$154,283
0.08% of portfolio
|
Q2 2024
Reduced 86.24%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
636
shares
|
$151,660
0.0% of portfolio
|
Q3 2024
Added 91.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
635
shares
|
$151,422
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
631
shares
|
$150,468
0.06% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
626
shares
|
$149,275
0.02% of portfolio
|
Q4 2023
Added 211.44%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
625
shares
|
$149,037
0.03% of portfolio
|
Q3 2024
Added 495.24%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
620
shares
|
$147,845
0.05% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
605
shares
|
$144,268
0.01% of portfolio
|
Q2 2024
Reduced 88.45%
|