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 307 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
113,827
shares
|
$26.2 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
113,055
shares
|
$26 Million
4.1% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
113,000
shares
|
$26 Million
3.07% of portfolio
|
Q3 2023
Added 4.63%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
111,324
shares
|
$25.6 Million
6.63% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
111,121
shares
|
$25.6 Million
0.04% of portfolio
|
Q3 2024
Added 118.0%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
110,562
shares
|
$25.5 Million
1.65% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
109,125
shares
|
$25.1 Million
0.6% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
108,177
shares
|
$24.9 Million
0.38% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
108,153
shares
|
$24.9 Million
1.21% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
107,561
shares
|
$24.8 Million
9.14% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
107,435
shares
|
$24.7 Million
13.18% of portfolio
|
Q2 2022
Added 1.64%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
106,250
shares
|
$24.5 Million
16.43% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
106,217
shares
|
$24.5 Million
3.2% of portfolio
|
Q3 2024
Added 48.08%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
106,066
shares
|
$24.4 Million
5.76% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
105,893
shares
|
$24.4 Million
3.37% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
105,748
shares
|
$24.4 Million
0.91% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
105,397
shares
|
$24.3 Million
1.77% of portfolio
|
Q4 2023
Added 32.45%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
103,981
shares
|
$23.9 Million
0.89% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
103,911
shares
|
$23.9 Million
3.41% of portfolio
|
Q3 2022
Added 5.48%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
103,040
shares
|
$23.7 Million
1.22% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
102,735
shares
|
$23.7 Million
0.65% of portfolio
|
Q2 2024
Added 84.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
102,410
shares
|
$23.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
102,066
shares
|
$23.5 Million
1.21% of portfolio
|
Q3 2024
Added 2593.75%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
101,893
shares
|
$23.5 Million
4.6% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
101,550
shares
|
$23.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.22%
|