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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$34,548
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
146
shares
|
$33,626
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
143
shares
|
$32,935
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
140
shares
|
$32,244
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
140
shares
|
$32,244
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
137
shares
|
$31,553
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$31,553
0.0% of portfolio
|
Q3 2024
Reduced 86.85%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
133
shares
|
$30,632
0.01% of portfolio
|
Q2 2023
Reduced 1.48%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
133
shares
|
$30,632
0.02% of portfolio
|
Q1 2024
Added 786.67%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
131
shares
|
$30,171
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
125
shares
|
$28,790
0.01% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
122
shares
|
$28,099
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
119
shares
|
$27,408
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
117
shares
|
$26,947
0.01% of portfolio
|
Q3 2024
Added 116.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
117
shares
|
$26,947
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
117
shares
|
$26,947
0.01% of portfolio
|
Q1 2024
Reduced 61.64%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
117
shares
|
$26,947
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
107
shares
|
$24,644
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
107
shares
|
$24,644
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
105
shares
|
$24,183
0.01% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
104
shares
|
$23,953
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
100
shares
|
$23,032
0.01% of portfolio
|
Q2 2024
Reduced 67.85%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$23,032
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$23,032
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
100
shares
|
$23,032
0.02% of portfolio
|
Q1 2024
Reduced 17.36%
|