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 3,031 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $67.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
735
shares
|
$174,547
0.1% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
727
shares
|
$172,647
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
721
shares
|
$171,223
0.11% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
709
shares
|
$168,373
0.0% of portfolio
|
Q2 2025
Added 271.2%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
706
shares
|
$167,660
0.0% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
704
shares
|
$167,185
0.15% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
700
shares
|
$166,236
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
700
shares
|
$166,236
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
698
shares
|
$165,761
0.07% of portfolio
|
Q1 2020
Reduced 8.52%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
695
shares
|
$165,048
0.1% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
695
shares
|
$165,048
0.11% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
695
shares
|
$165,048
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
689
shares
|
$163,623
0.03% of portfolio
|
Q2 2024
Added 59.86%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
686
shares
|
$162,911
0.11% of portfolio
|
Q2 2025
Added 32.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
672
shares
|
$159,586
0.02% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
667
shares
|
$158,399
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
665
shares
|
$157,924
0.13% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
652
shares
|
$154,836
0.02% of portfolio
|
Q2 2025
Added 343.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
647
shares
|
$153,649
0.08% of portfolio
|
Q2 2024
Reduced 86.24%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
642
shares
|
$152,462
0.06% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
637
shares
|
$151,274
0.01% of portfolio
|
Q3 2025
Added 31.07%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
636
shares
|
$151,037
0.01% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
631
shares
|
$149,849
0.04% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
630
shares
|
$149,612
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
630
shares
|
$149,612
0.07% of portfolio
|
Q3 2025
Reduced 0.94%
|
|