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 3,033 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 $67.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
528
shares
|
$125,389
0.08% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
516
shares
|
$122,539
0.03% of portfolio
|
Q3 2025
Added 36.87%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
514
shares
|
$122,064
0.0% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
511
shares
|
$121,352
0.02% of portfolio
|
Q3 2025
Reduced 88.48%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
507
shares
|
$120,402
0.07% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
503
shares
|
$119,452
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
501
shares
|
$118,977
0.0% of portfolio
|
Q3 2025
Added 65.35%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$118,740
0.04% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
500
shares
|
$118,740
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
498
shares
|
$118,265
0.02% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
497
shares
|
$118,027
0.07% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
496
shares
|
$117,790
0.08% of portfolio
|
Q4 2025
Reduced 27.8%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
493
shares
|
$117,077
0.1% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
488
shares
|
$115,890
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
486
shares
|
$115,415
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
484
shares
|
$114,940
0.34% of portfolio
|
Q1 2025
Added 89.8%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
481
shares
|
$114,227
0.01% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
475
shares
|
$112,803
0.04% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
475
shares
|
$112,803
0.0% of portfolio
|
Q3 2025
Reduced 41.93%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
475
shares
|
$112,803
0.04% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
468
shares
|
$111,140
0.01% of portfolio
|
Q1 2022
Added 51.46%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
464
shares
|
$110,190
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
453
shares
|
$107,578
0.02% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$107,578
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
453
shares
|
$107,578
0.06% of portfolio
|
Q2 2025
Reduced 33.67%
|
|