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 |
|---|---|---|---|---|---|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
371
shares
|
$88,105
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
361
shares
|
$85,730
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
360
shares
|
$85,492
0.02% of portfolio
|
Q3 2025
Added 118.18%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
359
shares
|
$85,255
0.02% of portfolio
|
Q4 2025
Reduced 4.27%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
352
shares
|
$83,592
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
352
shares
|
$83,592
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
351
shares
|
$83,355
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
340
shares
|
$80,743
0.04% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
337
shares
|
$80,030
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
330
shares
|
$78,368
0.03% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
328
shares
|
$77,893
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
326
shares
|
$77,418
0.02% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
324
shares
|
$76,943
0.03% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
323
shares
|
$76,706
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
317
shares
|
$75,281
0.01% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
317
shares
|
$75,281
0.03% of portfolio
|
Q3 2025
Reduced 81.95%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
307
shares
|
$72,906
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
307
shares
|
$72,906
0.07% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
295
shares
|
$70,056
0.03% of portfolio
|
Q3 2025
Added 235.23%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
291
shares
|
$69,106
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
285
shares
|
$67,681
0.02% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
284
shares
|
$67,444
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
282
shares
|
$66,969
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
279
shares
|
$66,256
0.06% of portfolio
|
Q3 2025
Added 45.31%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
275
shares
|
$65,307
0.05% of portfolio
|
Q2 2025
Added 450.0%
|
|