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 |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
268
shares
|
$63,644
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
267
shares
|
$63,407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
266
shares
|
$63,169
0.01% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
258
shares
|
$61,269
0.02% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
255
shares
|
$60,557
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$59,370
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
250
shares
|
$59,370
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
244
shares
|
$57,945
1.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
242
shares
|
$57,470
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
235
shares
|
$55,807
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
234
shares
|
$55,570
0.05% of portfolio
|
Q2 2024
Added 568.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
234
shares
|
$55,570
0.04% of portfolio
|
Q2 2025
Reduced 57.3%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
227
shares
|
$53,907
0.02% of portfolio
|
Q3 2022
Reduced 14.66%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
226
shares
|
$53,670
0.01% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
220
shares
|
$52,245
0.02% of portfolio
|
Q1 2024
Added 1.38%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
220
shares
|
$52,245
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
219
shares
|
$52,008
0.06% of portfolio
|
Q3 2025
Reduced 76.17%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
217
shares
|
$51,533
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
216
shares
|
$51,295
0.02% of portfolio
|
Q1 2024
Added 1250.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
213
shares
|
$50,583
0.02% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
213
shares
|
$50,583
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
211
shares
|
$50,108
0.01% of portfolio
|
Q1 2025
Reduced 70.2%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
211
shares
|
$50,108
0.03% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
209
shares
|
$49,633
0.01% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
209
shares
|
$49,633
0.0% of portfolio
|
Q3 2025
Reduced 2.79%
|
|