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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
205
shares
|
$48,683
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
204
shares
|
$48,445
0.02% of portfolio
|
Q3 2025
Added 78.95%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
201
shares
|
$47,733
0.01% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
200
shares
|
$47,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
200
shares
|
$47,496
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
199
shares
|
$47,258
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
198
shares
|
$47,021
0.04% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
195
shares
|
$46,308
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
194
shares
|
$46,071
0.02% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
192
shares
|
$45,596
0.0% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
185
shares
|
$43,933
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
185
shares
|
$43,933
0.0% of portfolio
|
Q3 2025
Added 32.14%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
185
shares
|
$43,933
0.02% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
181
shares
|
$42,983
0.0% of portfolio
|
Q1 2025
Added 18000.0%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
177
shares
|
$42,033
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
175
shares
|
$41,559
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
175
shares
|
$41,559
0.02% of portfolio
|
Q4 2025
Reduced 6.91%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
174
shares
|
$41,321
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$40,846
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
171
shares
|
$40,609
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
170
shares
|
$40,371
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
168
shares
|
$39,896
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
167
shares
|
$39,659
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|