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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
165
shares
|
$39,184
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
165
shares
|
$39,184
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
160
shares
|
$37,996
0.01% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
156
shares
|
$37,046
0.02% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$35,622
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
150
shares
|
$35,622
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
145
shares
|
$34,434
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
143
shares
|
$33,959
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
136
shares
|
$32,297
0.01% of portfolio
|
Q3 2025
Reduced 34.3%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
135
shares
|
$32,059
0.04% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
135
shares
|
$32,059
0.03% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
133
shares
|
$31,584
0.02% of portfolio
|
Q1 2024
Added 786.67%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
132
shares
|
$31,347
0.01% of portfolio
|
Q3 2025
Added 340.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
131
shares
|
$31,109
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
126
shares
|
$29,922
0.02% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
126
shares
|
$29,922
0.02% of portfolio
|
Q3 2025
Reduced 99.59%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
124
shares
|
$29,447
0.01% of portfolio
|
Q3 2025
Added 31.91%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
122
shares
|
$28,972
0.02% of portfolio
|
Q3 2025
Added 34.07%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
122
shares
|
$28,972
0.03% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
120
shares
|
$28,497
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
119
shares
|
$28,260
0.0% of portfolio
|
Q3 2025
Added 85.94%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
117
shares
|
$27,785
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
117
shares
|
$27,785
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
116
shares
|
$27,547
0.01% of portfolio
|
Q4 2025
Reduced 14.71%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
114
shares
|
$27,072
0.01% of portfolio
|
Q3 2025
New holding
|
|