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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
74
shares
|
$17,573
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
73
shares
|
$17,336
0.0% of portfolio
|
Q3 2025
Reduced 94.82%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
72
shares
|
$17,098
0.01% of portfolio
|
Q2 2025
Added 7100.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
70
shares
|
$16,623
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
68
shares
|
$16,148
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
63
shares
|
$14,961
0.01% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
61
shares
|
$14,486
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
61
shares
|
$14,486
0.02% of portfolio
|
Q3 2025
Added 154.17%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
60
shares
|
$14,248
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
57
shares
|
$13,536
0.0% of portfolio
|
Q2 2025
Reduced 85.31%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
57
shares
|
$13,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
56
shares
|
$13,298
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
51
shares
|
$12,111
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
51
shares
|
$12,111
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
50
shares
|
$11,874
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
50
shares
|
$11,874
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
50
shares
|
$11,874
0.0% of portfolio
|
Q4 2024
Reduced 76.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
50
shares
|
$11,874
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
49
shares
|
$11,636
0.0% of portfolio
|
Q1 2025
Reduced 69.18%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
45
shares
|
$10,686
0.0% of portfolio
|
Q3 2025
Reduced 76.32%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
40
shares
|
$9,499
0.01% of portfolio
|
Q3 2025
Reduced 21.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
40
shares
|
$9,499
0.02% of portfolio
|
Q3 2025
Reduced 99.01%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
40
shares
|
$9,499
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
39
shares
|
$9,261
0.0% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
39
shares
|
$9,261
0.0% of portfolio
|
Q2 2025
Reduced 93.84%
|
|