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 |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
47,860
shares
|
$11.4 Million
0.24% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
47,794
shares
|
$11.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
47,621
shares
|
$11.3 Million
0.74% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
47,560
shares
|
$11.3 Million
0.98% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
47,496
shares
|
$11.3 Million
9.87% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
47,397
shares
|
$11.3 Million
1.46% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
47,396
shares
|
$11.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,129
shares
|
$11.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
46,949
shares
|
$11.1 Million
0.21% of portfolio
|
Q4 2022
Reduced 3.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
46,884
shares
|
$11.1 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
46,655
shares
|
$11.1 Million
0.61% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
46,281
shares
|
$11 Million
0.37% of portfolio
|
Q4 2025
Reduced 40.3%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
46,242
shares
|
$11 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
46,106
shares
|
$10.9 Million
6.0% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
45,917
shares
|
$10.9 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
45,728
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2025
Added 61.2%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
45,572
shares
|
$10.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
45,428
shares
|
$10.8 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
45,401
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
45,100
shares
|
$10.7 Million
6.37% of portfolio
|
Q1 2023
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
45,013
shares
|
$10.7 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
44,740
shares
|
$10.6 Million
0.28% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
44,666
shares
|
$10.6 Million
0.04% of portfolio
|
Q3 2025
Added 603.29%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
44,293
shares
|
$10.5 Million
2.67% of portfolio
|
Q3 2025
Added 322.12%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
44,192
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2025
Added 2.61%
|
|