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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
44,192
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
43,872
shares
|
$10.4 Million
0.89% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
43,211
shares
|
$10.3 Million
1.15% of portfolio
|
Q4 2023
Added 20.15%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
42,838
shares
|
$10.2 Million
0.33% of portfolio
|
Q4 2025
Reduced 14.93%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
42,771
shares
|
$10.2 Million
0.32% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
42,603
shares
|
$10.1 Million
0.16% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
42,201
shares
|
$10 Million
0.85% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
41,574
shares
|
$9.87 Million
0.33% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
41,524
shares
|
$9.86 Million
0.36% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
41,412
shares
|
$9.83 Million
1.86% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
41,230
shares
|
$9.79 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
41,220
shares
|
$9.79 Million
5.72% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
40,913
shares
|
$9.72 Million
0.35% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,864
shares
|
$9.7 Million
0.29% of portfolio
|
Q2 2020
Added 7.84%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
40,778
shares
|
$9.68 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Palisades Investment Partners, LLC
Santa Monica, CA |
Oct 30, 2025 Q3 2025 |
40,433
shares
|
$9.6 Million
3.84% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
40,346
shares
|
$9.58 Million
0.33% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
40,271
shares
|
$9.56 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
40,198
shares
|
$9.55 Million
0.15% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
40,089
shares
|
$9.52 Million
1.35% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
40,006
shares
|
$9.5 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Harvey Partners, LLC
Tarrytown, NY |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$9.5 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
39,923
shares
|
$9.48 Million
2.4% of portfolio
|
Q4 2025
Added 12.86%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
39,714
shares
|
$9.43 Million
1.68% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,712
shares
|
$9.43 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.41%
|
|