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 |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
39,449
shares
|
$9.37 Million
2.47% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
39,267
shares
|
$9.33 Million
0.25% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
39,261
shares
|
$9.32 Million
0.06% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
39,252
shares
|
$9.32 Million
0.13% of portfolio
|
Q3 2025
Added 42.72%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
38,811
shares
|
$9.22 Million
1.35% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
38,707
shares
|
$9.19 Million
4.72% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
38,609
shares
|
$9.17 Million
0.38% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
38,550
shares
|
$9.15 Million
0.28% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
38,038
shares
|
$9.03 Million
0.4% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
37,858
shares
|
$8.99 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
37,700
shares
|
$8.95 Million
4.76% of portfolio
|
Q2 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
37,294
shares
|
$8.86 Million
0.92% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
37,279
shares
|
$8.85 Million
1.14% of portfolio
|
Q4 2025
Reduced 12.12%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,261
shares
|
$8.85 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
37,260
shares
|
$8.85 Million
0.02% of portfolio
|
Q3 2025
Added 58.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
37,149
shares
|
$8.82 Million
0.11% of portfolio
|
Q3 2025
Added 319.57%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
37,024
shares
|
$8.79 Million
0.76% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
36,968
shares
|
$8.78 Million
0.19% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
36,954
shares
|
$8.78 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
36,949
shares
|
$8.77 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
36,918
shares
|
$8.77 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,842
shares
|
$8.75 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
36,459
shares
|
$8.66 Million
0.76% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
36,451
shares
|
$8.66 Million
3.41% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
36,408
shares
|
$8.65 Million
3.63% of portfolio
|
Q3 2025
Reduced 4.0%
|
|