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 |
|---|---|---|---|---|---|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
36,297
shares
|
$8.62 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
36,034
shares
|
$8.56 Million
0.22% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,026
shares
|
$8.56 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,891
shares
|
$8.52 Million
0.25% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
35,837
shares
|
$8.51 Million
0.01% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
35,774
shares
|
$8.5 Million
0.17% of portfolio
|
Q3 2025
Added 44.03%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
35,523
shares
|
$8.44 Million
0.47% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,480
shares
|
$8.43 Million
0.37% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,455
shares
|
$8.42 Million
0.08% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
35,308
shares
|
$8.38 Million
0.24% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
35,285
shares
|
$8.38 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
35,264
shares
|
$8.37 Million
3.24% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
35,177
shares
|
$8.35 Million
3.86% of portfolio
|
Q3 2025
Added 820.86%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
35,119
shares
|
$8.34 Million
0.96% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
34,989
shares
|
$8.31 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
34,623
shares
|
$8.22 Million
0.18% of portfolio
|
Q3 2025
Reduced 21.6%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
34,525
shares
|
$8.2 Million
0.3% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
34,462
shares
|
$8.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
34,439
shares
|
$8.18 Million
1.04% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
34,406
shares
|
$8.17 Million
0.4% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
34,400
shares
|
$8.17 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
34,255
shares
|
$8.13 Million
0.34% of portfolio
|
Q3 2025
Added 28.8%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
34,092
shares
|
$8.1 Million
3.22% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
34,016
shares
|
$8.08 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
33,727
shares
|
$8.01 Million
0.31% of portfolio
|
Q3 2025
Added 1.81%
|
|