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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
31,345
shares
|
$7.44 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
31,250
shares
|
$7.42 Million
0.72% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
31,136
shares
|
$7.39 Million
2.16% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
31,098
shares
|
$7.39 Million
1.66% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
30,971
shares
|
$7.35 Million
0.29% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
30,934
shares
|
$7.35 Million
0.23% of portfolio
|
Q1 2023
Added 5.18%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
30,818
shares
|
$7.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
30,802
shares
|
$7.31 Million
0.11% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
30,728
shares
|
$7.3 Million
1.03% of portfolio
|
Q3 2025
Added 504.29%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
30,626
shares
|
$7.27 Million
1.05% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
30,594
shares
|
$7.27 Million
0.22% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
30,551
shares
|
$7.26 Million
0.15% of portfolio
|
Q3 2025
Added 18.95%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
30,478
shares
|
$7.24 Million
3.11% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
30,475
shares
|
$7.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
30,400
shares
|
$7.22 Million
0.0% of portfolio
|
Q3 2025
Added 21.6%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
30,397
shares
|
$7.22 Million
0.01% of portfolio
|
Q3 2022
Reduced 10.46%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
30,343
shares
|
$7.21 Million
0.12% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
30,305
shares
|
$7.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
30,255
shares
|
$7.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
30,166
shares
|
$7.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
30,149
shares
|
$7.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Alight Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$7.12 Million
1.74% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
29,783
shares
|
$7.07 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
29,726
shares
|
$7.06 Million
3.77% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 29, 2025 Q3 2025 |
29,705
shares
|
$7.05 Million
2.74% of portfolio
|
Q4 2024
Added 17.39%
|
|