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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
29,596
shares
|
$7.03 Million
0.9% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
29,296
shares
|
$6.96 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
29,279
shares
|
$6.95 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
29,079
shares
|
$6.91 Million
0.97% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
29,049
shares
|
$6.9 Million
1.28% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
28,832
shares
|
$6.85 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
28,825
shares
|
$6.85 Million
0.22% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
28,801
shares
|
$6.84 Million
0.61% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
28,769
shares
|
$6.83 Million
0.03% of portfolio
|
Q3 2025
Added 74.93%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
28,756
shares
|
$6.83 Million
0.87% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
28,623
shares
|
$6.8 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
28,536
shares
|
$6.78 Million
0.09% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
28,478
shares
|
$6.76 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
28,401
shares
|
$6.74 Million
3.28% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
28,397
shares
|
$6.74 Million
0.27% of portfolio
|
Q3 2025
Reduced 20.33%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
28,383
shares
|
$6.74 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
28,351
shares
|
$6.73 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
28,306
shares
|
$6.72 Million
0.43% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
28,267
shares
|
$6.71 Million
0.08% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
27,927
shares
|
$6.63 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
27,895
shares
|
$6.62 Million
0.4% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
27,802
shares
|
$6.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
27,754
shares
|
$6.59 Million
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
27,676
shares
|
$6.57 Million
0.37% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
27,570
shares
|
$6.55 Million
0.28% of portfolio
|
Q3 2025
Reduced 40.3%
|
|