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 |
|---|---|---|---|---|---|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,022
shares
|
$6.18 Million
0.53% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
25,999
shares
|
$6.17 Million
2.67% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
25,893
shares
|
$6.15 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
25,529
shares
|
$6.06 Million
0.04% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
25,522
shares
|
$6.06 Million
2.42% of portfolio
|
Q3 2025
Added 292.53%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
25,472
shares
|
$6.05 Million
0.1% of portfolio
|
Q3 2025
Added 58.58%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Nov 13, 2025 Q3 2025 |
25,310
shares
|
$6.01 Million
12.46% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
25,187
shares
|
$5.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
25,179
shares
|
$5.98 Million
1.73% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
25,059
shares
|
$5.95 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
25,016
shares
|
$5.94 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
24,979
shares
|
$5.93 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
24,919
shares
|
$5.92 Million
0.13% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
24,824
shares
|
$5.9 Million
2.63% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
24,651
shares
|
$5.85 Million
0.71% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
24,611
shares
|
$5.84 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
24,571
shares
|
$5.84 Million
2.8% of portfolio
|
Q3 2025
Reduced 24.13%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
24,532
shares
|
$5.83 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
24,531
shares
|
$5.83 Million
0.05% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
24,516
shares
|
$5.82 Million
3.78% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
24,442
shares
|
$5.8 Million
0.91% of portfolio
|
Q3 2025
Added 25.87%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
24,411
shares
|
$5.8 Million
1.18% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
24,374
shares
|
$5.79 Million
0.3% of portfolio
|
Q3 2025
Reduced 12.57%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,284
shares
|
$5.77 Million
0.5% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
24,153
shares
|
$5.74 Million
0.07% of portfolio
|
Q3 2025
Added 0.46%
|
|