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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
23,783
shares
|
$5.65 Million
0.07% of portfolio
|
Q3 2025
Reduced 34.25%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
23,728
shares
|
$5.63 Million
2.01% of portfolio
|
Q2 2022
Added 8.7%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
23,694
shares
|
$5.63 Million
0.55% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
23,693
shares
|
$5.63 Million
0.29% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
23,612
shares
|
$5.61 Million
1.39% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
23,587
shares
|
$5.6 Million
1.3% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
23,497
shares
|
$5.58 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Platt Investment Counsel, LLC
|
Jan 07, 2026 Q4 2025 |
23,469
shares
|
$5.57 Million
4.19% of portfolio
|
Q4 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
23,440
shares
|
$5.57 Million
0.57% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
23,437
shares
|
$5.57 Million
1.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,412
shares
|
$5.56 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,374
shares
|
$5.55 Million
0.07% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
23,353
shares
|
$5.55 Million
3.3% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
23,305
shares
|
$5.53 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
23,237
shares
|
$5.52 Million
3.33% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
23,231
shares
|
$5.52 Million
0.09% of portfolio
|
Q3 2025
Added 25.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
23,156
shares
|
$5.5 Million
0.14% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
23,126
shares
|
$5.49 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,110
shares
|
$5.49 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.84%
|
|
|
Mount Capital LTD
|
Nov 13, 2025 Q3 2025 |
23,100
shares
|
$5.49 Million
2.0% of portfolio
|
Q3 2023
Reduced 68.67%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
22,884
shares
|
$5.43 Million
0.53% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
22,755
shares
|
$5.4 Million
3.71% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
22,669
shares
|
$5.38 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,630
shares
|
$5.37 Million
0.14% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
22,478
shares
|
$5.34 Million
0.06% of portfolio
|
Q3 2025
Added 3.57%
|
|