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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
21,350
shares
|
$5.07 Million
0.43% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,133
shares
|
$5.02 Million
0.45% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
21,126
shares
|
$5.02 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
21,064
shares
|
$5 Million
0.09% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Nov 13, 2025 Q3 2025 |
21,000
shares
|
$4.99 Million
3.64% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,987
shares
|
$4.98 Million
0.15% of portfolio
|
Q3 2022
Reduced 24.17%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
20,975
shares
|
$4.98 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
20,851
shares
|
$4.95 Million
1.79% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
20,847
shares
|
$4.95 Million
0.14% of portfolio
|
Q3 2025
Reduced 26.73%
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
20,800
shares
|
$4.94 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
20,701
shares
|
$4.92 Million
0.32% of portfolio
|
Q3 2022
Added 1.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
20,605
shares
|
$4.89 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.87%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
20,531
shares
|
$4.88 Million
1.53% of portfolio
|
Q2 2025
Added 25.82%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
20,436
shares
|
$4.85 Million
1.91% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
20,412
shares
|
$4.85 Million
0.15% of portfolio
|
Q3 2025
Added 17.34%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
20,400
shares
|
$4.84 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
20,389
shares
|
$4.84 Million
2.43% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
20,385
shares
|
$4.84 Million
1.95% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
20,313
shares
|
$4.82 Million
0.7% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
20,275
shares
|
$4.81 Million
1.14% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
20,223
shares
|
$4.8 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,197
shares
|
$4.8 Million
1.52% of portfolio
|
Q1 2024
Added 16.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
20,164
shares
|
$4.79 Million
0.05% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
20,153
shares
|
$4.79 Million
0.18% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
20,153
shares
|
$4.79 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.11%
|
|