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 |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
20,095
shares
|
$4.77 Million
1.67% of portfolio
|
Q3 2025
Added 92.08%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
20,078
shares
|
$4.77 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
20,010
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
19,881
shares
|
$4.72 Million
0.18% of portfolio
|
Q4 2025
Reduced 6.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
19,845
shares
|
$4.71 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
19,693
shares
|
$4.68 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19,673
shares
|
$4.67 Million
0.18% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
19,647
shares
|
$4.67 Million
1.21% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
19,531
shares
|
$4.64 Million
0.25% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
19,518
shares
|
$4.64 Million
1.14% of portfolio
|
Q3 2025
Added 22.84%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
19,457
shares
|
$4.62 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,357
shares
|
$4.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
19,335
shares
|
$4.59 Million
0.31% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
19,281
shares
|
$4.58 Million
0.2% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
19,251
shares
|
$4.57 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
19,227
shares
|
$4.57 Million
0.33% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
19,212
shares
|
$4.56 Million
1.21% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
19,189
shares
|
$4.56 Million
0.55% of portfolio
|
Q3 2025
Added 22.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
19,152
shares
|
$4.55 Million
0.17% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jan 06, 2026 Q4 2025 |
19,086
shares
|
$4.53 Million
2.77% of portfolio
|
Q4 2025
Added 4.16%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
19,031
shares
|
$4.52 Million
0.76% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
18,998
shares
|
$4.51 Million
2.26% of portfolio
|
Q3 2025
Added 162.48%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
18,978
shares
|
$4.51 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
18,963
shares
|
$4.5 Million
1.11% of portfolio
|
Q3 2025
Added 1197.95%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
18,885
shares
|
$4.48 Million
0.14% of portfolio
|
Q3 2025
Added 2605.59%
|
|