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 |
|---|---|---|---|---|---|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
18,794
shares
|
$4.46 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
18,672
shares
|
$4.43 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
18,653
shares
|
$4.43 Million
0.1% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
18,545
shares
|
$4.4 Million
0.72% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
18,513
shares
|
$4.4 Million
0.02% of portfolio
|
Q4 2025
Added 15.05%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
18,428
shares
|
$4.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 39.8%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
18,355
shares
|
$4.36 Million
0.22% of portfolio
|
Q3 2025
Added 25.44%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
18,322
shares
|
$4.35 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
18,300
shares
|
$4.35 Million
0.3% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
18,254
shares
|
$4.33 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
18,137
shares
|
$4.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
18,116
shares
|
$4.3 Million
1.23% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
18,076
shares
|
$4.29 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
18,072
shares
|
$4.29 Million
1.74% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
18,047
shares
|
$4.29 Million
1.25% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
18,045
shares
|
$4.29 Million
1.39% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
17,923
shares
|
$4.26 Million
1.93% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
17,883
shares
|
$4.25 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
17,872
shares
|
$4.24 Million
0.21% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
17,800
shares
|
$4.23 Million
0.31% of portfolio
|
Q4 2025
Added 9.83%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
17,732
shares
|
$4.21 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
17,707
shares
|
$4.21 Million
0.07% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
17,576
shares
|
$4.17 Million
0.81% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,573
shares
|
$4.17 Million
1.9% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
17,572
shares
|
$4.17 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.95%
|
|