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 |
|---|---|---|---|---|---|
|
Politan Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,569
shares
|
$4.17 Million
0.39% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
17,459
shares
|
$4.15 Million
0.87% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
17,402
shares
|
$4.13 Million
0.13% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,356
shares
|
$4.12 Million
0.27% of portfolio
|
Q4 2022
Added 304.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
17,273
shares
|
$4.1 Million
0.15% of portfolio
|
Q4 2025
Added 8.05%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
17,250
shares
|
$4.1 Million
0.34% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
17,222
shares
|
$4.09 Million
2.47% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
17,170
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
17,075
shares
|
$4.05 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
17,068
shares
|
$4.05 Million
0.13% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,068
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 99.32%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
17,056
shares
|
$4.05 Million
0.51% of portfolio
|
Q4 2025
Reduced 12.65%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,038
shares
|
$4.05 Million
1.25% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
16,945
shares
|
$4.02 Million
0.06% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 10, 2025 Q3 2025 |
16,938
shares
|
$4.02 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
16,908
shares
|
$4.02 Million
2.19% of portfolio
|
Q3 2025
Added 267.57%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
16,822
shares
|
$3.99 Million
0.26% of portfolio
|
Q3 2025
Added 50.05%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,803
shares
|
$3.99 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
16,779
shares
|
$3.98 Million
3.34% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,745
shares
|
$3.98 Million
2.59% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,733
shares
|
$3.97 Million
0.04% of portfolio
|
Q2 2022
Reduced 9.28%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
16,730
shares
|
$3.97 Million
2.58% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
16,705
shares
|
$3.97 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
16,630
shares
|
$3.95 Million
2.04% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,600
shares
|
$3.94 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.61%
|
|