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 3,033 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 $67.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
16,596
shares
|
$3.94 Million
5.22% of portfolio
|
Q3 2022
Reduced 94.22%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
16,567
shares
|
$3.93 Million
1.69% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
16,467
shares
|
$3.91 Million
1.34% of portfolio
|
Q4 2025
Added 26.68%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
16,438
shares
|
$3.9 Million
1.17% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
16,424
shares
|
$3.9 Million
2.99% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,407
shares
|
$3.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,385
shares
|
$3.89 Million
0.78% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
16,346
shares
|
$3.88 Million
0.02% of portfolio
|
Q3 2025
Added 42.81%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
16,338
shares
|
$3.88 Million
1.54% of portfolio
|
Q4 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
16,313
shares
|
$3.87 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
16,280
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2025
Added 86.48%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,239
shares
|
$3.86 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
16,216
shares
|
$3.85 Million
0.34% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
16,186
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
16,093
shares
|
$3.82 Million
1.48% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Bracebridge Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16,080
shares
|
$3.82 Million
2.21% of portfolio
|
Q3 2025
Reduced 92.35%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
16,021
shares
|
$3.8 Million
1.73% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,000
shares
|
$3.8 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
15,946
shares
|
$3.79 Million
0.45% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
15,846
shares
|
$3.76 Million
0.38% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
15,743
shares
|
$3.74 Million
0.58% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
15,730
shares
|
$3.74 Million
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
15,653
shares
|
$3.72 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
15,642
shares
|
$3.71 Million
2.46% of portfolio
|
Q3 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
15,618
shares
|
$3.71 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|