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 |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
15,578
shares
|
$3.7 Million
0.85% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
15,547
shares
|
$3.69 Million
0.95% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
15,533
shares
|
$3.69 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,500
shares
|
$3.68 Million
2.35% of portfolio
|
Q3 2021
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
15,481
shares
|
$3.68 Million
1.12% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
15,442
shares
|
$3.67 Million
2.65% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
15,435
shares
|
$3.67 Million
0.61% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
15,380
shares
|
$3.65 Million
0.3% of portfolio
|
Q3 2025
Added 49.06%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,367
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
15,357
shares
|
$3.65 Million
0.37% of portfolio
|
Q3 2025
Added 1947.6%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
15,356
shares
|
$3.65 Million
0.38% of portfolio
|
Q4 2025
Added 3.73%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
15,284
shares
|
$3.63 Million
2.12% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
15,254
shares
|
$3.62 Million
2.11% of portfolio
|
Q4 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
15,200
shares
|
$3.61 Million
0.95% of portfolio
|
Q4 2025
Reduced 1.5%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
15,190
shares
|
$3.61 Million
2.17% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
15,186
shares
|
$3.61 Million
0.27% of portfolio
|
Q2 2025
Added 21.15%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
15,175
shares
|
$3.6 Million
0.53% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
15,089
shares
|
$3.58 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
15,053
shares
|
$3.57 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,032
shares
|
$3.57 Million
0.8% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 21, 2025 Q3 2025 |
15,000
shares
|
$3.56 Million
1.06% of portfolio
|
Q3 2025
Reduced 65.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
14,949
shares
|
$3.55 Million
0.33% of portfolio
|
Q3 2025
Added 245.88%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
14,933
shares
|
$3.55 Million
2.74% of portfolio
|
Q3 2025
Reduced 43.96%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
14,900
shares
|
$3.54 Million
2.06% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
14,888
shares
|
$3.54 Million
0.22% of portfolio
|
Q3 2025
Added 0.22%
|
|