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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
14,852
shares
|
$3.53 Million
0.04% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,805
shares
|
$3.52 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
14,782
shares
|
$3.51 Million
0.02% of portfolio
|
Q3 2025
Added 24.07%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
14,764
shares
|
$3.51 Million
1.34% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
14,743
shares
|
$3.5 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
14,717
shares
|
$3.49 Million
1.4% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
14,659
shares
|
$3.48 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
14,612
shares
|
$3.47 Million
0.29% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
14,593
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
14,585
shares
|
$3.46 Million
0.24% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
14,503
shares
|
$3.44 Million
0.14% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
14,461
shares
|
$3.43 Million
0.15% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
14,404
shares
|
$3.42 Million
0.38% of portfolio
|
Q3 2022
Reduced 25.27%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,404
shares
|
$3.42 Million
0.99% of portfolio
|
Q1 2024
Reduced 85.07%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
14,398
shares
|
$3.42 Million
1.2% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
14,379
shares
|
$3.41 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
14,360
shares
|
$3.41 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
14,301
shares
|
$3.4 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
14,267
shares
|
$3.39 Million
0.8% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
14,247
shares
|
$3.38 Million
0.06% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,181
shares
|
$3.37 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
14,178
shares
|
$3.37 Million
0.29% of portfolio
|
Q3 2025
Added 151.25%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
14,156
shares
|
$3.36 Million
1.14% of portfolio
|
Q4 2025
Reduced 8.69%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
14,148
shares
|
$3.36 Million
1.45% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
14,142
shares
|
$3.36 Million
1.27% of portfolio
|
Q3 2025
Added 13.39%
|
|