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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
14,103
shares
|
$3.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.16%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
14,064
shares
|
$3.34 Million
1.43% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
14,045
shares
|
$3.34 Million
0.22% of portfolio
|
Q4 2025
Added 9.75%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
14,034
shares
|
$3.33 Million
0.88% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
14,028
shares
|
$3.33 Million
2.84% of portfolio
|
Q2 2025
Added 127427.27%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
14,008
shares
|
$3.33 Million
0.4% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
14,000
shares
|
$3.32 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
14,000
shares
|
$3.32 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
13,921
shares
|
$3.31 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
13,901
shares
|
$3.3 Million
0.13% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
13,854
shares
|
$3.29 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
13,836
shares
|
$3.29 Million
2.45% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,821
shares
|
$3.28 Million
0.17% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,787
shares
|
$3.27 Million
0.19% of portfolio
|
Q3 2022
Reduced 2.39%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,758
shares
|
$3.27 Million
0.11% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
13,708
shares
|
$3.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
13,667
shares
|
$3.25 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
13,638
shares
|
$3.24 Million
0.74% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
13,615
shares
|
$3.23 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
13,600
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
13,583
shares
|
$3.23 Million
0.25% of portfolio
|
Q3 2025
Added 222.41%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
13,423
shares
|
$3.19 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,404
shares
|
$3.18 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
13,307
shares
|
$3.16 Million
0.28% of portfolio
|
Q3 2025
Reduced 35.66%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
13,303
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.41%
|
|