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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,279
shares
|
$3.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
13,244
shares
|
$3.15 Million
1.51% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
13,230
shares
|
$3.14 Million
0.79% of portfolio
|
Q4 2025
Added 18.87%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
13,202
shares
|
$3.14 Million
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
13,110
shares
|
$3.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
13,034
shares
|
$3.1 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
12,951
shares
|
$3.08 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
12,896
shares
|
$3.06 Million
0.11% of portfolio
|
Q4 2025
Added 5.45%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
12,877
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
12,774
shares
|
$3.03 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
12,762
shares
|
$3.03 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
12,622
shares
|
$3 Million
0.01% of portfolio
|
Q3 2025
Reduced 62.46%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
12,621
shares
|
$3 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,617
shares
|
$3 Million
0.1% of portfolio
|
Q3 2025
Added 74.68%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
12,565
shares
|
$2.98 Million
2.08% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
12,546
shares
|
$2.98 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
12,527
shares
|
$2.97 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
12,502
shares
|
$2.97 Million
0.36% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
12,437
shares
|
$2.95 Million
0.53% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
12,384
shares
|
$2.94 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
12,380
shares
|
$2.94 Million
0.06% of portfolio
|
Q3 2025
Added 83.43%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
12,331
shares
|
$2.93 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
12,248
shares
|
$2.91 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
12,247
shares
|
$2.91 Million
1.71% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
12,187
shares
|
$2.89 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.5%
|
|