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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
12,180
shares
|
$2.89 Million
0.32% of portfolio
|
Q4 2025
Added 62.75%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
12,174
shares
|
$2.89 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,169
shares
|
$2.89 Million
0.06% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
12,120
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
12,112
shares
|
$2.88 Million
0.9% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
12,112
shares
|
$2.88 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
12,101
shares
|
$2.87 Million
0.37% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,060
shares
|
$2.86 Million
0.11% of portfolio
|
Q2 2023
Added 3.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
12,044
shares
|
$2.86 Million
0.07% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
12,029
shares
|
$2.86 Million
0.37% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
12,004
shares
|
$2.85 Million
0.25% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
11,980
shares
|
$2.85 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
11,958
shares
|
$2.84 Million
0.97% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,945
shares
|
$2.84 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
11,938
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
Added 44.18%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,919
shares
|
$2.83 Million
0.26% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 30, 2025 Q3 2025 |
11,911
shares
|
$2.83 Million
4.29% of portfolio
|
Q3 2025
Reduced 38.3%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
11,878
shares
|
$2.82 Million
1.28% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
11,841
shares
|
$2.81 Million
0.25% of portfolio
|
Q3 2025
Reduced 21.04%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
11,825
shares
|
$2.81 Million
0.56% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,800
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,770
shares
|
$2.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
11,769
shares
|
$2.79 Million
1.34% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,751
shares
|
$2.79 Million
0.24% of portfolio
|
Q2 2022
Reduced 2.55%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
11,689
shares
|
$2.78 Million
1.25% of portfolio
|
Q3 2025
Added 26.26%
|
|