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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
11,606
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Added 37.06%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
11,603
shares
|
$2.76 Million
2.3% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
11,569
shares
|
$2.75 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
11,424
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
11,400
shares
|
$2.71 Million
0.47% of portfolio
|
Q2 2025
Reduced 77.2%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
11,392
shares
|
$2.71 Million
0.36% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,366
shares
|
$2.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
11,344
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
11,331
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
11,304
shares
|
$2.68 Million
0.1% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
11,301
shares
|
$2.68 Million
0.14% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
11,225
shares
|
$2.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
11,219
shares
|
$2.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
11,172
shares
|
$2.65 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
11,172
shares
|
$2.65 Million
1.53% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
11,164
shares
|
$2.65 Million
1.52% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
11,127
shares
|
$2.64 Million
0.34% of portfolio
|
Q3 2025
Added 27.96%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
11,123
shares
|
$2.64 Million
1.71% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
11,095
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
11,064
shares
|
$2.63 Million
2.17% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
11,031
shares
|
$2.62 Million
3.24% of portfolio
|
Q3 2025
Added 14.62%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
11,012
shares
|
$2.62 Million
3.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
11,002
shares
|
$2.61 Million
0.62% of portfolio
|
Q3 2025
Added 18.43%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,980
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 66.87%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
10,967
shares
|
$2.6 Million
0.19% of portfolio
|
Q3 2025
Added 26.6%
|
|