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 |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
10,937
shares
|
$2.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,918
shares
|
$2.59 Million
0.52% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
10,892
shares
|
$2.59 Million
1.24% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
10,877
shares
|
$2.58 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
10,854
shares
|
$2.58 Million
1.18% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,837
shares
|
$2.57 Million
1.24% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
10,822
shares
|
$2.57 Million
0.26% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
10,821
shares
|
$2.57 Million
0.9% of portfolio
|
Q4 2025
Added 4.43%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
10,806
shares
|
$2.57 Million
0.8% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 09, 2025 Q3 2025 |
10,757
shares
|
$2.55 Million
1.11% of portfolio
|
Q3 2025
Reduced 30.39%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
10,753
shares
|
$2.55 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,734
shares
|
$2.55 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
10,729
shares
|
$2.55 Million
1.3% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
10,728
shares
|
$2.55 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
10,698
shares
|
$2.54 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
10,680
shares
|
$2.54 Million
0.55% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
10,500
shares
|
$2.49 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
10,484
shares
|
$2.49 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
10,467
shares
|
$2.49 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
10,461
shares
|
$2.48 Million
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
10,460
shares
|
$2.48 Million
2.57% of portfolio
|
Q4 2021
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
10,437
shares
|
$2.48 Million
2.27% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
10,314
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
10,298
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
10,276
shares
|
$2.44 Million
0.43% of portfolio
|
Q2 2025
Reduced 13.59%
|
|