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 |
|---|---|---|---|---|---|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
10,207
shares
|
$2.42 Million
2.04% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
10,200
shares
|
$2.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,134
shares
|
$2.41 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
10,117
shares
|
$2.4 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
10,017
shares
|
$2.38 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
10,013
shares
|
$2.38 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
10,009
shares
|
$2.38 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
10,000
shares
|
$2.37 Million
0.82% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$2.37 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
9,976
shares
|
$2.37 Million
0.81% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
9,956
shares
|
$2.36 Million
0.17% of portfolio
|
Q3 2025
Reduced 51.51%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,949
shares
|
$2.36 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
9,925
shares
|
$2.36 Million
1.24% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,899
shares
|
$2.35 Million
0.11% of portfolio
|
Q3 2025
Added 20.73%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
9,778
shares
|
$2.32 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
9,774
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 80.58%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
9,765
shares
|
$2.32 Million
0.57% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
9,754
shares
|
$2.32 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
9,720
shares
|
$2.31 Million
0.78% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
9,712
shares
|
$2.31 Million
0.74% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
9,702
shares
|
$2.3 Million
0.52% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
9,699
shares
|
$2.3 Million
0.16% of portfolio
|
Q3 2025
Added 73.82%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
9,668
shares
|
$2.3 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
9,668
shares
|
$2.3 Million
0.91% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
9,649
shares
|
$2.29 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.13%
|
|