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 |
|---|---|---|---|---|---|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
9,629
shares
|
$2.29 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
9,609
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,600
shares
|
$2.28 Million
0.37% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
9,599
shares
|
$2.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
9,580
shares
|
$2.28 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
9,542
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
9,535
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 76.38%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
9,523
shares
|
$2.26 Million
1.07% of portfolio
|
Q4 2025
Added 24.03%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
9,517
shares
|
$2.26 Million
2.28% of portfolio
|
Q3 2025
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
9,514
shares
|
$2.26 Million
1.24% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
9,509
shares
|
$2.26 Million
0.79% of portfolio
|
Q3 2025
Added 253.1%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,444
shares
|
$2.24 Million
0.05% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
9,434
shares
|
$2.24 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
9,416
shares
|
$2.24 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
9,380
shares
|
$2.23 Million
1.11% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
9,379
shares
|
$2.23 Million
0.77% of portfolio
|
Q3 2025
Added 27.81%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
9,362
shares
|
$2.22 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,350
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2025
Added 41.03%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 08, 2026 Q4 2025 |
9,346
shares
|
$2.22 Million
1.31% of portfolio
|
Q4 2025
Reduced 78.35%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
9,333
shares
|
$2.22 Million
0.71% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,321
shares
|
$2.21 Million
0.08% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
9,303
shares
|
$2.21 Million
1.31% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
9,274
shares
|
$2.2 Million
0.17% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
9,233
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
9,181
shares
|
$2.18 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.16%
|
|