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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
9,178
shares
|
$2.18 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
9,176
shares
|
$2.18 Million
0.18% of portfolio
|
Q4 2025
Added 5.14%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,172
shares
|
$2.18 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
9,149
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
9,135
shares
|
$2.17 Million
0.25% of portfolio
|
Q4 2025
Added 13.55%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,103
shares
|
$2.16 Million
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
9,087
shares
|
$2.16 Million
0.5% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
9,087
shares
|
$2.16 Million
1.06% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
9,080
shares
|
$2.16 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,044
shares
|
$2.15 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,033
shares
|
$2.15 Million
0.41% of portfolio
|
Q2 2023
Reduced 3.06%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
9,026
shares
|
$2.14 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
9,010
shares
|
$2.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 52.02%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,006
shares
|
$2.14 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,986
shares
|
$2.13 Million
0.45% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
8,979
shares
|
$2.13 Million
1.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,953
shares
|
$2.13 Million
1.56% of portfolio
|
Q3 2025
Added 21.13%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
8,932
shares
|
$2.12 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,922
shares
|
$2.12 Million
0.6% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
8,919
shares
|
$2.12 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
8,919
shares
|
$2.12 Million
0.56% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,906
shares
|
$2.11 Million
0.68% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
8,853
shares
|
$2.1 Million
0.7% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
8,821
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
8,821
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2025
Added 4.94%
|
|