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 |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,798
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
8,774
shares
|
$2.08 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
8,764
shares
|
$2.08 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,761
shares
|
$2.08 Million
0.62% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
8,696
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2025
Added 6.3%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
8,685
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
8,677
shares
|
$2.06 Million
1.4% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,660
shares
|
$2.06 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.15%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
8,639
shares
|
$2.05 Million
0.82% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
8,637
shares
|
$2.05 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,616
shares
|
$2.05 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,596
shares
|
$2.04 Million
0.26% of portfolio
|
Q2 2023
Added 248.72%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
8,589
shares
|
$2.04 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,587
shares
|
$2.04 Million
0.73% of portfolio
|
Q3 2025
Added 189.42%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
8,570
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2025
Reduced 81.4%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
8,542
shares
|
$2.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
8,528
shares
|
$2.03 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
8,525
shares
|
$2.02 Million
0.53% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
8,474
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 32.13%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
8,471
shares
|
$2.01 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
8,390
shares
|
$1.99 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
8,362
shares
|
$1.99 Million
0.13% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,348
shares
|
$1.98 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
8,328
shares
|
$1.98 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
8,309
shares
|
$1.97 Million
1.24% of portfolio
|
Q3 2025
Added 0.42%
|
|