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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,305
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
8,289
shares
|
$1.97 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
8,270
shares
|
$1.96 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
8,214
shares
|
$1.95 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
8,204
shares
|
$1.95 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
8,169
shares
|
$1.94 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
8,117
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
8,116
shares
|
$1.93 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
8,108
shares
|
$1.93 Million
0.23% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,102
shares
|
$1.92 Million
0.62% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
8,083
shares
|
$1.92 Million
0.32% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
8,082
shares
|
$1.92 Million
0.33% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
8,071
shares
|
$1.92 Million
0.8% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
8,065
shares
|
$1.92 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
8,063
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 86.92%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
8,040
shares
|
$1.91 Million
0.25% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
8,036
shares
|
$1.91 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
8,032
shares
|
$1.91 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
8,011
shares
|
$1.9 Million
0.46% of portfolio
|
Q4 2025
Reduced 6.98%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
8,000
shares
|
$1.9 Million
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$1.9 Million
1.59% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,986
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,974
shares
|
$1.89 Million
0.64% of portfolio
|
Q2 2025
Added 339.1%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
7,962
shares
|
$1.89 Million
0.29% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
7,949
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2025
Added 18.96%
|
|