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 |
|---|---|---|---|---|---|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
7,945
shares
|
$1.89 Million
0.63% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,914
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2024
Reduced 40.26%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
7,898
shares
|
$1.88 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Nov 10, 2025 Q3 2025 |
7,895
shares
|
$1.87 Million
1.71% of portfolio
|
Q3 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
7,831
shares
|
$1.86 Million
0.08% of portfolio
|
Q3 2025
Reduced 56.62%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
7,793
shares
|
$1.85 Million
0.17% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
7,778
shares
|
$1.85 Million
1.58% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
7,774
shares
|
$1.85 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,771
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2023
Added 92.11%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
7,747
shares
|
$1.84 Million
0.69% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
7,740
shares
|
$1.84 Million
0.36% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
7,717
shares
|
$1.83 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,715
shares
|
$1.83 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
7,705
shares
|
$1.83 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
7,699
shares
|
$1.83 Million
0.43% of portfolio
|
Q4 2025
Reduced 8.77%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,679
shares
|
$1.82 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
7,656
shares
|
$1.82 Million
0.8% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,653
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 12, 2026 Q4 2025 |
7,623
shares
|
$1.81 Million
0.59% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,623
shares
|
$1.81 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
7,612
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2025
Added 41.12%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,603
shares
|
$1.81 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
7,600
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,567
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
7,556
shares
|
$1.79 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.18%
|
|