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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
7,551
shares
|
$1.79 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
7,548
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
7,538
shares
|
$1.79 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
7,537
shares
|
$1.79 Million
1.83% of portfolio
|
Q4 2022
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,534
shares
|
$1.79 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
7,511
shares
|
$1.78 Million
0.19% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
7,500
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
7,500
shares
|
$1.78 Million
0.25% of portfolio
|
Q3 2024
Added 6421.74%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
7,493
shares
|
$1.78 Million
0.2% of portfolio
|
Q3 2025
Added 49.65%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,490
shares
|
$1.78 Million
0.2% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
7,473
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
7,454
shares
|
$1.77 Million
0.93% of portfolio
|
Q3 2025
Reduced 75.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
7,433
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2025
Reduced 8.38%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,424
shares
|
$1.76 Million
0.49% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
7,418
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.96%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,417
shares
|
$1.76 Million
1.01% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
7,394
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.63%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
7,377
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Added 126.08%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
7,341
shares
|
$1.74 Million
0.32% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,327
shares
|
$1.74 Million
0.11% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
7,295
shares
|
$1.73 Million
0.82% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
7,236
shares
|
$1.72 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
7,212
shares
|
$1.71 Million
0.26% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
7,202
shares
|
$1.71 Million
0.29% of portfolio
|
Q4 2025
Added 2.39%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
7,199
shares
|
$1.71 Million
0.87% of portfolio
|
Q3 2025
Added 3.33%
|
|