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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
7,192
shares
|
$1.71 Million
0.51% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
7,186
shares
|
$1.71 Million
0.48% of portfolio
|
Q3 2025
Added 40.05%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
7,157
shares
|
$1.7 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,138
shares
|
$1.7 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
7,134
shares
|
$1.69 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
7,113
shares
|
$1.69 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
7,100
shares
|
$1.69 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
7,075
shares
|
$1.68 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
7,065
shares
|
$1.68 Million
0.39% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,061
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
7,057
shares
|
$1.68 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
7,021
shares
|
$1.67 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
7,020
shares
|
$1.67 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,018
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
7,010
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
7,004
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,994
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
6,989
shares
|
$1.66 Million
0.19% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
6,977
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
6,975
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
6,970
shares
|
$1.66 Million
1.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
6,964
shares
|
$1.65 Million
0.39% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
6,952
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
6,940
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2025
Added 49.57%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
6,939
shares
|
$1.65 Million
1.25% of portfolio
|
Q3 2025
Added 40.49%
|
|