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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
6,892
shares
|
$1.64 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 20, 2025 Q3 2025 |
6,891
shares
|
$1.64 Million
0.27% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,883
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
6,883
shares
|
$1.63 Million
0.71% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,874
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
6,846
shares
|
$1.63 Million
0.22% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
6,836
shares
|
$1.62 Million
0.32% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
6,828
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2025
Added 274.14%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
6,825
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
6,814
shares
|
$1.62 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
6,812
shares
|
$1.62 Million
0.52% of portfolio
|
Q4 2025
Added 221.93%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
6,803
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
6,790
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
6,751
shares
|
$1.6 Million
0.18% of portfolio
|
Q4 2025
Reduced 11.21%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
6,750
shares
|
$1.6 Million
1.41% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
6,738
shares
|
$1.6 Million
0.39% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,731
shares
|
$1.6 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
6,696
shares
|
$1.59 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
6,686
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
6,675
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Added 105.7%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,664
shares
|
$1.58 Million
0.32% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
6,653
shares
|
$1.58 Million
0.74% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,651
shares
|
$1.58 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,640
shares
|
$1.58 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,636
shares
|
$1.58 Million
0.24% of portfolio
|
Q3 2025
Reduced 11.61%
|
|