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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,636
shares
|
$1.58 Million
0.24% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
6,602
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
6,600
shares
|
$1.57 Million
0.42% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
6,580
shares
|
$1.56 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,580
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.31%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6,570
shares
|
$1.56 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
6,567
shares
|
$1.56 Million
1.74% of portfolio
|
Q3 2025
Added 59.74%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
6,533
shares
|
$1.55 Million
0.74% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
6,530
shares
|
$1.55 Million
0.77% of portfolio
|
Q3 2025
Added 46.22%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,525
shares
|
$1.55 Million
0.23% of portfolio
|
Q1 2023
Reduced 65.48%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
6,511
shares
|
$1.55 Million
0.42% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
6,500
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2023
Reduced 6.94%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
6,489
shares
|
$1.54 Million
0.54% of portfolio
|
Q3 2022
Added 416.23%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,484
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
6,484
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
6,460
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
6,431
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
6,428
shares
|
$1.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
6,422
shares
|
$1.53 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
6,393
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2025
Added 376.02%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6,343
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
6,314
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
6,305
shares
|
$1.5 Million
0.56% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
6,277
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
6,276
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.17%
|
|