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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
6,264
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2025
Reduced 9.64%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
6,217
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
6,216
shares
|
$1.48 Million
0.58% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,203
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
6,166
shares
|
$1.46 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
6,152
shares
|
$1.46 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
6,147
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
6,145
shares
|
$1.46 Million
1.56% of portfolio
|
Q3 2025
Reduced 29.07%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
6,136
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
6,132
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,115
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2025
Reduced 69.71%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
6,108
shares
|
$1.45 Million
0.26% of portfolio
|
Q3 2025
Reduced 42.12%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
6,105
shares
|
$1.45 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
6,095
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
6,086
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
6,069
shares
|
$1.44 Million
0.93% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
6,051
shares
|
$1.44 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
6,049
shares
|
$1.44 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
6,045
shares
|
$1.44 Million
0.6% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,014
shares
|
$1.43 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,995
shares
|
$1.42 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
5,983
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
5,982
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,982
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,958
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.65%
|
|