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 |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
5,949
shares
|
$1.41 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
5,947
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
5,929
shares
|
$1.41 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,926
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,909
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
5,905
shares
|
$1.4 Million
0.5% of portfolio
|
Q4 2025
Added 12.99%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,896
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
5,843
shares
|
$1.39 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
5,816
shares
|
$1.38 Million
0.69% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
5,800
shares
|
$1.38 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
5,800
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
5,761
shares
|
$1.37 Million
1.03% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,759
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Added 36.73%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
5,754
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,742
shares
|
$1.36 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,736
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
5,736
shares
|
$1.36 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
5,717
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,705
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,704
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
5,688
shares
|
$1.35 Million
1.13% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
5,687
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 20.15%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
5,686
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 369.53%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
5,667
shares
|
$1.35 Million
0.88% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,654
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.28%
|
|