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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,654
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
5,647
shares
|
$1.34 Million
0.44% of portfolio
|
Q3 2025
Added 254.27%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,612
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,595
shares
|
$1.33 Million
0.37% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,577
shares
|
$1.32 Million
0.16% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
5,572
shares
|
$1.32 Million
0.11% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
5,571
shares
|
$1.32 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
5,557
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
5,555
shares
|
$1.32 Million
0.52% of portfolio
|
Q3 2025
Added 87.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,548
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2022
Added 370.57%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,544
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,521
shares
|
$1.31 Million
0.99% of portfolio
|
Q3 2025
Added 3372.33%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
5,517
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,468
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
5,464
shares
|
$1.3 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
5,451
shares
|
$1.29 Million
0.21% of portfolio
|
Q3 2025
Added 64.78%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
5,441
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
5,441
shares
|
$1.29 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,422
shares
|
$1.29 Million
0.18% of portfolio
|
Q4 2022
Reduced 3.61%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
5,421
shares
|
$1.29 Million
0.75% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
5,414
shares
|
$1.29 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,398
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2025
Reduced 42.91%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
5,389
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Added 50.15%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,372
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
5,365
shares
|
$1.27 Million
0.43% of portfolio
|
Q4 2025
New holding
|
|