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 |
|---|---|---|---|---|---|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
5,365
shares
|
$1.27 Million
0.43% of portfolio
|
Q4 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
5,360
shares
|
$1.27 Million
0.22% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
5,315
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
5,309
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
5,308
shares
|
$1.26 Million
0.25% of portfolio
|
Q4 2025
Added 11.89%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,303
shares
|
$1.26 Million
0.13% of portfolio
|
Q4 2025
Added 25.9%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
5,300
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Added 241.94%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
5,294
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
5,291
shares
|
$1.26 Million
0.71% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,290
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
5,288
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,277
shares
|
$1.25 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
5,260
shares
|
$1.25 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,260
shares
|
$1.25 Million
0.55% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
5,247
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2025
Added 8.27%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,240
shares
|
$1.24 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
5,240
shares
|
$1.24 Million
0.78% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,225
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
5,216
shares
|
$1.24 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 17, 2025 Q3 2025 |
5,210
shares
|
$1.24 Million
0.83% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,208
shares
|
$1.24 Million
0.37% of portfolio
|
Q4 2021
Reduced 6.01%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,169
shares
|
$1.23 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,136
shares
|
$1.22 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
5,132
shares
|
$1.22 Million
0.56% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,122
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 77.6%
|
|