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 |
|---|---|---|---|---|---|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
5,088
shares
|
$1.21 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,085
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
5,078
shares
|
$1.21 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,076
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
5,064
shares
|
$1.2 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
5,062
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
5,062
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 27.38%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
5,053
shares
|
$1.2 Million
0.39% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,038
shares
|
$1.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
5,025
shares
|
$1.19 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
5,020
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,017
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2022
Reduced 21.54%
|
|
|
Symmetry Peak Management LLC
Radnor, PA |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$1.19 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Galilei Investment Office LLP
London, X0 |
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$1.19 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
4,995
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
4,991
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
4,985
shares
|
$1.18 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
4,980
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,973
shares
|
$1.18 Million
0.07% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
4,973
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,969
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
4,941
shares
|
$1.17 Million
0.9% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
4,934
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.61%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
4,914
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,911
shares
|
$1.17 Million
0.82% of portfolio
|
Q1 2023
Added 4.18%
|
|