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 |
|---|---|---|---|---|---|
|
Chartist Inc
Seal Beach, CA |
Nov 20, 2025 Q3 2025 |
4,690
shares
|
$1.11 Million
1.38% of portfolio
|
Q3 2025
Reduced 81.6%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,690
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 95.85%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
4,663
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2025
Reduced 60.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,661
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
4,652
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 52.45%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
4,645
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2025
Reduced 16.55%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
4,642
shares
|
$1.1 Million
0.87% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,638
shares
|
$1.1 Million
0.39% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,628
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2021
Reduced 1.07%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,605
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 78.65%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
4,598
shares
|
$1.09 Million
0.31% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,591
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,588
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
4,584
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
4,581
shares
|
$1.09 Million
0.66% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
4,568
shares
|
$1.08 Million
0.45% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
4,565
shares
|
$1.08 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
4,551
shares
|
$1.08 Million
0.86% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
4,550
shares
|
$1.08 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
4,549
shares
|
$1.08 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
4,523
shares
|
$1.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
4,509
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
4,500
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2025
Reduced 1.75%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
4,500
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,500
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2019
Reduced 38.84%
|
|