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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
4,448
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
4,448
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
4,444
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
4,440
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Hbk Investments L P
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,433
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
4,430
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
4,424
shares
|
$1.05 Million
0.34% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
4,401
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
4,397
shares
|
$1.04 Million
0.4% of portfolio
|
Q3 2025
Added 5134.52%
|
|
|
Savior LLC
|
Oct 21, 2025 Q3 2025 |
4,393
shares
|
$1.04 Million
4.79% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
4,392
shares
|
$1.04 Million
0.31% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
4,385
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
4,379
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,378
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.15%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
4,368
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,358
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 48.53%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,355
shares
|
$1.03 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
4,351
shares
|
$1.03 Million
0.22% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
4,346
shares
|
$1.03 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,328
shares
|
$1.03 Million
0.34% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,327
shares
|
$1.03 Million
0.49% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
4,324
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
4,309
shares
|
$1.02 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,297
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 89.5%
|
|