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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
4,289
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,289
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,288
shares
|
$1.02 Million
0.41% of portfolio
|
Q4 2023
Reduced 67.63%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
4,285
shares
|
$1.02 Million
0.45% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
4,284
shares
|
$1.02 Million
0.5% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
4,282
shares
|
$1.02 Million
0.63% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4,281
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,278
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2025
Reduced 14.71%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,277
shares
|
$1.02 Million
0.55% of portfolio
|
Q3 2025
Reduced 30.69%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
4,274
shares
|
$1.01 Million
0.38% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
4,264
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,252
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
4,245
shares
|
$1.01 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,231
shares
|
$1 Million
0.04% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
4,228
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Added 29.02%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
4,224
shares
|
$1 Million
0.37% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
4,214
shares
|
$1 Million
0.69% of portfolio
|
Q4 2025
Reduced 45.82%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
4,207
shares
|
$999,078
0.51% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,197
shares
|
$996,703
0.46% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
4,197
shares
|
$996,703
0.1% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,186
shares
|
$994,091
0.41% of portfolio
|
Q3 2021
Reduced 0.1%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4,185
shares
|
$993,853
0.0% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
4,176
shares
|
$991,716
0.58% of portfolio
|
Q1 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
4,171
shares
|
$990,529
0.16% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
4,155
shares
|
$986,729
0.23% of portfolio
|
Q1 2025
Reduced 1.31%
|
|