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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
4,155
shares
|
$986,729
0.23% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,152
shares
|
$986,016
0.2% of portfolio
|
Q2 2022
Reduced 70.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
4,151
shares
|
$985,779
0.99% of portfolio
|
Q2 2024
Reduced 22.84%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
4,143
shares
|
$983,879
0.18% of portfolio
|
Q4 2025
Reduced 13.85%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,131
shares
|
$981,029
0.34% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,130
shares
|
$980,792
0.77% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
4,129
shares
|
$980,554
0.12% of portfolio
|
Q3 2025
Added 308.81%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
4,129
shares
|
$980,554
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
4,127
shares
|
$980,079
0.29% of portfolio
|
Q4 2025
Reduced 2.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,125
shares
|
$979,605
0.28% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
4,119
shares
|
$978,180
0.32% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
4,114
shares
|
$976,992
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,112
shares
|
$976,517
0.08% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
4,111
shares
|
$976,280
0.14% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$976,042
0.96% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
4,109
shares
|
$975,805
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,101
shares
|
$973,905
0.11% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
4,082
shares
|
$969,393
0.13% of portfolio
|
Q3 2025
Added 33.49%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
4,081
shares
|
$969,155
0.27% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
4,069
shares
|
$966,306
0.27% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
4,067
shares
|
$965,831
0.0% of portfolio
|
Q3 2025
Reduced 44.03%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,066
shares
|
$965,593
0.58% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
4,063
shares
|
$964,881
0.4% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
4,059
shares
|
$963,931
0.56% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,058
shares
|
$963,693
0.2% of portfolio
|
Q3 2025
Reduced 2.78%
|
|