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 |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
4,052
shares
|
$962,268
0.16% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
4,047
shares
|
$961,081
0.31% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
4,046
shares
|
$960,844
0.27% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
4,040
shares
|
$959,419
0.0% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
4,040
shares
|
$959,419
0.71% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
4,034
shares
|
$957,994
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
4,000
shares
|
$949,920
0.36% of portfolio
|
Q1 2020
Reduced 30.94%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$949,920
0.03% of portfolio
|
Q2 2025
Reduced 68.75%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$949,920
0.43% of portfolio
|
Q3 2025
Reduced 32.57%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
3,993
shares
|
$948,257
0.66% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,992
shares
|
$948,020
0.1% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,982
shares
|
$945,645
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,977
shares
|
$944,457
0.29% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
3,970
shares
|
$942,795
0.53% of portfolio
|
Q4 2025
Added 19.65%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,968
shares
|
$942,320
0.05% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
3,955
shares
|
$939,233
0.39% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,939
shares
|
$935,433
0.06% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,937
shares
|
$934,958
0.15% of portfolio
|
Q3 2024
Added 563.91%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,921
shares
|
$931,159
0.06% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
3,916
shares
|
$929,971
0.67% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
3,915
shares
|
$929,734
0.1% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,910
shares
|
$928,546
0.37% of portfolio
|
Q4 2024
Added 584.76%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
3,908
shares
|
$928,071
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
3,900
shares
|
$926,172
0.64% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
3,898
shares
|
$925,697
0.5% of portfolio
|
Q4 2025
Added 5.98%
|
|