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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
3,885
shares
|
$922,609
0.19% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
3,878
shares
|
$920,947
0.69% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
3,875
shares
|
$920,235
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,866
shares
|
$918,097
0.06% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
3,861
shares
|
$916,910
0.34% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,830
shares
|
$909,548
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
3,830
shares
|
$909,548
0.03% of portfolio
|
Q3 2025
Added 44.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
3,824
shares
|
$908,123
0.05% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,823
shares
|
$907,886
0.04% of portfolio
|
Q2 2024
Added 2104.92%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,816
shares
|
$906,223
0.15% of portfolio
|
Q4 2025
Reduced 3.37%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
3,795
shares
|
$901,236
0.24% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,782
shares
|
$898,149
0.12% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
3,777
shares
|
$896,961
0.02% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
3,776
shares
|
$896,724
0.33% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
3,775
shares
|
$896,487
0.28% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
3,770
shares
|
$895,299
0.13% of portfolio
|
Q3 2025
Reduced 68.97%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,758
shares
|
$892,449
0.05% of portfolio
|
Q3 2025
Added 107.51%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
3,756
shares
|
$891,974
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
3,752
shares
|
$891,024
0.11% of portfolio
|
Q3 2025
Added 123.2%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
3,747
shares
|
$889,837
0.14% of portfolio
|
Q3 2025
Reduced 31.45%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,739
shares
|
$887,937
0.09% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
3,717
shares
|
$882,713
0.04% of portfolio
|
Q3 2025
Reduced 46.08%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
3,708
shares
|
$880,575
0.24% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,702
shares
|
$879,150
0.33% of portfolio
|
Q3 2025
Added 0.14%
|
|