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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
3,681
shares
|
$874,163
0.09% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,669
shares
|
$871,314
0.16% of portfolio
|
Q1 2022
Reduced 4.63%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
3,666
shares
|
$870,601
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
3,665
shares
|
$870,364
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
3,650
shares
|
$866,802
0.54% of portfolio
|
Q4 2025
Reduced 28.54%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
3,649
shares
|
$866,564
0.73% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
3,647
shares
|
$866,089
0.06% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,632
shares
|
$862,527
0.02% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,622
shares
|
$860,152
0.42% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,620
shares
|
$859,677
0.0% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,618
shares
|
$859,202
0.48% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
3,591
shares
|
$852,790
0.25% of portfolio
|
Q4 2025
Reduced 14.7%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
3,580
shares
|
$850,178
0.7% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
3,578
shares
|
$849,703
0.55% of portfolio
|
Q3 2025
Added 31.06%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
3,577
shares
|
$849,465
0.06% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
3,575
shares
|
$848,991
0.45% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
3,570
shares
|
$847,803
0.52% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,564
shares
|
$846,378
0.12% of portfolio
|
Q3 2023
Reduced 15.26%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
3,560
shares
|
$845,428
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
3,554
shares
|
$844,003
0.06% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
3,550
shares
|
$843,054
0.14% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
3,549
shares
|
$842,816
0.24% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,545
shares
|
$841,866
0.35% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,545
shares
|
$841,866
0.14% of portfolio
|
Q3 2020
Reduced 3.96%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
3,537
shares
|
$839,966
0.42% of portfolio
|
Q3 2025
Added 0.94%
|
|