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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,535
shares
|
$839,491
0.04% of portfolio
|
Q2 2022
Added 28.22%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,532
shares
|
$838,779
0.31% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
3,529
shares
|
$838,066
0.11% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
3,529
shares
|
$838,066
0.15% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
3,523
shares
|
$836,642
0.02% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
3,523
shares
|
$836,642
0.12% of portfolio
|
Q4 2025
Reduced 4.84%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
3,519
shares
|
$835,692
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,516
shares
|
$834,979
0.25% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
3,514
shares
|
$834,504
0.16% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,507
shares
|
$832,842
0.07% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,482
shares
|
$826,905
0.01% of portfolio
|
Q4 2025
Added 15.11%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,475
shares
|
$825,243
0.13% of portfolio
|
Q4 2025
Reduced 7.18%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
3,469
shares
|
$823,818
0.24% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,469
shares
|
$823,818
0.2% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
3,466
shares
|
$823,105
0.83% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,465
shares
|
$822,868
0.53% of portfolio
|
Q3 2024
Reduced 81.69%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,458
shares
|
$821,205
0.02% of portfolio
|
Q2 2024
Reduced 30.35%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
3,443
shares
|
$817,643
0.21% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
3,441
shares
|
$817,168
0.18% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
3,439
shares
|
$816,693
0.3% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
3,436
shares
|
$815,981
0.25% of portfolio
|
Q4 2025
Reduced 26.19%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,425
shares
|
$813,369
0.74% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,412
shares
|
$810,281
0.02% of portfolio
|
Q3 2025
Reduced 37.62%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,410
shares
|
$809,806
0.46% of portfolio
|
Q3 2025
Reduced 76.3%
|
|