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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,400
shares
|
$807,432
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
3,400
shares
|
$807,432
0.16% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
3,399
shares
|
$807,194
0.47% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
3,386
shares
|
$804,107
0.2% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
3,381
shares
|
$802,919
0.18% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
3,375
shares
|
$801,495
0.34% of portfolio
|
Q4 2025
Reduced 12.59%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3,373
shares
|
$801,020
0.52% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
3,370
shares
|
$800,307
0.03% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
3,358
shares
|
$797,457
0.25% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
3,356
shares
|
$796,982
0.27% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,345
shares
|
$794,370
0.04% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,342
shares
|
$793,658
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
3,340
shares
|
$793,183
0.01% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
3,339
shares
|
$792,945
0.29% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
3,332
shares
|
$791,283
0.08% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
3,330
shares
|
$790,808
0.62% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
3,329
shares
|
$790,570
0.37% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,316
shares
|
$787,483
0.04% of portfolio
|
Q3 2025
Reduced 20.06%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,313
shares
|
$786,771
0.09% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
3,302
shares
|
$784,158
0.12% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,301
shares
|
$783,921
0.09% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
3,300
shares
|
$783,684
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,292
shares
|
$781,784
0.28% of portfolio
|
Q3 2025
Added 114.46%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
3,283
shares
|
$779,646
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,282
shares
|
$779,409
0.36% of portfolio
|
Q3 2025
Reduced 4.31%
|
|