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 |
|---|---|---|---|---|---|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,282
shares
|
$779,409
0.36% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
3,279
shares
|
$778,696
0.25% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
3,278
shares
|
$778,459
0.11% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
3,275
shares
|
$777,747
0.11% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,266
shares
|
$775,609
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
3,265
shares
|
$775,372
0.09% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,265
shares
|
$775,372
0.56% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,249
shares
|
$771,572
0.01% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
3,246
shares
|
$770,860
0.05% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,246
shares
|
$770,860
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,244
shares
|
$770,385
0.01% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
3,225
shares
|
$765,873
0.33% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
3,224
shares
|
$765,635
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
3,220
shares
|
$764,685
0.2% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
3,214
shares
|
$763,260
0.16% of portfolio
|
Q3 2025
Reduced 27.05%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 09, 2026 Q4 2025 |
3,213
shares
|
$763,023
0.78% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
3,213
shares
|
$763,023
0.36% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,209
shares
|
$762,073
0.08% of portfolio
|
Q1 2022
Reduced 13.04%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,207
shares
|
$761,598
0.24% of portfolio
|
Q3 2025
Added 68.61%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
3,206
shares
|
$761,360
0.07% of portfolio
|
Q2 2025
Reduced 70.84%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,205
shares
|
$761,123
0.05% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
3,205
shares
|
$761,123
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
3,202
shares
|
$760,410
0.3% of portfolio
|
Q3 2025
Added 18.86%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
3,198
shares
|
$759,461
0.14% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
3,193
shares
|
$758,273
0.32% of portfolio
|
Q3 2025
Reduced 2.32%
|
|