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 |
|---|---|---|---|---|---|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
3,191
shares
|
$757,798
0.59% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,186
shares
|
$756,611
0.09% of portfolio
|
Q2 2024
Added 59.7%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
3,185
shares
|
$756,373
0.09% of portfolio
|
Q1 2021
Reduced 7.89%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,181
shares
|
$755,423
0.07% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,180
shares
|
$755,186
0.01% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,176
shares
|
$754,236
0.33% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
3,175
shares
|
$753,999
0.25% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
3,174
shares
|
$753,761
0.05% of portfolio
|
Q3 2025
Added 39.21%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,167
shares
|
$752,099
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
3,164
shares
|
$751,386
0.34% of portfolio
|
Q2 2025
Added 122.5%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
3,161
shares
|
$750,674
0.23% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
3,158
shares
|
$749,961
0.11% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
3,153
shares
|
$748,774
0.03% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
3,149
shares
|
$747,824
0.17% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,136
shares
|
$744,737
0.43% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
3,136
shares
|
$744,737
0.04% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,129
shares
|
$743,074
0.3% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
3,108
shares
|
$738,087
0.14% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
3,107
shares
|
$737,850
0.56% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
3,105
shares
|
$737,375
0.14% of portfolio
|
Q2 2025
Reduced 83.54%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
3,104
shares
|
$737,137
0.35% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
3,103
shares
|
$736,900
0.47% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
3,096
shares
|
$735,238
0.15% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
3,093
shares
|
$734,525
0.09% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
3,091
shares
|
$734,050
0.35% of portfolio
|
Q1 2025
Reduced 76.5%
|
|