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 |
|---|---|---|---|---|---|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
3,085
shares
|
$732,625
0.18% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
3,082
shares
|
$731,913
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,081
shares
|
$731,675
0.23% of portfolio
|
Q1 2024
Reduced 56.4%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
3,079
shares
|
$731,200
0.04% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
3,079
shares
|
$731,200
0.09% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
3,077
shares
|
$730,725
0.13% of portfolio
|
Q3 2025
Reduced 21.47%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,076
shares
|
$730,488
0.05% of portfolio
|
Q3 2025
Added 56.62%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,057
shares
|
$725,976
0.18% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
3,049
shares
|
$724,076
0.21% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
3,048
shares
|
$723,839
0.18% of portfolio
|
Q2 2025
Reduced 77.65%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
3,047
shares
|
$723,601
0.25% of portfolio
|
Q1 2025
Reduced 31.27%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
3,030
shares
|
$719,564
0.03% of portfolio
|
Q4 2025
Added 37.79%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,026
shares
|
$718,614
0.29% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
3,008
shares
|
$714,339
0.22% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,001
shares
|
$712,677
0.56% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Defender Capital, Llc.
|
Jan 12, 2026 Q4 2025 |
3,000
shares
|
$712,440
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$712,440
0.33% of portfolio
|
Q1 2025
Reduced 72.09%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
2,999
shares
|
$712,202
0.33% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,995
shares
|
$711,252
0.52% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
2,992
shares
|
$710,540
0.39% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
2,988
shares
|
$709,590
0.43% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
2,987
shares
|
$709,352
0.05% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,986
shares
|
$709,115
7.21% of portfolio
|
Q2 2020
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
2,971
shares
|
$705,553
0.09% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,969
shares
|
$705,078
0.29% of portfolio
|
Q2 2025
Reduced 24.26%
|
|