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 |
|---|---|---|---|---|---|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
2,969
shares
|
$705,078
0.44% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,965
shares
|
$704,128
0.03% of portfolio
|
Q3 2022
Reduced 26.5%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,957
shares
|
$702,228
0.01% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
2,950
shares
|
$700,566
0.02% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
2,948
shares
|
$700,091
0.17% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
2,945
shares
|
$699,378
0.07% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
2,937
shares
|
$697,478
0.05% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
2,925
shares
|
$694,629
0.22% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
2,922
shares
|
$693,916
0.05% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,920
shares
|
$693,441
0.13% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,920
shares
|
$693,441
0.04% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
2,916
shares
|
$692,491
0.17% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
2,916
shares
|
$692,491
0.3% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,902
shares
|
$689,166
0.08% of portfolio
|
Q3 2025
Added 33.43%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
2,897
shares
|
$687,979
0.21% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,896
shares
|
$687,742
0.35% of portfolio
|
Q1 2023
Reduced 14.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,890
shares
|
$686,317
0.05% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,885
shares
|
$685,129
0.09% of portfolio
|
Q3 2022
Added 60.28%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
2,884
shares
|
$684,892
0.08% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
2,877
shares
|
$683,229
0.19% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,877
shares
|
$683,229
0.07% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Ananym Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,875
shares
|
$682,755
0.27% of portfolio
|
Q3 2025
Added 391.45%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,873
shares
|
$682,280
0.28% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
2,870
shares
|
$681,567
0.14% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
2,866
shares
|
$680,617
0.11% of portfolio
|
Q4 2023
New holding
|
|