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 |
|---|---|---|---|---|---|
|
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
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
2,859
shares
|
$678,955
0.19% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
2,854
shares
|
$677,767
0.0% of portfolio
|
Q3 2025
Reduced 89.15%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
2,848
shares
|
$676,343
0.04% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,847
shares
|
$676,105
0.11% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,842
shares
|
$674,918
0.08% of portfolio
|
Q3 2025
Reduced 45.05%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,831
shares
|
$672,305
0.06% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,822
shares
|
$670,168
0.45% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
2,818
shares
|
$669,218
0.3% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
2,815
shares
|
$668,506
0.51% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
2,808
shares
|
$666,843
0.05% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
2,803
shares
|
$665,656
0.04% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
2,802
shares
|
$665,418
0.02% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
2,801
shares
|
$665,181
0.12% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
2,800
shares
|
$664,944
0.09% of portfolio
|
Q3 2025
Added 114.56%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
2,796
shares
|
$663,994
0.29% of portfolio
|
Q3 2025
Added 55.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,794
shares
|
$663,519
0.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 14, 2025 Q3 2025 |
2,786
shares
|
$661,619
0.06% of portfolio
|
Q3 2025
Added 822.52%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,785
shares
|
$661,381
0.31% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
2,783
shares
|
$660,906
0.5% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,780
shares
|
$660,194
0.03% of portfolio
|
Q3 2025
Reduced 82.46%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
2,780
shares
|
$660,194
0.67% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$659,719
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,772
shares
|
$658,294
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|