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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,756
shares
|
$654,494
0.01% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,736
shares
|
$649,745
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,735
shares
|
$649,507
0.04% of portfolio
|
Q3 2025
Added 76.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,735
shares
|
$649,507
0.05% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,734
shares
|
$649,270
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,734
shares
|
$649,270
0.49% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
2,732
shares
|
$648,795
0.25% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
2,731
shares
|
$648,557
0.59% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,713
shares
|
$644,283
0.09% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
2,708
shares
|
$643,095
0.48% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
2,706
shares
|
$642,620
0.06% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,701
shares
|
$641,433
0.23% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,700
shares
|
$641,196
0.17% of portfolio
|
Q3 2025
Reduced 20.59%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
2,697
shares
|
$640,483
0.36% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,688
shares
|
$638,346
0.11% of portfolio
|
Q3 2025
Added 62.32%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,687
shares
|
$638,108
0.06% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
2,683
shares
|
$637,158
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,680
shares
|
$636,446
0.07% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,673
shares
|
$634,784
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
2,669
shares
|
$633,834
0.26% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
2,662
shares
|
$632,171
0.01% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,655
shares
|
$630,509
0.1% of portfolio
|
Q3 2025
Added 56.64%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,654
shares
|
$630,271
0.01% of portfolio
|
Q3 2025
Reduced 42.47%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
2,652
shares
|
$629,796
0.13% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
2,650
shares
|
$629,322
0.0% of portfolio
|
Q2 2025
New holding
|
|