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 |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
2,649
shares
|
$629,084
0.37% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
2,637
shares
|
$626,234
0.12% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,633
shares
|
$625,284
0.09% of portfolio
|
Q3 2025
Reduced 29.66%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,628
shares
|
$624,097
0.05% of portfolio
|
Q3 2025
Added 27.95%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,619
shares
|
$621,960
0.08% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
2,614
shares
|
$620,772
0.11% of portfolio
|
Q3 2025
Added 33.71%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,611
shares
|
$620,060
0.08% of portfolio
|
Q3 2025
Added 89.07%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
2,606
shares
|
$618,872
0.43% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
2,600
shares
|
$617,448
0.12% of portfolio
|
Q3 2022
Reduced 3.7%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
2,597
shares
|
$616,735
0.34% of portfolio
|
Q4 2025
Reduced 3.71%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,592
shares
|
$615,548
0.17% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
2,592
shares
|
$615,548
0.05% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
2,590
shares
|
$615,073
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
2,587
shares
|
$614,360
0.06% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,584
shares
|
$613,648
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
2,582
shares
|
$613,173
0.12% of portfolio
|
Q2 2025
Reduced 47.72%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,572
shares
|
$610,798
0.07% of portfolio
|
Q4 2025
Added 106.09%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
2,567
shares
|
$609,611
0.35% of portfolio
|
Q4 2025
Reduced 3.21%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
2,563
shares
|
$608,661
0.02% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,562
shares
|
$608,423
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
2,554
shares
|
$606,523
0.06% of portfolio
|
Q4 2025
Reduced 3.88%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
2,550
shares
|
$605,574
0.24% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
2,549
shares
|
$605,336
0.39% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,534
shares
|
$601,774
0.03% of portfolio
|
Q3 2022
Reduced 11.98%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
2,531
shares
|
$601,061
0.0% of portfolio
|
Q3 2025
Added 150.35%
|
|