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 |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,529
shares
|
$600,586
0.06% of portfolio
|
Q3 2025
Added 127.02%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
2,528
shares
|
$600,349
0.14% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
2,528
shares
|
$600,349
0.5% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
2,527
shares
|
$600,111
0.04% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,523
shares
|
$599,162
0.12% of portfolio
|
Q4 2025
Reduced 21.18%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
2,523
shares
|
$599,162
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,519
shares
|
$598,212
0.01% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,516
shares
|
$597,499
0.04% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,512
shares
|
$596,549
0.08% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
2,511
shares
|
$596,312
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
2,509
shares
|
$595,837
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
2,506
shares
|
$595,124
0.27% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,504
shares
|
$594,649
0.21% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,501
shares
|
$593,937
0.73% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
2,500
shares
|
$593,700
0.15% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,497
shares
|
$592,987
0.26% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,496
shares
|
$592,750
0.04% of portfolio
|
Q3 2025
Added 100.64%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
2,489
shares
|
$591,087
0.14% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
2,489
shares
|
$591,087
0.08% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,487
shares
|
$590,612
0.32% of portfolio
|
Q2 2022
Reduced 25.29%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,487
shares
|
$590,612
0.48% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,484
shares
|
$589,900
0.03% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
2,478
shares
|
$588,475
0.29% of portfolio
|
Q3 2025
Added 111.79%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
2,477
shares
|
$588,237
0.09% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
2,477
shares
|
$588,237
0.15% of portfolio
|
Q2 2025
Reduced 23.76%
|
|