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 |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
2,362
shares
|
$560,927
0.1% of portfolio
|
Q3 2025
Reduced 74.48%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,359
shares
|
$560,215
0.07% of portfolio
|
Q3 2025
Added 18.9%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,356
shares
|
$559,502
0.12% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,355
shares
|
$559,265
0.18% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
2,354
shares
|
$559,027
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
2,336
shares
|
$554,753
0.0% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
2,332
shares
|
$553,803
0.52% of portfolio
|
Q3 2025
Added 46.12%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,320
shares
|
$550,953
0.25% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
2,318
shares
|
$550,478
0.05% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
2,317
shares
|
$550,241
0.05% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
2,313
shares
|
$549,291
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,312
shares
|
$549,053
0.07% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,310
shares
|
$548,578
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$546,204
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
2,297
shares
|
$545,491
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
2,294
shares
|
$544,779
0.03% of portfolio
|
Q3 2025
Reduced 21.01%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,276
shares
|
$540,504
0.12% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
2,272
shares
|
$539,554
0.09% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
2,271
shares
|
$539,317
0.13% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,262
shares
|
$537,179
0.51% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
2,258
shares
|
$536,229
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,258
shares
|
$536,229
0.02% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
2,256
shares
|
$535,754
0.03% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
2,251
shares
|
$534,567
0.16% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
2,251
shares
|
$534,567
0.18% of portfolio
|
Q3 2025
Reduced 8.12%
|
|