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 |
|---|---|---|---|---|---|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
2,242
shares
|
$532,430
0.4% of portfolio
|
Q4 2025
Reduced 4.72%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
2,241
shares
|
$532,192
0.03% of portfolio
|
Q4 2025
Added 7.69%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
2,232
shares
|
$530,055
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
2,230
shares
|
$529,580
0.1% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,227
shares
|
$528,867
0.1% of portfolio
|
Q1 2022
Added 7.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,226
shares
|
$528,630
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
2,214
shares
|
$525,780
0.17% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,210
shares
|
$524,830
0.02% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
2,203
shares
|
$523,168
0.24% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
2,198
shares
|
$521,981
0.21% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
2,190
shares
|
$520,081
0.02% of portfolio
|
Q4 2025
Reduced 21.84%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,188
shares
|
$519,606
0.16% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
2,186
shares
|
$519,131
0.12% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
2,186
shares
|
$519,131
0.01% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
2,185
shares
|
$518,893
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
2,183
shares
|
$518,418
0.19% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
2,175
shares
|
$516,519
0.11% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,171
shares
|
$515,569
0.05% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
2,167
shares
|
$514,619
0.12% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,165
shares
|
$514,144
0.1% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,157
shares
|
$512,244
0.03% of portfolio
|
Q3 2025
Reduced 30.01%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
2,151
shares
|
$510,819
0.09% of portfolio
|
Q3 2025
Reduced 31.26%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
2,145
shares
|
$509,394
0.08% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
2,143
shares
|
$508,919
0.06% of portfolio
|
Q3 2025
Added 127.25%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
2,141
shares
|
$508,444
0.28% of portfolio
|
Q3 2025
Added 12.39%
|
|