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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,141
shares
|
$508,444
0.05% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
2,139
shares
|
$507,969
0.07% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
2,138
shares
|
$507,732
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
2,136
shares
|
$507,257
0.04% of portfolio
|
Q3 2025
Added 88.03%
|
|
|
Long Path Partners LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
2,135
shares
|
$507,019
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
2,128
shares
|
$505,357
0.06% of portfolio
|
Q4 2025
Reduced 25.1%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
2,127
shares
|
$505,119
0.05% of portfolio
|
Q3 2025
Reduced 49.43%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
2,119
shares
|
$503,220
0.15% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
2,114
shares
|
$502,032
0.2% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,106
shares
|
$500,132
0.01% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,104
shares
|
$499,657
0.05% of portfolio
|
Q1 2025
Reduced 91.97%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,103
shares
|
$499,420
0.22% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
2,097
shares
|
$497,995
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
2,090
shares
|
$496,333
0.07% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,088
shares
|
$495,858
0.31% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,084
shares
|
$494,908
0.12% of portfolio
|
Q3 2025
Reduced 46.78%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
2,076
shares
|
$493,008
0.15% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
2,070
shares
|
$491,583
0.31% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,065
shares
|
$490,396
0.16% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
2,065
shares
|
$490,396
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
2,061
shares
|
$489,446
0.25% of portfolio
|
Q3 2025
Reduced 25.94%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,059
shares
|
$488,971
0.04% of portfolio
|
Q3 2022
Reduced 8.81%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,058
shares
|
$488,733
0.08% of portfolio
|
Q4 2024
Reduced 4.19%
|
|