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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
2,057
shares
|
$488,496
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
2,056
shares
|
$488,258
0.13% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
2,049
shares
|
$486,596
0.12% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,047
shares
|
$486,121
0.03% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
2,046
shares
|
$485,884
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
2,046
shares
|
$485,884
0.07% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,045
shares
|
$485,646
0.07% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,043
shares
|
$485,171
0.18% of portfolio
|
Q3 2025
Added 26.5%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
2,039
shares
|
$484,221
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
2,038
shares
|
$483,984
0.42% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,036
shares
|
$483,509
0.17% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
2,036
shares
|
$483,509
0.05% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,035
shares
|
$483,271
0.02% of portfolio
|
Q2 2021
Added 17.09%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
2,031
shares
|
$482,321
0.08% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
2,031
shares
|
$482,321
0.02% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,028
shares
|
$481,609
0.08% of portfolio
|
Q2 2023
Added 2.53%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,026
shares
|
$481,134
0.18% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
2,017
shares
|
$478,997
0.15% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
2,016
shares
|
$478,759
0.02% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
2,016
shares
|
$478,759
0.2% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
2,015
shares
|
$478,522
0.19% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,015
shares
|
$478,522
0.29% of portfolio
|
Q4 2025
Reduced 16.42%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,015
shares
|
$478,522
0.06% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
2,013
shares
|
$478,047
0.13% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
2,011
shares
|
$477,572
0.11% of portfolio
|
Q4 2022
Reduced 46.17%
|
|