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 |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,010
shares
|
$477,334
0.04% of portfolio
|
Q3 2025
Added 31.03%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,006
shares
|
$476,384
0.13% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,004
shares
|
$475,909
0.04% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,000
shares
|
$474,960
0.03% of portfolio
|
Q3 2025
Added 1233.33%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,994
shares
|
$473,535
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
1,990
shares
|
$472,585
0.23% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
1,990
shares
|
$472,585
0.04% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
1,990
shares
|
$472,585
0.34% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
1,989
shares
|
$472,347
0.12% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
1,988
shares
|
$472,110
0.18% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,980
shares
|
$470,210
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
1,975
shares
|
$469,023
0.36% of portfolio
|
Q1 2022
Added 3.95%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
1,969
shares
|
$467,598
0.01% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
1,966
shares
|
$466,885
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
1,960
shares
|
$465,460
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,956
shares
|
$464,510
0.75% of portfolio
|
Q1 2023
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,954
shares
|
$464,035
0.24% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
1,951
shares
|
$463,323
0.01% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,950
shares
|
$463,086
0.04% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
1,942
shares
|
$461,186
0.28% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
1,937
shares
|
$459,998
0.06% of portfolio
|
Q3 2025
Added 28.53%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,936
shares
|
$459,761
0.07% of portfolio
|
Q3 2025
Added 27.2%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,930
shares
|
$458,336
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
1,928
shares
|
$457,861
0.04% of portfolio
|
Q4 2025
Reduced 8.67%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,912
shares
|
$454,061
0.03% of portfolio
|
Q3 2025
New holding
|
|