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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,906
shares
|
$452,636
0.18% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,903
shares
|
$451,924
0.68% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
1,901
shares
|
$451,449
0.17% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Oct 31, 2025 Q3 2025 |
1,900
shares
|
$451,212
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,897
shares
|
$450,499
0.06% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
1,892
shares
|
$449,312
0.08% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,892
shares
|
$449,312
0.33% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,886
shares
|
$447,887
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$447,174
0.12% of portfolio
|
Q2 2022
Added 14.19%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
1,880
shares
|
$446,462
0.03% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
1,880
shares
|
$446,462
0.22% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,879
shares
|
$446,224
0.03% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
1,879
shares
|
$446,224
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,878
shares
|
$445,987
0.18% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,878
shares
|
$445,987
0.04% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,876
shares
|
$445,512
0.3% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,875
shares
|
$445,275
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
1,871
shares
|
$444,325
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
1,864
shares
|
$442,662
0.3% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,863
shares
|
$442,425
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
1,860
shares
|
$441,712
0.21% of portfolio
|
Q4 2021
Reduced 15.76%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
1,858
shares
|
$441,237
0.11% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
1,857
shares
|
$441,000
0.03% of portfolio
|
Q3 2025
Reduced 36.9%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,856
shares
|
$440,762
0.05% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
1,853
shares
|
$440,050
0.06% of portfolio
|
Q3 2025
Reduced 13.05%
|
|