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 |
|---|---|---|---|---|---|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
1,850
shares
|
$439,338
0.14% of portfolio
|
Q2 2025
Reduced 35.41%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,842
shares
|
$437,438
0.27% of portfolio
|
Q3 2022
Added 11.37%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,841
shares
|
$437,200
0.33% of portfolio
|
Q2 2022
Added 16636.36%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
1,840
shares
|
$436,963
0.07% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,838
shares
|
$436,488
0.2% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
1,838
shares
|
$436,488
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,837
shares
|
$436,250
0.14% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
1,835
shares
|
$435,775
0.03% of portfolio
|
Q3 2025
Reduced 26.25%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,834
shares
|
$435,538
0.04% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,833
shares
|
$435,300
0.07% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,831
shares
|
$434,825
0.29% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
1,825
shares
|
$433,401
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
1,819
shares
|
$431,976
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,817
shares
|
$431,501
0.08% of portfolio
|
Q3 2022
Added 121.32%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,815
shares
|
$431,026
0.13% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,815
shares
|
$431,026
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,812
shares
|
$430,313
0.02% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
1,811
shares
|
$430,076
0.26% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
1,811
shares
|
$430,076
0.06% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
1,808
shares
|
$429,363
0.32% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,806
shares
|
$428,888
0.09% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,804
shares
|
$428,413
0.04% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
1,802
shares
|
$427,938
0.04% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
1,801
shares
|
$427,701
0.31% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,791
shares
|
$425,326
0.05% of portfolio
|
Q4 2025
Reduced 6.86%
|
|