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 |
|---|---|---|---|---|---|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
1,790
shares
|
$425,089
0.02% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
1,785
shares
|
$423,901
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,783
shares
|
$423,426
0.03% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,780
shares
|
$422,714
0.1% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,773
shares
|
$421,052
0.04% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
1,771
shares
|
$420,577
0.18% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,770
shares
|
$420,339
0.0% of portfolio
|
Q3 2025
Added 73.02%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,768
shares
|
$419,864
0.02% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,765
shares
|
$419,152
0.27% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
1,765
shares
|
$419,152
0.03% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
1,762
shares
|
$418,439
0.03% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,761
shares
|
$418,202
0.15% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
1,760
shares
|
$417,964
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,760
shares
|
$417,964
0.28% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
1,758
shares
|
$417,489
0.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
1,755
shares
|
$416,777
0.2% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,752
shares
|
$416,064
0.05% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
1,746
shares
|
$414,640
0.18% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
1,746
shares
|
$414,640
0.21% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
1,742
shares
|
$413,690
0.54% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
1,737
shares
|
$412,502
0.06% of portfolio
|
Q3 2025
Reduced 21.76%
|
|
|
Professional Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
1,735
shares
|
$412,027
0.06% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
1,735
shares
|
$412,027
0.06% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,730
shares
|
$410,840
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,730
shares
|
$410,840
0.22% of portfolio
|
Q3 2025
New holding
|
|