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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,729
shares
|
$410,602
0.03% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
1,728
shares
|
$410,365
0.22% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
1,727
shares
|
$410,127
0.16% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,727
shares
|
$410,127
0.28% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,718
shares
|
$407,990
0.02% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
1,718
shares
|
$407,990
0.11% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
1,717
shares
|
$407,753
0.21% of portfolio
|
Q3 2025
Added 45.51%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
1,716
shares
|
$407,515
0.07% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,715
shares
|
$407,278
0.12% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
1,714
shares
|
$407,040
0.31% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,714
shares
|
$407,040
0.05% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,712
shares
|
$406,565
0.04% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,710
shares
|
$406,090
0.23% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,710
shares
|
$406,090
0.12% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
1,704
shares
|
$404,665
0.2% of portfolio
|
Q4 2025
Added 27.64%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1,703
shares
|
$404,428
0.22% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
1,700
shares
|
$403,716
0.11% of portfolio
|
Q3 2025
Reduced 54.26%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,696
shares
|
$402,766
0.06% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
1,694
shares
|
$402,291
0.07% of portfolio
|
Q1 2025
Reduced 71.08%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
1,683
shares
|
$399,678
0.13% of portfolio
|
Q4 2025
Added 15.2%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,683
shares
|
$399,678
0.21% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,681
shares
|
$399,203
0.02% of portfolio
|
Q2 2022
Added 13.73%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,678
shares
|
$398,491
0.19% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,675
shares
|
$397,779
0.02% of portfolio
|
Q3 2025
Reduced 94.09%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,671
shares
|
$396,829
0.11% of portfolio
|
Q3 2025
Added 4.05%
|
|