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 3,031 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 $67.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
1,665
shares
|
$395,404
0.19% of portfolio
|
Q4 2016
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
1,661
shares
|
$394,454
0.12% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,660
shares
|
$394,216
0.18% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,660
shares
|
$394,216
0.02% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,656
shares
|
$393,266
0.16% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
1,654
shares
|
$392,791
0.03% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,653
shares
|
$392,554
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
1,649
shares
|
$391,604
0.09% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
1,648
shares
|
$391,367
0.08% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,647
shares
|
$391,129
0.31% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,646
shares
|
$390,892
0.01% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
1,644
shares
|
$390,417
0.21% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
1,641
shares
|
$389,704
0.09% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,641
shares
|
$389,704
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
1,639
shares
|
$389,229
0.02% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
1,639
shares
|
$389,229
0.07% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
1,637
shares
|
$388,754
0.12% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,635
shares
|
$388,279
0.46% of portfolio
|
Q3 2023
Added 6.93%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
1,632
shares
|
$387,567
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,631
shares
|
$387,329
0.02% of portfolio
|
Q3 2025
Reduced 39.05%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
1,629
shares
|
$386,854
0.01% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,629
shares
|
$386,854
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
1,622
shares
|
$385,192
0.03% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
1,620
shares
|
$384,717
0.18% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
1,619
shares
|
$384,480
0.02% of portfolio
|
Q3 2025
New holding
|
|