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 |
|---|---|---|---|---|---|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
1,616
shares
|
$383,767
0.01% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 15, 2025 Q3 2025 |
1,614
shares
|
$383,292
0.2% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
1,611
shares
|
$382,580
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
1,610
shares
|
$382,342
0.2% of portfolio
|
Q2 2024
Reduced 15.71%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,605
shares
|
$381,155
0.09% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,599
shares
|
$379,730
0.13% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
1,594
shares
|
$378,543
0.11% of portfolio
|
Q3 2025
Reduced 61.86%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
1,593
shares
|
$378,305
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,587
shares
|
$376,880
0.01% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
1,585
shares
|
$376,405
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
1,585
shares
|
$376,405
0.02% of portfolio
|
Q2 2025
Reduced 51.75%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,584
shares
|
$376,168
0.07% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,584
shares
|
$376,168
0.18% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,583
shares
|
$375,930
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
1,581
shares
|
$375,455
0.22% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
1,581
shares
|
$375,455
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
1,580
shares
|
$375,218
0.21% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,578
shares
|
$374,743
0.05% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
1,576
shares
|
$374,268
0.27% of portfolio
|
Q4 2025
Reduced 47.34%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
1,575
shares
|
$374,031
0.11% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
1,574
shares
|
$373,793
0.05% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
1,574
shares
|
$373,793
0.1% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
1,574
shares
|
$373,793
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,571
shares
|
$373,081
0.22% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Nov 24, 2025 Q3 2025 |
1,570
shares
|
$372,843
0.03% of portfolio
|
Q3 2025
Reduced 65.83%
|
|