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 |
|---|---|---|---|---|---|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
1,569
shares
|
$372,606
0.06% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
1,569
shares
|
$372,606
0.39% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
1,561
shares
|
$370,706
0.01% of portfolio
|
Q3 2025
Added 24.78%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
1,554
shares
|
$369,043
0.08% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,553
shares
|
$368,806
0.17% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
1,551
shares
|
$368,331
3.15% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,548
shares
|
$367,619
0.09% of portfolio
|
Q3 2025
Added 53.27%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,547
shares
|
$367,381
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
1,545
shares
|
$366,906
0.05% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
1,544
shares
|
$366,669
0.06% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
1,541
shares
|
$365,956
0.02% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
1,538
shares
|
$365,244
0.14% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
1,536
shares
|
$364,769
0.1% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
1,523
shares
|
$361,682
0.04% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
1,522
shares
|
$361,444
0.11% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
1,522
shares
|
$361,444
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
1,522
shares
|
$361,444
0.1% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
1,519
shares
|
$360,732
0.22% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,519
shares
|
$360,732
0.03% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
1,518
shares
|
$360,494
0.09% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,516
shares
|
$360,019
0.03% of portfolio
|
Q1 2023
Reduced 17.92%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
1,511
shares
|
$358,832
0.26% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
1,510
shares
|
$358,594
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
1,505
shares
|
$357,407
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,504
shares
|
$357,169
0.13% of portfolio
|
Q1 2024
New holding
|
|