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 |
|---|---|---|---|---|---|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$356,220
0.07% of portfolio
|
Q3 2025
Reduced 65.52%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$356,220
0.06% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
1,499
shares
|
$355,982
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,499
shares
|
$355,982
0.03% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
1,497
shares
|
$355,507
0.23% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
1,490
shares
|
$353,845
0.15% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,488
shares
|
$353,370
0.1% of portfolio
|
Q3 2025
Reduced 29.28%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,488
shares
|
$353,370
0.05% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
1,486
shares
|
$352,895
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
1,480
shares
|
$351,470
0.02% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
1,480
shares
|
$351,470
0.19% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,474
shares
|
$350,045
0.22% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
1,472
shares
|
$349,570
0.06% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
1,469
shares
|
$348,858
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,469
shares
|
$348,858
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
1,467
shares
|
$348,383
0.11% of portfolio
|
Q3 2025
Reduced 70.82%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,467
shares
|
$348,383
0.07% of portfolio
|
Q2 2025
Added 18237.5%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,456
shares
|
$345,770
0.05% of portfolio
|
Q3 2025
Added 35.82%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
1,453
shares
|
$345,058
0.08% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
1,450
shares
|
$344,346
0.03% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,449
shares
|
$344,108
0.03% of portfolio
|
Q2 2023
Reduced 28.69%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
1,449
shares
|
$344,108
0.06% of portfolio
|
Q3 2025
Added 18.58%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,445
shares
|
$343,158
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,442
shares
|
$342,446
0.06% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
1,437
shares
|
$341,258
0.11% of portfolio
|
Q3 2025
Reduced 0.69%
|
|