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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
1,435
shares
|
$340,783
0.13% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,434
shares
|
$340,546
0.12% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
1,432
shares
|
$340,071
0.15% of portfolio
|
Q4 2024
Reduced 64.33%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,429
shares
|
$339,358
0.2% of portfolio
|
Q1 2023
Reduced 2.32%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,425
shares
|
$338,409
0.05% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,425
shares
|
$338,409
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
1,419
shares
|
$336,984
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
1,418
shares
|
$336,746
0.06% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,415
shares
|
$336,034
0.11% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
1,413
shares
|
$335,559
0.25% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
1,410
shares
|
$334,846
0.16% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,408
shares
|
$334,371
0.05% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 06, 2025 Q3 2025 |
1,407
shares
|
$334,134
0.1% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
1,405
shares
|
$333,659
0.1% of portfolio
|
Q3 2025
Reduced 26.29%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,403
shares
|
$333,184
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
1,401
shares
|
$332,709
0.05% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,399
shares
|
$332,234
0.2% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
1,396
shares
|
$331,522
0.16% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
1,392
shares
|
$330,572
0.03% of portfolio
|
Q4 2025
Added 16.0%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,391
shares
|
$330,334
0.06% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
1,390
shares
|
$330,097
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
1,388
shares
|
$329,622
0.36% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,386
shares
|
$329,147
0.29% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
1,385
shares
|
$328,909
0.21% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
1,381
shares
|
$327,959
0.04% of portfolio
|
Q4 2025
Reduced 9.56%
|
|