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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
1,373
shares
|
$326,060
0.27% of portfolio
|
Q3 2025
Added 87.31%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
1,372
shares
|
$325,822
0.11% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
1,370
shares
|
$325,347
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
1,369
shares
|
$325,110
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,365
shares
|
$324,160
0.1% of portfolio
|
Q3 2025
Reduced 35.61%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
1,363
shares
|
$323,685
0.22% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,357
shares
|
$322,260
0.16% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
1,355
shares
|
$321,785
0.07% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,354
shares
|
$321,547
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
1,350
shares
|
$320,598
0.11% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,344
shares
|
$319,173
0.2% of portfolio
|
Q3 2025
Reduced 60.27%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
1,343
shares
|
$318,935
0.15% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,339
shares
|
$317,985
0.09% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
1,339
shares
|
$317,985
0.21% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
1,337
shares
|
$317,510
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,335
shares
|
$317,035
0.06% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
1,329
shares
|
$315,610
0.21% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
1,324
shares
|
$314,423
0.36% of portfolio
|
Q3 2023
Added 0.61%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
1,323
shares
|
$314,186
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
1,322
shares
|
$313,948
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,320
shares
|
$313,473
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
1,319
shares
|
$313,236
0.22% of portfolio
|
Q3 2025
Added 37.68%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,315
shares
|
$312,286
0.13% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,314
shares
|
$312,048
0.11% of portfolio
|
Q3 2024
Reduced 83.9%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,313
shares
|
$311,811
0.19% of portfolio
|
Q2 2025
New holding
|
|