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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
1,260
shares
|
$299,224
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
1,258
shares
|
$298,749
0.03% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
1,257
shares
|
$298,512
0.09% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
1,250
shares
|
$296,850
0.18% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
1,246
shares
|
$295,900
0.06% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
1,243
shares
|
$295,187
0.15% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
1,242
shares
|
$294,950
0.15% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,240
shares
|
$294,475
0.14% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,238
shares
|
$294,000
0.05% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
1,238
shares
|
$294,000
0.21% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
1,233
shares
|
$292,812
0.03% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
1,231
shares
|
$292,337
0.13% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
1,228
shares
|
$291,625
0.13% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,228
shares
|
$291,625
0.04% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
1,225
shares
|
$290,913
0.09% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
1,225
shares
|
$290,913
0.06% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,225
shares
|
$290,913
0.05% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
1,225
shares
|
$290,913
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
1,223
shares
|
$290,438
0.16% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,221
shares
|
$289,963
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,221
shares
|
$289,963
0.11% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,216
shares
|
$288,775
0.1% of portfolio
|
Q4 2023
Reduced 20.47%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 13, 2025 Q3 2025 |
1,213
shares
|
$288,063
0.07% of portfolio
|
Q1 2024
Reduced 29.84%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,212
shares
|
$287,825
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,211
shares
|
$287,588
0.0% of portfolio
|
Q4 2024
New holding
|
|