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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
1,126
shares
|
$267,402
0.04% of portfolio
|
Q4 2025
Added 4.94%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
1,123
shares
|
$266,690
0.02% of portfolio
|
Q3 2025
Reduced 20.64%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
1,122
shares
|
$266,452
0.03% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
1,120
shares
|
$265,977
0.24% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,118
shares
|
$265,502
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
1,118
shares
|
$265,502
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,118
shares
|
$265,502
0.01% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
1,114
shares
|
$264,552
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,113
shares
|
$264,315
0.04% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,109
shares
|
$263,365
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
1,105
shares
|
$262,415
0.07% of portfolio
|
Q3 2025
Reduced 31.54%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
1,105
shares
|
$262,415
0.02% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,104
shares
|
$262,177
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,104
shares
|
$262,177
0.1% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
1,104
shares
|
$262,177
0.23% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
1,102
shares
|
$261,702
0.19% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
1,100
shares
|
$261,228
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,099
shares
|
$260,990
0.02% of portfolio
|
Q3 2025
Reduced 37.84%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
1,097
shares
|
$260,515
0.02% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
1,097
shares
|
$260,515
0.08% of portfolio
|
Q4 2025
Reduced 63.4%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
1,096
shares
|
$260,278
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$260,040
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
1,091
shares
|
$259,090
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,088
shares
|
$258,378
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
1,078
shares
|
$256,003
0.14% of portfolio
|
Q4 2023
New holding
|
|