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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
963
shares
|
$228,693
0.01% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
963
shares
|
$228,693
0.19% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
961
shares
|
$228,218
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
961
shares
|
$228,218
0.02% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
959
shares
|
$227,743
0.05% of portfolio
|
Q2 2025
Reduced 43.72%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
958
shares
|
$227,505
0.1% of portfolio
|
Q3 2025
Added 80.75%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
957
shares
|
$227,268
0.11% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
956
shares
|
$227,030
0.01% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
954
shares
|
$226,555
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
953
shares
|
$226,318
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
953
shares
|
$226,318
0.1% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
951
shares
|
$225,843
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
950
shares
|
$225,606
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
949
shares
|
$225,368
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
946
shares
|
$224,656
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
942
shares
|
$223,706
0.2% of portfolio
|
Q3 2025
Reduced 90.89%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
936
shares
|
$222,281
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
936
shares
|
$222,281
0.13% of portfolio
|
Q3 2025
Reduced 22.32%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
933
shares
|
$221,568
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
929
shares
|
$220,618
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
927
shares
|
$220,143
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
927
shares
|
$220,143
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
926
shares
|
$219,906
0.01% of portfolio
|
Q3 2025
Reduced 29.95%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
925
shares
|
$219,669
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
925
shares
|
$219,669
0.21% of portfolio
|
Q3 2025
Added 0.33%
|
|