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 3,021 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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
695
shares
|
$165,048
0.11% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
695
shares
|
$165,048
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
689
shares
|
$163,623
0.03% of portfolio
|
Q2 2024
Added 59.86%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
687
shares
|
$163,148
0.11% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
686
shares
|
$162,911
0.11% of portfolio
|
Q2 2025
Added 32.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
672
shares
|
$159,586
0.02% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
667
shares
|
$158,399
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
665
shares
|
$157,924
0.13% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
652
shares
|
$154,836
0.02% of portfolio
|
Q2 2025
Added 343.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
647
shares
|
$153,649
0.08% of portfolio
|
Q2 2024
Reduced 86.24%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
642
shares
|
$152,462
0.06% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
637
shares
|
$151,274
0.01% of portfolio
|
Q3 2025
Added 31.07%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
636
shares
|
$151,037
0.01% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
636
shares
|
$151,037
0.14% of portfolio
|
Q2 2025
Added 29.01%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
631
shares
|
$149,849
0.04% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
630
shares
|
$149,612
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
630
shares
|
$149,612
0.07% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
621
shares
|
$147,475
0.01% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
620
shares
|
$147,237
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
600
shares
|
$142,488
0.03% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
590
shares
|
$140,113
0.01% of portfolio
|
Q3 2025
Added 1866.67%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
588
shares
|
$139,638
0.11% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
582
shares
|
$138,213
0.04% of portfolio
|
Q2 2020
Added 1064.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
579
shares
|
$137,500
0.13% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
579
shares
|
$137,500
0.03% of portfolio
|
Q2 2025
Reduced 7.06%
|
|