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 3,040 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
599
shares
|
$142,250
0.13% of portfolio
|
Q4 2025
Reduced 5.82%
|
|
|
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
|
Jan 15, 2026 Q4 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%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
577
shares
|
$137,025
0.11% of portfolio
|
Q3 2025
Added 65.8%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
567
shares
|
$134,651
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
565
shares
|
$134,176
0.02% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
558
shares
|
$132,513
0.05% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
558
shares
|
$132,513
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
553
shares
|
$131,326
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
548
shares
|
$130,139
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
546
shares
|
$129,664
0.04% of portfolio
|
Q2 2024
Added 56.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
544
shares
|
$129,189
0.07% of portfolio
|
Q3 2024
Reduced 7.17%
|
|