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 |
|---|---|---|---|---|---|
|
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
|
|
|
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%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
544
shares
|
$129,189
0.06% of portfolio
|
Q2 2025
Added 2372.73%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
543
shares
|
$128,951
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
542
shares
|
$128,714
0.05% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
533
shares
|
$126,576
0.0% of portfolio
|
Q3 2025
Reduced 31.93%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
528
shares
|
$125,389
0.01% of portfolio
|
Q2 2024
Added 3671.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
528
shares
|
$125,389
0.08% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
516
shares
|
$122,539
0.03% of portfolio
|
Q3 2025
Added 36.87%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
514
shares
|
$122,064
0.0% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
511
shares
|
$121,352
0.02% of portfolio
|
Q3 2025
Reduced 88.48%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
510
shares
|
$121,114
0.02% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
507
shares
|
$120,402
0.07% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
503
shares
|
$119,452
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
501
shares
|
$118,977
0.0% of portfolio
|
Q3 2025
Added 65.35%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$118,740
0.04% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
500
shares
|
$118,740
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
497
shares
|
$118,027
0.07% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
493
shares
|
$117,077
0.1% of portfolio
|
Q3 2025
Reduced 0.2%
|
|