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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
488
shares
|
$115,890
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
486
shares
|
$115,415
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
484
shares
|
$114,940
0.34% of portfolio
|
Q1 2025
Added 89.8%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
481
shares
|
$114,227
0.01% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
475
shares
|
$112,803
0.04% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
475
shares
|
$112,803
0.0% of portfolio
|
Q3 2025
Reduced 41.93%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
475
shares
|
$112,803
0.04% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
468
shares
|
$111,140
0.01% of portfolio
|
Q1 2022
Added 51.46%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
464
shares
|
$110,190
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
453
shares
|
$107,578
0.02% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$107,578
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
453
shares
|
$107,578
0.06% of portfolio
|
Q2 2025
Reduced 33.67%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
449
shares
|
$106,628
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$105,203
0.07% of portfolio
|
Q1 2024
Reduced 28.89%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
443
shares
|
$105,203
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
441
shares
|
$104,728
0.05% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
437
shares
|
$103,778
0.01% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
428
shares
|
$101,641
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
425
shares
|
$100,929
0.05% of portfolio
|
Q1 2022
Reduced 74.02%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
423
shares
|
$100,454
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
417
shares
|
$99,029
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
414
shares
|
$98,316
0.08% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
411
shares
|
$97,604
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
409
shares
|
$97,129
0.03% of portfolio
|
Q1 2025
Reduced 15.5%
|
|