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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
404
shares
|
$95,941
0.04% of portfolio
|
Q2 2025
Reduced 52.97%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
403
shares
|
$95,704
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$94,992
0.02% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
400
shares
|
$94,992
0.02% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
400
shares
|
$94,992
0.01% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
395
shares
|
$93,804
0.03% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
394
shares
|
$93,567
0.02% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
389
shares
|
$92,379
0.04% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
380
shares
|
$90,242
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
375
shares
|
$89,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
375
shares
|
$89,055
0.02% of portfolio
|
Q3 2025
Added 26.69%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
375
shares
|
$89,055
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
371
shares
|
$88,105
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
361
shares
|
$85,730
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
360
shares
|
$85,492
0.02% of portfolio
|
Q3 2025
Added 118.18%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
352
shares
|
$83,592
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
352
shares
|
$83,592
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
351
shares
|
$83,355
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
340
shares
|
$80,743
0.04% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
337
shares
|
$80,030
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
330
shares
|
$78,368
0.03% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
328
shares
|
$77,893
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
326
shares
|
$77,418
0.02% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
324
shares
|
$76,943
0.03% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
323
shares
|
$76,706
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|
|