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 3,037 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 |
|---|---|---|---|---|---|
|
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 |
Jan 12, 2026 Q3 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%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
423
shares
|
$100,454
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
405
shares
|
$96,179
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
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%
|
|