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 3,022 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
317
shares
|
$75,281
0.01% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
317
shares
|
$75,281
0.03% of portfolio
|
Q3 2025
Reduced 81.95%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
307
shares
|
$72,906
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
307
shares
|
$72,906
0.07% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
295
shares
|
$70,056
0.03% of portfolio
|
Q3 2025
Added 235.23%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
291
shares
|
$69,106
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
285
shares
|
$67,681
0.02% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
284
shares
|
$67,444
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
282
shares
|
$66,969
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
279
shares
|
$66,256
0.06% of portfolio
|
Q3 2025
Added 45.31%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
275
shares
|
$65,307
0.05% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
270
shares
|
$64,119
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
269
shares
|
$63,882
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
268
shares
|
$63,644
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
267
shares
|
$63,407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
266
shares
|
$63,169
0.01% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
258
shares
|
$61,269
0.02% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
255
shares
|
$60,557
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$59,370
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
250
shares
|
$59,370
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
244
shares
|
$57,945
1.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
242
shares
|
$57,470
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|