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 |
|---|---|---|---|---|---|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
185
shares
|
$43,933
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
185
shares
|
$43,933
0.0% of portfolio
|
Q3 2025
Added 32.14%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
185
shares
|
$43,933
0.02% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
181
shares
|
$42,983
0.0% of portfolio
|
Q1 2025
Added 18000.0%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
177
shares
|
$42,033
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
175
shares
|
$41,559
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
174
shares
|
$41,321
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$40,846
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
171
shares
|
$40,609
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
170
shares
|
$40,371
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
168
shares
|
$39,896
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
167
shares
|
$39,659
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
165
shares
|
$39,184
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
165
shares
|
$39,184
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
160
shares
|
$37,996
0.01% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
156
shares
|
$37,046
0.02% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$35,622
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
150
shares
|
$35,622
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
145
shares
|
$34,434
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
143
shares
|
$33,959
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
136
shares
|
$32,297
0.01% of portfolio
|
Q3 2025
Reduced 34.3%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
135
shares
|
$32,059
0.04% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
135
shares
|
$32,059
0.03% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
133
shares
|
$31,584
0.02% of portfolio
|
Q1 2024
Added 786.67%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
132
shares
|
$31,347
0.01% of portfolio
|
Q3 2025
Added 340.0%
|
|