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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
131
shares
|
$31,109
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
126
shares
|
$29,922
0.02% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
126
shares
|
$29,922
0.02% of portfolio
|
Q3 2025
Reduced 99.59%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
124
shares
|
$29,447
0.01% of portfolio
|
Q3 2025
Added 31.91%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
122
shares
|
$28,972
0.02% of portfolio
|
Q3 2025
Added 34.07%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
122
shares
|
$28,972
0.03% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
120
shares
|
$28,497
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
119
shares
|
$28,260
0.0% of portfolio
|
Q3 2025
Added 85.94%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
117
shares
|
$27,785
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
117
shares
|
$27,785
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
116
shares
|
$27,547
0.01% of portfolio
|
Q4 2025
Reduced 14.71%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
114
shares
|
$27,072
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
109
shares
|
$25,885
0.01% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
108
shares
|
$25,647
0.02% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
108
shares
|
$25,647
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
107
shares
|
$25,410
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
105
shares
|
$24,935
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
104
shares
|
$24,697
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
103
shares
|
$24,460
0.0% of portfolio
|
Q3 2025
Reduced 37.2%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
102
shares
|
$24,222
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$23,748
0.01% of portfolio
|
Q2 2024
Reduced 67.85%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$23,748
0.01% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$23,748
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
100
shares
|
$23,748
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
100
shares
|
$23,748
0.01% of portfolio
|
Q1 2025
Reduced 31.51%
|
|