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 3,025 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$23,748
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
100
shares
|
$23,748
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
97
shares
|
$23,035
0.0% of portfolio
|
Q3 2025
Added 76.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
95
shares
|
$22,560
0.01% of portfolio
|
Q3 2025
Added 313.04%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
90
shares
|
$21,373
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
89
shares
|
$21,135
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
82
shares
|
$19,473
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$18,998
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
78
shares
|
$18,523
0.02% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
77
shares
|
$18,285
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
75
shares
|
$17,811
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
74
shares
|
$17,573
0.01% of portfolio
|
Q3 2025
Reduced 48.61%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
74
shares
|
$17,573
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
73
shares
|
$17,336
0.0% of portfolio
|
Q3 2025
Reduced 94.82%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
72
shares
|
$17,098
0.01% of portfolio
|
Q2 2025
Added 7100.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
70
shares
|
$16,623
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
68
shares
|
$16,148
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
63
shares
|
$14,961
0.01% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
61
shares
|
$14,486
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
61
shares
|
$14,486
0.02% of portfolio
|
Q3 2025
Added 154.17%
|
|