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 3,029 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 |
|---|---|---|---|---|---|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
83,388
shares
|
$19.8 Million
8.18% of portfolio
|
Q3 2025
Added 462.07%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
82,110
shares
|
$19.5 Million
0.39% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
81,891
shares
|
$19.4 Million
3.49% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
81,596
shares
|
$19.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
81,489
shares
|
$19.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
80,877
shares
|
$19.2 Million
0.06% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
80,172
shares
|
$19 Million
11.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
79,580
shares
|
$18.9 Million
12.11% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
79,312
shares
|
$18.8 Million
8.65% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
78,462
shares
|
$18.6 Million
1.78% of portfolio
|
Q4 2025
Added 60.21%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
77,457
shares
|
$18.4 Million
1.3% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
77,077
shares
|
$18.3 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
76,839
shares
|
$18.2 Million
6.05% of portfolio
|
Q3 2025
Reduced 36.74%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
74,932
shares
|
$17.8 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
74,863
shares
|
$17.8 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
74,467
shares
|
$17.7 Million
0.53% of portfolio
|
Q3 2025
Reduced 57.79%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
73,743
shares
|
$17.5 Million
9.52% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
73,369
shares
|
$17.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
73,283
shares
|
$17.4 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
73,032
shares
|
$17.3 Million
0.51% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
72,794
shares
|
$17.3 Million
0.6% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
72,711
shares
|
$17.3 Million
0.4% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
72,492
shares
|
$17.2 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
72,413
shares
|
$17.2 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
72,285
shares
|
$17.2 Million
3.22% of portfolio
|
Q3 2025
Reduced 2.53%
|
|