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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
63,709
shares
|
$15.1 Million
0.14% of portfolio
|
Q3 2025
Added 25.97%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
63,649
shares
|
$15.1 Million
0.35% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
63,453
shares
|
$15.1 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
62,931
shares
|
$14.9 Million
2.74% of portfolio
|
Q3 2025
Added 1617.55%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
62,515
shares
|
$14.8 Million
1.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
62,381
shares
|
$14.8 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
61,964
shares
|
$14.7 Million
0.58% of portfolio
|
Q3 2025
Reduced 86.87%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
61,956
shares
|
$14.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
61,743
shares
|
$14.7 Million
1.15% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
61,696
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 54.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
61,490
shares
|
$14.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
61,429
shares
|
$14.6 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
61,160
shares
|
$14.5 Million
0.03% of portfolio
|
Q3 2025
Added 60.26%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
60,176
shares
|
$14.3 Million
1.25% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
60,048
shares
|
$14.3 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
60,034
shares
|
$14.3 Million
0.33% of portfolio
|
Q3 2025
Added 45.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
60,029
shares
|
$14.3 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Cavalier Investments, LLC
|
Nov 13, 2025 Q3 2025 |
59,935
shares
|
$14.2 Million
4.95% of portfolio
|
Q3 2025
Added 499.65%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
59,850
shares
|
$14.2 Million
2.31% of portfolio
|
Q4 2025
Added 97.66%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
59,320
shares
|
$14.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 27.8%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59,311
shares
|
$14.1 Million
0.07% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
59,232
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2025
Added 38.9%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
59,188
shares
|
$14.1 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
58,862
shares
|
$14 Million
6.86% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
58,467
shares
|
$13.9 Million
4.96% of portfolio
|
Q3 2025
Reduced 2.63%
|
|