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 3,037 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 $67.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
58,451
shares
|
$13.9 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
58,400
shares
|
$13.9 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
58,388
shares
|
$13.9 Million
4.97% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
57,804
shares
|
$13.7 Million
0.22% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
57,711
shares
|
$13.7 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
57,631
shares
|
$13.7 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,435
shares
|
$13.6 Million
2.35% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
57,363
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
57,125
shares
|
$13.6 Million
0.44% of portfolio
|
Q3 2025
Reduced 34.25%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
56,965
shares
|
$13.5 Million
2.2% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
56,845
shares
|
$13.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
56,571
shares
|
$13.4 Million
0.26% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
55,660
shares
|
$13.2 Million
3.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
55,521
shares
|
$13.2 Million
2.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
55,495
shares
|
$13.2 Million
0.74% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
55,001
shares
|
$13.1 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
54,807
shares
|
$13 Million
2.73% of portfolio
|
Q3 2025
Added 546.84%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
54,634
shares
|
$13 Million
6.68% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
54,443
shares
|
$12.9 Million
1.39% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
54,413
shares
|
$12.9 Million
4.08% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
54,045
shares
|
$12.8 Million
2.64% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
54,010
shares
|
$12.8 Million
0.42% of portfolio
|
Q3 2025
Added 4.65%
|
|