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 3,040 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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
34,016
shares
|
$8.08 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
33,727
shares
|
$8.01 Million
0.31% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
33,458
shares
|
$7.95 Million
1.68% of portfolio
|
Q4 2025
Reduced 10.65%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
33,370
shares
|
$7.92 Million
0.37% of portfolio
|
Q3 2025
Added 149.98%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
33,149
shares
|
$7.87 Million
0.71% of portfolio
|
Q4 2025
Added 4.62%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
33,011
shares
|
$7.84 Million
3.48% of portfolio
|
Q3 2025
Reduced 14.01%
|
|
|
Whitefort Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
33,000
shares
|
$7.84 Million
2.95% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
32,991
shares
|
$7.83 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
32,984
shares
|
$7.83 Million
1.91% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
32,972
shares
|
$7.83 Million
0.1% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
32,911
shares
|
$7.82 Million
5.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
32,749
shares
|
$7.78 Million
5.65% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
32,691
shares
|
$7.76 Million
0.4% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
32,538
shares
|
$7.73 Million
0.14% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
32,510
shares
|
$7.72 Million
3.88% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
32,224
shares
|
$7.65 Million
1.29% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
32,061
shares
|
$7.61 Million
0.75% of portfolio
|
Q4 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
32,057
shares
|
$7.61 Million
0.2% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
32,023
shares
|
$7.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Helios Capital Management Pte. LTD
|
Oct 27, 2025 Q3 2025 |
32,000
shares
|
$7.6 Million
5.79% of portfolio
|
Q2 2025
New holding
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
32,000
shares
|
$7.6 Million
0.66% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
31,829
shares
|
$7.56 Million
0.15% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
31,779
shares
|
$7.55 Million
1.35% of portfolio
|
Q3 2025
Added 24.87%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
31,738
shares
|
$7.54 Million
1.99% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
31,731
shares
|
$7.54 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.4%
|
|