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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
27,595
shares
|
$6.55 Million
0.27% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
27,570
shares
|
$6.55 Million
0.28% of portfolio
|
Q3 2025
Reduced 40.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
27,560
shares
|
$6.54 Million
0.38% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
27,414
shares
|
$6.51 Million
1.66% of portfolio
|
Q4 2025
Added 3.98%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
27,237
shares
|
$6.47 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
27,131
shares
|
$6.44 Million
0.31% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
27,121
shares
|
$6.44 Million
0.24% of portfolio
|
Q3 2025
Reduced 24.2%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
27,023
shares
|
$6.42 Million
2.48% of portfolio
|
Q4 2022
Reduced 12.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
27,010
shares
|
$6.41 Million
0.23% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
26,881
shares
|
$6.38 Million
0.12% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
26,860
shares
|
$6.38 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
26,856
shares
|
$6.38 Million
2.0% of portfolio
|
Q4 2025
Reduced 2.46%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
26,833
shares
|
$6.37 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
26,823
shares
|
$6.37 Million
0.18% of portfolio
|
Q3 2025
Added 151.13%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
26,749
shares
|
$6.35 Million
0.03% of portfolio
|
Q3 2025
Added 79.81%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
26,726
shares
|
$6.35 Million
0.45% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
26,652
shares
|
$6.33 Million
4.7% of portfolio
|
Q3 2025
New holding
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
26,621
shares
|
$6.32 Million
4.13% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
26,489
shares
|
$6.29 Million
0.08% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
26,419
shares
|
$6.27 Million
0.15% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
26,371
shares
|
$6.26 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,355
shares
|
$6.26 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
26,330
shares
|
$6.25 Million
1.15% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
26,191
shares
|
$6.22 Million
3.44% of portfolio
|
Q4 2025
Reduced 3.32%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
26,146
shares
|
$6.21 Million
0.69% of portfolio
|
Q3 2025
Added 21.34%
|
|