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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
22,448
shares
|
$5.33 Million
0.2% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
22,447
shares
|
$5.33 Million
0.42% of portfolio
|
Q4 2025
Added 411.32%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
22,424
shares
|
$5.33 Million
0.51% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
22,394
shares
|
$5.32 Million
0.38% of portfolio
|
Q3 2025
Added 19.29%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
22,371
shares
|
$5.31 Million
4.67% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
22,353
shares
|
$5.31 Million
3.78% of portfolio
|
Q4 2025
Added 1.63%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
22,337
shares
|
$5.3 Million
3.63% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
22,309
shares
|
$5.3 Million
4.53% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,307
shares
|
$5.3 Million
0.1% of portfolio
|
Q3 2022
Added 141.63%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
22,242
shares
|
$5.28 Million
2.55% of portfolio
|
Q4 2025
Reduced 31.23%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
22,200
shares
|
$5.27 Million
1.82% of portfolio
|
Q1 2023
Reduced 67.01%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
22,104
shares
|
$5.25 Million
3.27% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jan 12, 2026 Q4 2025 |
21,978
shares
|
$5.22 Million
3.0% of portfolio
|
Q4 2025
Reduced 20.68%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
21,962
shares
|
$5.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
21,942
shares
|
$5.21 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,903
shares
|
$5.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
21,712
shares
|
$5.16 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
21,617
shares
|
$5.13 Million
1.98% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
21,522
shares
|
$5.11 Million
2.17% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
21,448
shares
|
$5.09 Million
3.81% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
21,429
shares
|
$5.09 Million
2.21% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
21,410
shares
|
$5.08 Million
1.31% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
21,357
shares
|
$5.07 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
21,350
shares
|
$5.07 Million
0.43% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,133
shares
|
$5.02 Million
0.45% of portfolio
|
Q3 2023
Reduced 0.35%
|
|