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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
11,424
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
11,400
shares
|
$2.71 Million
0.47% of portfolio
|
Q2 2025
Reduced 77.2%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
11,392
shares
|
$2.71 Million
0.36% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,366
shares
|
$2.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
11,344
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
11,331
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
11,304
shares
|
$2.68 Million
0.1% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
11,301
shares
|
$2.68 Million
0.23% of portfolio
|
Q4 2025
Reduced 4.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
11,301
shares
|
$2.68 Million
0.14% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
11,225
shares
|
$2.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
11,219
shares
|
$2.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
11,176
shares
|
$2.65 Million
1.12% of portfolio
|
Q4 2025
Added 4.12%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
11,172
shares
|
$2.65 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
11,164
shares
|
$2.65 Million
1.52% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
11,155
shares
|
$2.65 Million
0.2% of portfolio
|
Q4 2025
Reduced 17.88%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
11,127
shares
|
$2.64 Million
0.34% of portfolio
|
Q3 2025
Added 27.96%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
11,123
shares
|
$2.64 Million
1.71% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
11,095
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
11,064
shares
|
$2.63 Million
2.17% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
11,048
shares
|
$2.62 Million
1.2% of portfolio
|
Q4 2025
Added 2.97%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
11,041
shares
|
$2.62 Million
1.38% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
11,031
shares
|
$2.62 Million
3.24% of portfolio
|
Q3 2025
Added 14.62%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
11,012
shares
|
$2.62 Million
3.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
11,002
shares
|
$2.61 Million
0.62% of portfolio
|
Q3 2025
Added 18.43%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,980
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 66.87%
|
|