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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
2,783
shares
|
$660,906
0.5% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,780
shares
|
$660,194
0.03% of portfolio
|
Q3 2025
Reduced 82.46%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
2,780
shares
|
$660,194
0.67% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$659,719
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,772
shares
|
$658,294
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
2,762
shares
|
$655,919
0.15% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,756
shares
|
$654,494
0.01% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,736
shares
|
$649,745
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,735
shares
|
$649,507
0.04% of portfolio
|
Q3 2025
Added 76.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,735
shares
|
$649,507
0.05% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,734
shares
|
$649,270
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,734
shares
|
$649,270
0.49% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
2,732
shares
|
$648,795
0.25% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
2,732
shares
|
$648,795
0.04% of portfolio
|
Q4 2025
Added 8.11%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
2,731
shares
|
$648,557
0.59% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,713
shares
|
$644,283
0.09% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
2,708
shares
|
$643,095
0.48% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
2,706
shares
|
$642,620
0.06% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,701
shares
|
$641,433
0.23% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,700
shares
|
$641,196
0.17% of portfolio
|
Q3 2025
Reduced 20.59%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,688
shares
|
$638,346
0.11% of portfolio
|
Q3 2025
Added 62.32%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,687
shares
|
$638,108
0.06% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
2,683
shares
|
$637,158
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,680
shares
|
$636,446
0.07% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,673
shares
|
$634,784
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|