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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
2,669
shares
|
$633,834
0.26% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
2,662
shares
|
$632,171
0.01% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,655
shares
|
$630,509
0.1% of portfolio
|
Q3 2025
Added 56.64%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,654
shares
|
$630,271
0.01% of portfolio
|
Q3 2025
Reduced 42.47%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
2,652
shares
|
$629,796
0.13% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
2,650
shares
|
$629,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
2,650
shares
|
$629,322
0.51% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
2,649
shares
|
$629,084
0.37% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
2,637
shares
|
$626,234
0.12% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,628
shares
|
$624,097
0.05% of portfolio
|
Q3 2025
Added 27.95%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,619
shares
|
$621,960
0.08% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,611
shares
|
$620,060
0.08% of portfolio
|
Q3 2025
Added 89.07%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
2,609
shares
|
$619,585
0.07% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
2,606
shares
|
$618,872
0.43% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
2,600
shares
|
$617,448
0.12% of portfolio
|
Q3 2022
Reduced 3.7%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
2,597
shares
|
$616,735
0.34% of portfolio
|
Q4 2025
Reduced 3.71%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,592
shares
|
$615,548
0.17% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
2,592
shares
|
$615,548
0.05% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
2,590
shares
|
$615,073
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
2,587
shares
|
$614,360
0.06% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,584
shares
|
$613,648
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
2,582
shares
|
$613,173
0.12% of portfolio
|
Q2 2025
Reduced 47.72%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,572
shares
|
$610,798
0.07% of portfolio
|
Q4 2025
Added 106.09%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
2,567
shares
|
$609,611
0.35% of portfolio
|
Q4 2025
Reduced 3.21%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
2,563
shares
|
$608,661
0.02% of portfolio
|
Q3 2025
Reduced 3.03%
|
|