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 3,037 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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,562
shares
|
$608,423
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
2,554
shares
|
$606,523
0.06% of portfolio
|
Q4 2025
Reduced 3.88%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
2,550
shares
|
$605,574
0.24% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
2,549
shares
|
$605,336
0.39% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,534
shares
|
$601,774
0.03% of portfolio
|
Q3 2022
Reduced 11.98%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
2,531
shares
|
$601,061
0.0% of portfolio
|
Q3 2025
Added 150.35%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,529
shares
|
$600,586
0.06% of portfolio
|
Q3 2025
Added 127.02%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
2,528
shares
|
$600,349
0.14% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
2,528
shares
|
$600,349
0.5% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,523
shares
|
$599,162
0.12% of portfolio
|
Q4 2025
Reduced 21.18%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
2,523
shares
|
$599,162
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,519
shares
|
$598,212
0.01% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,516
shares
|
$597,499
0.04% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,512
shares
|
$596,549
0.08% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
2,511
shares
|
$596,312
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
2,509
shares
|
$595,837
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
2,506
shares
|
$595,124
0.27% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,504
shares
|
$594,649
0.21% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,501
shares
|
$593,937
0.73% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
2,500
shares
|
$593,700
0.15% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,497
shares
|
$592,987
0.26% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,496
shares
|
$592,750
0.04% of portfolio
|
Q3 2025
Added 100.64%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
2,489
shares
|
$591,087
0.14% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
2,489
shares
|
$591,087
0.08% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,487
shares
|
$590,612
0.32% of portfolio
|
Q2 2022
Reduced 25.29%
|
|