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 |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,487
shares
|
$590,612
0.48% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,484
shares
|
$589,900
0.03% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
2,478
shares
|
$588,475
0.29% of portfolio
|
Q3 2025
Added 111.79%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
2,477
shares
|
$588,237
0.09% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
2,477
shares
|
$588,237
0.15% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
2,475
shares
|
$587,763
0.14% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
2,471
shares
|
$586,813
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,470
shares
|
$586,575
0.04% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,468
shares
|
$586,100
0.06% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
2,466
shares
|
$585,625
0.04% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,464
shares
|
$585,150
0.07% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,460
shares
|
$584,200
0.37% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
2,459
shares
|
$583,963
0.05% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
2,459
shares
|
$583,963
0.21% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
2,459
shares
|
$583,963
0.11% of portfolio
|
Q3 2025
Added 55.53%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
2,455
shares
|
$583,013
0.51% of portfolio
|
Q1 2024
Added 18.78%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,450
shares
|
$581,826
0.17% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
2,445
shares
|
$580,638
0.27% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
2,432
shares
|
$577,551
0.09% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,431
shares
|
$577,313
0.06% of portfolio
|
Q2 2022
Added 45.57%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
2,422
shares
|
$575,176
0.27% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
2,414
shares
|
$573,276
0.28% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
2,409
shares
|
$572,089
0.07% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
2,401
shares
|
$570,189
0.0% of portfolio
|
Q3 2025
Added 52.83%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
2,395
shares
|
$568,764
0.02% of portfolio
|
Q4 2024
Reduced 2.09%
|
|