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 |
|---|---|---|---|---|---|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
1,319
shares
|
$313,236
0.22% of portfolio
|
Q3 2025
Added 37.68%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,315
shares
|
$312,286
0.13% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,314
shares
|
$312,048
0.11% of portfolio
|
Q3 2024
Reduced 83.9%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,313
shares
|
$311,811
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,312
shares
|
$311,573
0.1% of portfolio
|
Q4 2025
Reduced 2.6%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
1,309
shares
|
$310,861
0.22% of portfolio
|
Q4 2020
Reduced 7.1%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
1,309
shares
|
$310,861
0.12% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
1,307
shares
|
$310,386
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
1,305
shares
|
$309,911
0.12% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
1,301
shares
|
$308,961
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
1,301
shares
|
$308,961
0.13% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
1,301
shares
|
$308,961
0.2% of portfolio
|
Q2 2024
Reduced 29.06%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
1,300
shares
|
$308,724
0.09% of portfolio
|
Q1 2025
Reduced 38.91%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
1,294
shares
|
$307,299
0.25% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,291
shares
|
$306,586
0.05% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
1,290
shares
|
$306,349
0.07% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,286
shares
|
$305,399
0.03% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
1,285
shares
|
$305,161
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
1,281
shares
|
$304,211
0.94% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,280
shares
|
$303,974
0.14% of portfolio
|
Q3 2025
Reduced 39.62%
|
|
|
Front Street Capital Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,273
shares
|
$302,312
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,269
shares
|
$301,362
0.08% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
1,267
shares
|
$300,887
0.12% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
1,265
shares
|
$300,412
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
1,265
shares
|
$300,412
0.09% of portfolio
|
Q3 2025
New holding
|
|