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 3,022 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 $67.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
112,021
shares
|
$26.6 Million
13.56% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
109,862
shares
|
$26.1 Million
4.64% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
109,615
shares
|
$26 Million
1.35% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
108,542
shares
|
$25.8 Million
0.05% of portfolio
|
Q3 2025
Added 47.74%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
108,000
shares
|
$25.6 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
107,597
shares
|
$25.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
107,435
shares
|
$25.5 Million
13.18% of portfolio
|
Q2 2022
Added 1.64%
|
|
|
Maytus Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
106,970
shares
|
$25.4 Million
5.93% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
106,691
shares
|
$25.3 Million
0.13% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
106,250
shares
|
$25.2 Million
16.43% of portfolio
|
Q1 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
106,066
shares
|
$25.2 Million
5.76% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
105,397
shares
|
$25 Million
1.77% of portfolio
|
Q4 2023
Added 32.45%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
104,171
shares
|
$24.7 Million
7.21% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
103,632
shares
|
$24.6 Million
0.58% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
103,180
shares
|
$24.5 Million
0.17% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
101,439
shares
|
$24.1 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
100,754
shares
|
$23.9 Million
3.61% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
100,089
shares
|
$23.8 Million
6.97% of portfolio
|
Q3 2025
New holding
|
|
|
Proem Advisors LLC
|
Oct 30, 2025 Q3 2025 |
100,000
shares
|
$23.7 Million
2.82% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
99,912
shares
|
$23.7 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
99,499
shares
|
$23.6 Million
1.27% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
99,493
shares
|
$23.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 41.47%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
98,857
shares
|
$23.5 Million
0.32% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
98,682
shares
|
$23.4 Million
2.82% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
97,345
shares
|
$23.1 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.53%
|
|