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 3,029 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 |
|---|---|---|---|---|---|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
1,210
shares
|
$287,350
0.19% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
1,205
shares
|
$286,163
0.17% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,204
shares
|
$285,925
0.04% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Oct 15, 2025 Q3 2025 |
1,203
shares
|
$285,688
0.59% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
1,201
shares
|
$285,213
0.08% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
1,200
shares
|
$284,976
0.03% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,200
shares
|
$284,976
0.09% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,200
shares
|
$284,976
0.07% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,199
shares
|
$284,738
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
1,199
shares
|
$284,738
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
1,199
shares
|
$284,738
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
1,198
shares
|
$284,501
0.11% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
1,196
shares
|
$284,026
0.07% of portfolio
|
Q4 2025
Added 453.7%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,195
shares
|
$283,788
0.99% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
1,192
shares
|
$283,076
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
1,191
shares
|
$282,838
0.24% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
1,185
shares
|
$281,413
0.02% of portfolio
|
Q3 2025
Reduced 69.39%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
1,182
shares
|
$280,701
0.06% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,181
shares
|
$280,463
0.05% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,179
shares
|
$279,988
0.12% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,179
shares
|
$279,988
0.0% of portfolio
|
Q3 2025
Reduced 84.84%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
1,171
shares
|
$278,089
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,169
shares
|
$277,614
0.07% of portfolio
|
Q3 2025
Reduced 21.07%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
1,168
shares
|
$277,376
0.2% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
1,165
shares
|
$276,664
0.22% of portfolio
|
Q3 2025
Reduced 0.68%
|
|