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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,164
shares
|
$276,426
0.03% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
1,163
shares
|
$276,189
0.02% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
1,161
shares
|
$275,714
0.07% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
1,157
shares
|
$274,764
0.18% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
1,154
shares
|
$274,051
0.09% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,150
shares
|
$273,102
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
1,145
shares
|
$271,914
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
1,145
shares
|
$271,914
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
1,144
shares
|
$271,677
0.15% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
1,142
shares
|
$271,202
0.02% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,142
shares
|
$271,202
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,141
shares
|
$270,964
0.05% of portfolio
|
Q1 2025
Added 715.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,140
shares
|
$270,727
0.09% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,139
shares
|
$270,489
0.01% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
1,138
shares
|
$270,252
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,137
shares
|
$270,014
0.02% of portfolio
|
Q3 2025
Reduced 88.11%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,133
shares
|
$269,064
0.04% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
1,133
shares
|
$269,064
0.2% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,130
shares
|
$268,352
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
1,129
shares
|
$268,114
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
1,128
shares
|
$267,877
0.1% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
1,127
shares
|
$267,639
0.18% of portfolio
|
Q4 2025
Added 3.11%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
1,127
shares
|
$267,639
0.23% of portfolio
|
Q1 2025
Reduced 78.43%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
1,126
shares
|
$267,402
0.04% of portfolio
|
Q4 2025
Added 4.94%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
1,123
shares
|
$266,690
0.02% of portfolio
|
Q3 2025
Reduced 20.64%
|
|