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 3,023 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 |
|---|---|---|---|---|---|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
1,114
shares
|
$264,552
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,113
shares
|
$264,315
0.04% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,109
shares
|
$263,365
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
1,105
shares
|
$262,415
0.07% of portfolio
|
Q3 2025
Reduced 31.54%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
1,105
shares
|
$262,415
0.02% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,104
shares
|
$262,177
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,104
shares
|
$262,177
0.1% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
1,104
shares
|
$262,177
0.23% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
1,102
shares
|
$261,702
0.19% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
1,100
shares
|
$261,228
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,099
shares
|
$260,990
0.02% of portfolio
|
Q3 2025
Reduced 37.84%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
1,097
shares
|
$260,515
0.02% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
1,096
shares
|
$260,278
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$260,040
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
1,093
shares
|
$259,565
0.17% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
1,091
shares
|
$259,090
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,088
shares
|
$258,378
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
1,078
shares
|
$256,003
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
1,077
shares
|
$255,765
0.02% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
1,074
shares
|
$255,053
0.0% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,073
shares
|
$254,816
0.02% of portfolio
|
Q1 2025
Reduced 78.39%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
1,073
shares
|
$254,816
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
1,068
shares
|
$253,628
0.09% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
1,064
shares
|
$252,678
0.06% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,062
shares
|
$252,203
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|