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 |
|---|---|---|---|---|---|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
1,062
shares
|
$252,203
0.23% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
1,059
shares
|
$251,491
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
1,058
shares
|
$251,253
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
1,053
shares
|
$250,066
0.04% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,051
shares
|
$249,591
0.08% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
1,051
shares
|
$249,591
0.2% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
1,051
shares
|
$249,591
0.17% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,050
shares
|
$249,354
0.04% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
1,050
shares
|
$249,354
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
1,050
shares
|
$249,354
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,049
shares
|
$249,116
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
1,048
shares
|
$248,879
0.08% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
1,045
shares
|
$248,166
0.19% of portfolio
|
Q3 2025
Reduced 68.99%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
1,044
shares
|
$247,929
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,038
shares
|
$246,504
0.13% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
1,036
shares
|
$246,029
0.02% of portfolio
|
Q4 2023
Reduced 19.44%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
1,036
shares
|
$246,029
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,035
shares
|
$245,791
0.05% of portfolio
|
Q2 2024
Reduced 42.51%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,034
shares
|
$245,554
0.16% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,033
shares
|
$245,316
0.01% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
1,031
shares
|
$244,841
0.02% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,027
shares
|
$243,891
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,025
shares
|
$243,417
0.09% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,022
shares
|
$242,704
0.1% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
1,022
shares
|
$242,704
0.14% of portfolio
|
Q4 2025
Added 13.05%
|
|