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 |
|---|---|---|---|---|---|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
1,022
shares
|
$242,704
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
1,020
shares
|
$242,229
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$241,754
0.02% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,015
shares
|
$241,042
0.04% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
1,014
shares
|
$240,804
0.08% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,014
shares
|
$240,804
0.24% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
1,012
shares
|
$240,329
0.15% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
1,011
shares
|
$240,092
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,010
shares
|
$239,854
0.17% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,008
shares
|
$239,379
0.06% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
1,008
shares
|
$239,379
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,004
shares
|
$238,429
0.05% of portfolio
|
Q2 2024
Reduced 28.13%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,003
shares
|
$238,192
0.04% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
1,003
shares
|
$238,192
0.1% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,002
shares
|
$237,954
0.07% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,002
shares
|
$237,954
0.01% of portfolio
|
Q3 2025
Reduced 89.06%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,001
shares
|
$237,717
0.04% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
1,000
shares
|
$237,480
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$237,480
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$237,480
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
999
shares
|
$237,242
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
993
shares
|
$235,817
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
991
shares
|
$235,342
0.03% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
991
shares
|
$235,342
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
990
shares
|
$235,105
0.0% of portfolio
|
Q3 2025
Reduced 55.76%
|
|