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 |
|---|---|---|---|---|---|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
990
shares
|
$235,105
0.13% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
987
shares
|
$234,392
0.01% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
987
shares
|
$234,392
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
985
shares
|
$233,917
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
984
shares
|
$233,680
0.06% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
982
shares
|
$233,205
0.04% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
981
shares
|
$232,967
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
981
shares
|
$232,967
0.19% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
978
shares
|
$232,255
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
977
shares
|
$232,017
0.08% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
973
shares
|
$231,068
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
973
shares
|
$231,068
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
973
shares
|
$231,068
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
969
shares
|
$230,118
0.0% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
969
shares
|
$230,118
0.01% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
969
shares
|
$230,118
0.04% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
969
shares
|
$230,118
0.11% of portfolio
|
Q3 2025
Reduced 50.41%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
965
shares
|
$229,168
0.15% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
965
shares
|
$229,168
0.01% of portfolio
|
Q3 2025
Reduced 81.39%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
964
shares
|
$228,930
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
964
shares
|
$228,930
0.17% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
963
shares
|
$228,693
0.01% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
963
shares
|
$228,693
0.19% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
961
shares
|
$228,218
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
961
shares
|
$228,218
0.02% of portfolio
|
Q3 2025
Reduced 5.51%
|
|