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 3,040 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 $67.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,000
shares
|
$237,480
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$237,480
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
1,000
shares
|
$237,480
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
999
shares
|
$237,242
0.05% 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%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
990
shares
|
$235,105
0.15% of portfolio
|
Q4 2025
Reduced 3.13%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
990
shares
|
$235,105
0.13% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
989
shares
|
$234,867
0.06% of portfolio
|
Q4 2025
Added 18.73%
|
|
|
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%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
974
shares
|
$231,305
0.03% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
973
shares
|
$231,068
0.08% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
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
|
|