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 3,021 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 |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
954
shares
|
$226,555
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
953
shares
|
$226,318
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
953
shares
|
$226,318
0.1% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
951
shares
|
$225,843
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
950
shares
|
$225,606
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
949
shares
|
$225,368
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
946
shares
|
$224,656
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
942
shares
|
$223,706
0.2% of portfolio
|
Q3 2025
Reduced 90.89%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
936
shares
|
$222,281
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
936
shares
|
$222,281
0.13% of portfolio
|
Q3 2025
Reduced 22.32%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
933
shares
|
$221,568
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
929
shares
|
$220,618
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
927
shares
|
$220,143
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
927
shares
|
$220,143
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
926
shares
|
$219,906
0.01% of portfolio
|
Q3 2025
Reduced 29.95%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
925
shares
|
$219,669
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
925
shares
|
$219,669
0.21% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
925
shares
|
$219,669
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
924
shares
|
$219,431
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
923
shares
|
$219,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
921
shares
|
$218,719
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
921
shares
|
$218,719
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$218,481
0.07% of portfolio
|
Q3 2024
Added 82.9%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
919
shares
|
$218,244
0.06% of portfolio
|
Q3 2025
Added 186.29%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
917
shares
|
$217,769
0.03% of portfolio
|
Q3 2025
New holding
|
|