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 |
|---|---|---|---|---|---|
|
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
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
916
shares
|
$217,531
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
914
shares
|
$217,056
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
913
shares
|
$216,819
0.04% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
912
shares
|
$216,581
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
911
shares
|
$216,344
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
910
shares
|
$216,106
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
908
shares
|
$215,631
0.01% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
905
shares
|
$214,919
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
904
shares
|
$214,681
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
901
shares
|
$213,969
0.08% of portfolio
|
Q3 2025
Reduced 23.06%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
900
shares
|
$213,732
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
900
shares
|
$213,732
0.03% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
900
shares
|
$213,732
0.02% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
887
shares
|
$210,644
0.03% of portfolio
|
Q3 2025
Reduced 31.93%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
886
shares
|
$210,407
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
877
shares
|
$208,269
0.02% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
876
shares
|
$208,032
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
875
shares
|
$207,795
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
874
shares
|
$207,557
0.05% of portfolio
|
Q3 2025
Reduced 35.83%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
873
shares
|
$207,320
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
873
shares
|
$207,320
0.07% of portfolio
|
Q3 2025
New holding
|
|