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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
865
shares
|
$205,420
0.03% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
865
shares
|
$205,420
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
863
shares
|
$204,945
0.01% of portfolio
|
Q3 2025
Added 50.87%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
863
shares
|
$204,945
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
855
shares
|
$203,045
0.01% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
854
shares
|
$202,807
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
852
shares
|
$202,332
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
851
shares
|
$202,095
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
850
shares
|
$201,858
0.04% of portfolio
|
Q3 2025
Reduced 32.0%
|
|
|
Fishman Jay A LTD
Troy, MI |
Nov 05, 2025 Q3 2025 |
850
shares
|
$201,858
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
850
shares
|
$201,858
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
850
shares
|
$201,858
0.03% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
849
shares
|
$201,620
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
843
shares
|
$200,195
0.08% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
842
shares
|
$199,958
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
842
shares
|
$199,958
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
839
shares
|
$199,245
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
838
shares
|
$199,008
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
838
shares
|
$199,008
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
836
shares
|
$198,533
0.04% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
835
shares
|
$198,295
0.11% of portfolio
|
Q3 2025
Reduced 19.32%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
833
shares
|
$197,820
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
830
shares
|
$197,108
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
830
shares
|
$197,108
0.06% of portfolio
|
Q3 2025
Reduced 66.23%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
828
shares
|
$196,633
0.06% of portfolio
|
Q3 2025
New holding
|
|