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 |
|---|---|---|---|---|---|
|
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 |
Jan 12, 2026 Q4 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%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
892
shares
|
$211,832
0.13% of portfolio
|
Q4 2025
Reduced 64.28%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
886
shares
|
$210,407
0.09% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
886
shares
|
$210,407
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
878
shares
|
$208,507
0.05% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
877
shares
|
$208,269
0.02% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
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
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
869
shares
|
$206,370
0.03% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
869
shares
|
$206,370
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
867
shares
|
$205,895
0.07% of portfolio
|
Q2 2025
Added 191.92%
|
|
|
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
|
|
|
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
|
|