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 |
|---|---|---|---|---|---|
|
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
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
847
shares
|
$201,145
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
843
shares
|
$200,195
0.07% 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%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
835
shares
|
$198,295
0.04% of portfolio
|
Q4 2025
Reduced 21.3%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 16, 2026 Q4 2025 |
835
shares
|
$198,295
0.11% of portfolio
|
Q3 2025
Reduced 19.32%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
834
shares
|
$198,058
0.03% of portfolio
|
Q4 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
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
824
shares
|
$195,683
0.03% of portfolio
|
Q3 2025
Reduced 87.59%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
814
shares
|
$193,308
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
807
shares
|
$191,646
0.08% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
806
shares
|
$191,408
0.07% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
805
shares
|
$191,171
0.05% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
805
shares
|
$191,171
0.04% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
801
shares
|
$190,221
0.0% of portfolio
|
Q3 2025
Added 2662.07%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
800
shares
|
$189,984
0.01% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
795
shares
|
$188,796
0.1% of portfolio
|
Q3 2025
Reduced 13.4%
|
|