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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
786
shares
|
$186,659
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
776
shares
|
$184,284
0.04% of portfolio
|
Q3 2025
Reduced 44.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
774
shares
|
$183,809
0.02% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
764
shares
|
$181,434
0.04% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
758
shares
|
$180,009
0.03% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
752
shares
|
$178,584
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
736
shares
|
$174,785
0.03% of portfolio
|
Q3 2025
Reduced 22.12%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
735
shares
|
$174,547
0.1% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
727
shares
|
$172,647
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
721
shares
|
$171,223
0.11% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
709
shares
|
$168,373
0.0% of portfolio
|
Q2 2025
Added 271.2%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
706
shares
|
$167,660
0.0% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
704
shares
|
$167,185
0.15% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
700
shares
|
$166,236
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|