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 2,954 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
177
shares
|
$43,375
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
175
shares
|
$42,885
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$42,150
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
171
shares
|
$41,905
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
170
shares
|
$41,660
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
168
shares
|
$41,170
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
167
shares
|
$40,925
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
165
shares
|
$40,434
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
160
shares
|
$39,209
0.01% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
159
shares
|
$38,964
0.03% of portfolio
|
Q1 2025
Reduced 29.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
156
shares
|
$38,229
0.02% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$36,759
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
150
shares
|
$36,759
0.0% of portfolio
|
Q2 2025
Reduced 99.25%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
150
shares
|
$36,759
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
150
shares
|
$36,759
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
150
shares
|
$36,759
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
144
shares
|
$35,288
0.01% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
143
shares
|
$35,043
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
140
shares
|
$34,308
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
136
shares
|
$33,328
0.01% of portfolio
|
Q2 2025
Reduced 42.37%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
135
shares
|
$33,083
0.03% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
133
shares
|
$32,592
0.02% of portfolio
|
Q1 2024
Added 786.67%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
131
shares
|
$32,102
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
129
shares
|
$31,612
0.03% of portfolio
|
Q2 2025
Reduced 62.06%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
126
shares
|
$30,877
0.02% of portfolio
|
Q2 2025
Added 14.55%
|