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 3,025 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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
28
shares
|
$6,649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
26
shares
|
$6,174
0.0% of portfolio
|
Q4 2024
Added 65.38%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
25
shares
|
$5,937
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
24
shares
|
$5,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$5,462
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
22
shares
|
$5,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
22
shares
|
$5,224
0.0% of portfolio
|
Q2 2025
Reduced 96.39%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
20
shares
|
$4,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
20
shares
|
$4,749
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$3,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
13
shares
|
$3,087
0.0% of portfolio
|
Q1 2023
Reduced 98.24%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
11
shares
|
$2,612
0.0% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
11
shares
|
$2,612
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
10
shares
|
$2,374
0.0% of portfolio
|
Q2 2025
Reduced 98.26%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
8
shares
|
$1,899
0.0% of portfolio
|
Q3 2025
Reduced 94.33%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
7
shares
|
$1,662
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,424
0.0% of portfolio
|
Q2 2025
Reduced 99.64%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,424
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
6
shares
|
$1,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
6
shares
|
$1,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
5
shares
|
$1,187
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
5
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3
shares
|
$712
0.0% of portfolio
|
Q2 2025
Reduced 97.48%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
3
shares
|
$712
0.01% of portfolio
|
Q3 2025
Reduced 99.73%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
2
shares
|
$474
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|