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 |
|---|---|---|---|---|---|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
72,285
shares
|
$17.2 Million
3.22% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
72,257
shares
|
$17.2 Million
1.59% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
72,074
shares
|
$17.1 Million
0.19% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
72,070
shares
|
$17.1 Million
9.64% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
72,016
shares
|
$17.1 Million
0.44% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,235
shares
|
$16.9 Million
0.14% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
70,945
shares
|
$16.8 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
70,733
shares
|
$16.8 Million
0.29% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
70,594
shares
|
$16.8 Million
1.49% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
69,875
shares
|
$16.6 Million
0.39% of portfolio
|
Q4 2023
Added 29.07%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
69,713
shares
|
$16.6 Million
1.03% of portfolio
|
Q3 2023
Added 1.06%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
69,686
shares
|
$16.5 Million
8.37% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
68,496
shares
|
$16.3 Million
1.59% of portfolio
|
Q4 2023
Added 12.73%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
67,512
shares
|
$16 Million
0.05% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
67,241
shares
|
$16 Million
0.4% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
66,750
shares
|
$15.9 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
66,615
shares
|
$15.8 Million
2.84% of portfolio
|
Q3 2025
Added 46.66%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
66,225
shares
|
$15.7 Million
1.67% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
65,995
shares
|
$15.7 Million
1.58% of portfolio
|
Q2 2024
Added 2142.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
65,847
shares
|
$15.6 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
65,767
shares
|
$15.6 Million
1.93% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
65,280
shares
|
$15.5 Million
0.95% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
64,568
shares
|
$15.3 Million
2.67% of portfolio
|
Q1 2023
Added 5.5%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
64,458
shares
|
$15.3 Million
2.27% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
64,289
shares
|
$15.3 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.48%
|
|