IWM — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWM? 159 Institutions Hold $1.42B (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWM)? 159 institutions reported holding $1.42B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Two Seas Capital LP ($688.5M), Stairway Partners, LLC ($114.3M), Ferguson Wellman Capital Management, Inc ($74.0M).

Rank	Institution	Value	Shares	Change
1	Two Seas Capital LP	$688.5M	2.5M	New
2	Stairway Partners, LLC	$114.3M	411,336	Trimmed
3	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$74.0M	266,279	Trimmed
4	FIRST FINANCIAL BANK - TRUST DIVISION	$63.3M	227,672	Trimmed
5	Ayalon Insurance Comp Ltd.	$29.4M	105,830	Added
6	TITLEIST ASSET MANAGEMENT, LLC	$28.2M	101,411	Trimmed
7	Farther Finance Advisors, LLC	$27.3M	98,319	Added
8	Valeo Financial Advisors, LLC	$27.3M	98,157	Trimmed
9	Kaydan Wealth Management, Inc.	$26.1M	93,796	Added
10	Baron Financial Group, LLC	$19.6M	70,503	Trimmed
11	ANB BANK	$19.6M	70,394	Trimmed
12	First Heartland Consultants, Inc.	$18.3M	65,911	Added
13	Great Waters Wealth Management	$17.9M	64,266	Trimmed
14	RTD Financial Advisors, Inc.	$15.7M	56,384	Trimmed
15	EASTERN BANK	$14.7M	52,796	Trimmed
16	Coastline Trust Co	$14.0M	50,508	Trimmed
17	Platt Investment Counsel, LLC	$11.4M	40,991	Added
18	TOMPKINS FINANCIAL CORP	$10.2M	36,622	Added
19	Monument Capital Management	$9.9M	35,497	Added
20	CENTRAL BANK & TRUST CO	$9.3M	33,381	Trimmed
21	Iowa State Bank	$8.8M	31,507	Added
22	Venture Visionary Partners LLC	$8.0M	28,757	Added
23	Avidian Wealth Enterprises, LLC	$7.9M	28,258	Added
24	YHB Investment Advisors, Inc.	$7.3M	26,196	Added
25	Apella Capital, LLC	$7.0M	25,092	Added

Source: SEC Form 13F filings · as of 2026-09-30