Institutional Ownership Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO). We have compiled data on the 1,102 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,555
shares
|
$3.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
10,399
shares
|
$3.25 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
10,343
shares
|
$3.24 Million
0.96% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
10,333
shares
|
$3.23 Million
0.38% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
10,299
shares
|
$3.22 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
10,242
shares
|
$3.2 Million
0.23% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,230
shares
|
$3.2 Million
0.08% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,076
shares
|
$3.15 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,823
shares
|
$3.07 Million
0.04% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
9,815
shares
|
$3.07 Million
2.24% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,809
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
9,702
shares
|
$3.04 Million
0.66% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,630
shares
|
$3.01 Million
2.15% of portfolio
|
Q1 2022
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
9,517
shares
|
$2.98 Million
0.09% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,416
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2025
Added 61.95%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
9,347
shares
|
$2.92 Million
0.08% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
9,346
shares
|
$2.92 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
9,339
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
9,325
shares
|
$2.92 Million
0.56% of portfolio
|
Q2 2022
Added 10.71%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
9,181
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
9,051
shares
|
$2.83 Million
0.04% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
8,984
shares
|
$2.81 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,969
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,730
shares
|
$2.73 Million
1.19% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
8,701
shares
|
$2.72 Million
0.96% of portfolio
|
Q2 2025
Added 3.57%
|