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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,602
shares
|
$2.69 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
8,580
shares
|
$2.68 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
8,534
shares
|
$2.67 Million
1.72% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
8,516
shares
|
$2.66 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,514
shares
|
$2.66 Million
0.06% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
8,484
shares
|
$2.65 Million
0.52% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
8,456
shares
|
$2.65 Million
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,445
shares
|
$2.64 Million
0.25% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,413
shares
|
$2.63 Million
0.44% of portfolio
|
Q1 2023
Reduced 7.52%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
8,378
shares
|
$2.62 Million
0.09% of portfolio
|
Q2 2025
Added 69.29%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
8,318
shares
|
$2.6 Million
0.09% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
8,240
shares
|
$2.58 Million
0.13% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
8,079
shares
|
$2.53 Million
0.59% of portfolio
|
Q3 2022
Added 7.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,073
shares
|
$2.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 27.87%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
8,049
shares
|
$2.52 Million
1.12% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
8,030
shares
|
$2.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
8,022
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
7,855
shares
|
$2.46 Million
0.77% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
7,785
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
7,779
shares
|
$2.43 Million
0.03% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
7,563
shares
|
$2.37 Million
0.12% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,540
shares
|
$2.36 Million
0.46% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
7,499
shares
|
$2.35 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
7,400
shares
|
$2.32 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
7,295
shares
|
$2.28 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.1%
|