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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,283
shares
|
$2.28 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,214
shares
|
$2.26 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
7,207
shares
|
$2.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
7,203
shares
|
$2.25 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
7,100
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
7,088
shares
|
$2.22 Million
1.94% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
7,064
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Added 637.37%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
7,040
shares
|
$2.2 Million
1.74% of portfolio
|
Q1 2024
Reduced 23.52%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,901
shares
|
$2.16 Million
1.46% of portfolio
|
Q2 2025
Reduced 67.6%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
6,813
shares
|
$2.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
6,801
shares
|
$2.13 Million
0.78% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,762
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
6,751
shares
|
$2.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 49.55%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
6,750
shares
|
$2.11 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
6,603
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,590
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,585
shares
|
$2.06 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,493
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
6,417
shares
|
$2.01 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,360
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
6,273
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Added 49.43%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
6,225
shares
|
$1.95 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
6,218
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,164
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,153
shares
|
$1.93 Million
0.54% of portfolio
|
Q1 2024
Added 245.67%
|