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 |
|---|---|---|---|---|---|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
6,124
shares
|
$1.92 Million
0.52% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
6,082
shares
|
$1.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
6,078
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
6,039
shares
|
$1.89 Million
0.33% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,016
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
5,992
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
5,971
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,940
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Added 47.87%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,873
shares
|
$1.84 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
5,869
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,804
shares
|
$1.82 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,764
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
5,740
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
5,735
shares
|
$1.79 Million
0.44% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
5,651
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
5,610
shares
|
$1.76 Million
1.23% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
5,593
shares
|
$1.75 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,549
shares
|
$1.74 Million
0.62% of portfolio
|
Q2 2025
Reduced 73.15%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
5,540
shares
|
$1.73 Million
0.76% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,494
shares
|
$1.72 Million
1.46% of portfolio
|
Q1 2025
Reduced 23.06%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,411
shares
|
$1.69 Million
0.18% of portfolio
|
Q3 2024
Added 410.47%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,394
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
5,389
shares
|
$1.69 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
5,293
shares
|
$1.66 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,288
shares
|
$1.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.94%
|