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 |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
5,276
shares
|
$1.65 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
5,246
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,191
shares
|
$1.62 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
5,168
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,158
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 91.29%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
5,145
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2023
Added 57.92%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
5,140
shares
|
$1.61 Million
0.24% of portfolio
|
Q3 2022
Reduced 3.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,140
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5,131
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
5,112
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,993
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,947
shares
|
$1.55 Million
0.13% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,852
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 77.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,802
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
4,793
shares
|
$1.5 Million
0.84% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
4,776
shares
|
$1.49 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,733
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,731
shares
|
$1.48 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
4,694
shares
|
$1.47 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,642
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
4,626
shares
|
$1.45 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,564
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Reduced 61.86%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
4,560
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,544
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
4,516
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.77%
|