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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,501
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2022
Reduced 22.17%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,441
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
4,422
shares
|
$1.38 Million
0.29% of portfolio
|
Q2 2025
Reduced 38.91%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
4,416
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
4,408
shares
|
$1.38 Million
0.65% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,397
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
4,397
shares
|
$1.38 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
4,388
shares
|
$1.37 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.35%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
4,367
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 70.21%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
4,298
shares
|
$1.34 Million
0.67% of portfolio
|
Q2 2025
Added 19.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,282
shares
|
$1.34 Million
0.17% of portfolio
|
Q1 2023
Added 7.18%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
4,262
shares
|
$1.33 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,237
shares
|
$1.33 Million
0.57% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,131
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,101
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,095
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
4,035
shares
|
$1.26 Million
0.99% of portfolio
|
Q2 2025
Added 59.17%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
4,020
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
4,016
shares
|
$1.26 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,004
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2023
Reduced 13.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,992
shares
|
$1.25 Million
0.6% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,988
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2024
Added 40.32%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,930
shares
|
$1.23 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,915
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 6.68%
|