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 |
|---|---|---|---|---|---|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
3,912
shares
|
$1.22 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,902
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
3,893
shares
|
$1.22 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,886
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,875
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 158.33%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
3,847
shares
|
$1.2 Million
0.59% of portfolio
|
Q4 2024
Added 51.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,841
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,831
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,788
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
3,786
shares
|
$1.18 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,777
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
3,770
shares
|
$1.18 Million
0.33% of portfolio
|
Q2 2025
Added 38.35%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
3,763
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 75.19%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
3,745
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,731
shares
|
$1.17 Million
0.51% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,694
shares
|
$1.16 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,675
shares
|
$1.15 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,658
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,656
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
3,646
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,639
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,617
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,607
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,603
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,530
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.75%
|