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 |
|---|---|---|---|---|---|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,513
shares
|
$1.1 Million
1.19% of portfolio
|
Q4 2022
Reduced 3.59%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,511
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,504
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,497
shares
|
$1.09 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,496
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,489
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2024
Reduced 60.33%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
3,440
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
3,434
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
3,434
shares
|
$1.07 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,423
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,416
shares
|
$1.07 Million
0.43% of portfolio
|
Q4 2022
Reduced 41.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,408
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,401
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,399
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,363
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
3,362
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
3,342
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,336
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
3,328
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 63.63%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,316
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,316
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
3,312
shares
|
$1.04 Million
0.44% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
3,285
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,282
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,269
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|