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 |
|---|---|---|---|---|---|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
3,260
shares
|
$1.02 Million
0.54% of portfolio
|
Q2 2025
Added 44.25%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
3,260
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2022
Added 5.16%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,257
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 74.1%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
3,239
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,226
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
3,222
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,217
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,189
shares
|
$997,742
0.08% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
3,177
shares
|
$993,987
0.05% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,170
shares
|
$991,797
0.31% of portfolio
|
Q1 2019
New holding
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
3,159
shares
|
$988,356
0.34% of portfolio
|
Q4 2021
Reduced 12.47%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
3,132
shares
|
$979,908
0.08% of portfolio
|
Q4 2023
Reduced 0.63%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,100
shares
|
$969,897
0.06% of portfolio
|
Q2 2025
Reduced 70.86%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
3,099
shares
|
$969,584
0.0% of portfolio
|
Q2 2025
Reduced 96.84%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
3,084
shares
|
$964,891
0.54% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,073
shares
|
$961,449
0.21% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,059
shares
|
$957,069
0.11% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,040
shares
|
$951,124
0.03% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
3,027
shares
|
$947,057
0.38% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,000
shares
|
$938,610
0.02% of portfolio
|
Q4 2020
Reduced 1.64%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
2,978
shares
|
$931,726
0.63% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
2,955
shares
|
$924,530
0.02% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,918
shares
|
$912,954
0.26% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,902
shares
|
$907,948
0.03% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
2,876
shares
|
$899,814
0.02% of portfolio
|
Q2 2025
New holding
|