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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,875
shares
|
$899,501
0.04% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,866
shares
|
$896,685
0.05% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,861
shares
|
$895,121
0.04% of portfolio
|
Q2 2024
Added 11.5%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
2,822
shares
|
$882,919
0.01% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,816
shares
|
$881,041
0.28% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,815
shares
|
$880,729
0.11% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,803
shares
|
$876,974
0.03% of portfolio
|
Q2 2025
Reduced 93.5%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
2,798
shares
|
$875,410
0.67% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
2,760
shares
|
$863,521
0.14% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,749
shares
|
$860,079
0.06% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,747
shares
|
$859,453
0.06% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,710
shares
|
$847,877
0.01% of portfolio
|
Q2 2025
Reduced 43.73%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
2,709
shares
|
$847,564
0.04% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
2,696
shares
|
$843,497
0.02% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,685
shares
|
$840,055
0.04% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
2,674
shares
|
$836,614
0.02% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,666
shares
|
$834,111
0.03% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,665
shares
|
$833,798
0.02% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,665
shares
|
$833,798
0.0% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,664
shares
|
$833,485
0.08% of portfolio
|
Q4 2024
Added 266.44%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,620
shares
|
$819,719
0.03% of portfolio
|
Q2 2022
Added 113.88%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,620
shares
|
$819,719
0.02% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,614
shares
|
$817,842
0.04% of portfolio
|
Q4 2023
Added 72.66%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,608
shares
|
$815,964
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,607
shares
|
$815,652
0.03% of portfolio
|
Q2 2025
Reduced 41.91%
|