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 1,095 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $9.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
257,644
shares
|
$76.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
232,064
shares
|
$68.6 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
214,442
shares
|
$63.4 Million
1.38% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,973
shares
|
$56.2 Million
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
185,380
shares
|
$54.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
181,980
shares
|
$53.8 Million
0.09% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
180,183
shares
|
$53.3 Million
0.44% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
178,732
shares
|
$52.9 Million
0.04% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
176,904
shares
|
$52.3 Million
0.01% of portfolio
|
Q1 2025
Added 319.7%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
167,661
shares
|
$49.6 Million
0.06% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
166,485
shares
|
$49.2 Million
0.11% of portfolio
|
Q3 2023
Reduced 3.27%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
162,637
shares
|
$48.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 41.69%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
154,205
shares
|
$45.6 Million
0.16% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
146,483
shares
|
$43.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
135,089
shares
|
$40 Million
0.58% of portfolio
|
Q4 2022
Reduced 0.03%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
130,999
shares
|
$38.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
130,723
shares
|
$38.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
123,872
shares
|
$36.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
118,323
shares
|
$35 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
117,482
shares
|
$34.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
112,309
shares
|
$33.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
111,823
shares
|
$33.1 Million
0.44% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
105,284
shares
|
$31.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
101,288
shares
|
$30 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
100,989
shares
|
$29.9 Million
0.07% of portfolio
|
Q1 2025
Added 63.1%
|