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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
2,602
shares
|
$814,087
0.1% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
2,583
shares
|
$808,143
0.43% of portfolio
|
Q1 2025
Reduced 45.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,577
shares
|
$806,265
0.02% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,575
shares
|
$805,640
0.36% of portfolio
|
Q1 2022
Reduced 16.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,566
shares
|
$802,824
0.13% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
2,566
shares
|
$802,824
0.29% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,527
shares
|
$790,622
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
2,500
shares
|
$782,175
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,495
shares
|
$780,610
0.13% of portfolio
|
Q2 2022
Reduced 19.93%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
2,494
shares
|
$780,297
0.23% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
2,486
shares
|
$777,794
0.08% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
2,485
shares
|
$777,481
0.22% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
2,477
shares
|
$774,978
0.33% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,475
shares
|
$774,353
0.11% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
2,441
shares
|
$763,715
0.03% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
2,437
shares
|
$762,464
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,421
shares
|
$757,458
0.03% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,416
shares
|
$755,893
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,415
shares
|
$755,581
0.15% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
2,414
shares
|
$755,268
0.13% of portfolio
|
Q2 2025
Added 17.53%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
2,390
shares
|
$747,759
0.12% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,383
shares
|
$745,569
0.05% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
2,379
shares
|
$744,317
0.04% of portfolio
|
Q1 2025
Reduced 50.5%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
2,372
shares
|
$742,127
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,347
shares
|
$734,305
0.13% of portfolio
|
Q4 2024
Added 0.04%
|