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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,188
shares
|
$684,559
0.05% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
2,181
shares
|
$682,369
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,154
shares
|
$673,921
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
2,144
shares
|
$670,793
0.09% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
2,141
shares
|
$669,854
0.01% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
2,131
shares
|
$666,725
0.48% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,097
shares
|
$656,088
0.02% of portfolio
|
Q2 2020
Added 0.05%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
2,085
shares
|
$652,333
0.05% of portfolio
|
Q2 2025
Reduced 78.65%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
2,078
shares
|
$650,143
0.07% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
2,075
shares
|
$649,205
0.13% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,064
shares
|
$645,763
0.01% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,050
shares
|
$641,383
0.01% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
2,044
shares
|
$639,506
1.2% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,028
shares
|
$634,500
0.09% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
2,027
shares
|
$634,187
0.31% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,015
shares
|
$630,433
0.01% of portfolio
|
Q1 2025
Reduced 36.4%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,992
shares
|
$623,237
0.03% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,960
shares
|
$613,225
0.06% of portfolio
|
Q3 2022
Added 15.63%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
1,957
shares
|
$612,286
0.23% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,954
shares
|
$611,347
0.02% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,953
shares
|
$611,035
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
1,949
shares
|
$609,783
0.16% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,949
shares
|
$609,783
0.2% of portfolio
|
Q4 2024
Added 68.39%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,939
shares
|
$606,654
0.09% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,937
shares
|
$606,029
0.02% of portfolio
|
Q1 2025
Added 28.96%
|