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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
1,922
shares
|
$601,336
0.06% of portfolio
|
Q1 2023
Reduced 2.58%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,918
shares
|
$600,084
0.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,894
shares
|
$592,575
0.0% of portfolio
|
Q2 2025
Reduced 75.05%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
1,876
shares
|
$586,944
0.1% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,870
shares
|
$585,066
0.05% of portfolio
|
Q2 2025
Added 154.08%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,869
shares
|
$584,754
0.05% of portfolio
|
Q1 2022
Reduced 0.8%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,868
shares
|
$584,441
0.1% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,864
shares
|
$583,189
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
1,854
shares
|
$580,060
0.23% of portfolio
|
Q2 2025
Reduced 25.18%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,849
shares
|
$578,496
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,840
shares
|
$575,680
0.24% of portfolio
|
Q3 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,822
shares
|
$570,049
0.06% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Stoneridge Investment Partners LLC
|
Aug 11, 2025 Q2 2025 |
1,809
shares
|
$565,981
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,795
shares
|
$561,601
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
1,790
shares
|
$560,037
0.05% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,784
shares
|
$558,160
0.07% of portfolio
|
Q3 2023
Reduced 34.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
1,762
shares
|
$551,276
0.1% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
1,762
shares
|
$551,276
0.54% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
1,754
shares
|
$548,773
0.07% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,743
shares
|
$545,332
0.38% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,737
shares
|
$543,455
0.08% of portfolio
|
Q2 2023
Added 71.98%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
1,736
shares
|
$543,142
0.03% of portfolio
|
Q2 2025
Reduced 51.84%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
1,729
shares
|
$540,952
0.03% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
1,720
shares
|
$538,136
0.01% of portfolio
|
Q1 2019
Reduced 0.75%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
1,718
shares
|
$537,510
0.28% of portfolio
|
Q4 2024
Reduced 9.48%
|