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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,562
shares
|
$488,702
0.02% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,560
shares
|
$488,077
0.01% of portfolio
|
Q1 2025
Reduced 19.25%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,557
shares
|
$487,138
0.29% of portfolio
|
Q3 2024
Added 165.25%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,555
shares
|
$486,512
0.12% of portfolio
|
Q1 2022
Reduced 20.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
1,555
shares
|
$486,512
0.05% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,552
shares
|
$485,574
0.04% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,535
shares
|
$480,255
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
1,533
shares
|
$479,629
0.22% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
1,522
shares
|
$476,188
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,520
shares
|
$475,562
0.02% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,510
shares
|
$472,433
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
1,507
shares
|
$471,495
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,498
shares
|
$468,679
0.03% of portfolio
|
Q1 2025
Added 87.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,496
shares
|
$468,053
0.03% of portfolio
|
Q4 2023
Reduced 5.79%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
1,489
shares
|
$465,863
0.2% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,486
shares
|
$464,924
0.08% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
1,475
shares
|
$461,483
0.19% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,473
shares
|
$460,857
0.34% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,471
shares
|
$460,231
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,469
shares
|
$459,606
0.02% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
1,464
shares
|
$458,041
0.36% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
1,460
shares
|
$456,790
0.06% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
1,452
shares
|
$454,287
0.36% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,442
shares
|
$451,158
0.15% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,415
shares
|
$442,711
0.0% of portfolio
|
Q2 2022
Reduced 93.42%
|