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 |
---|---|---|---|---|---|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
1,323
shares
|
$413,927
0.25% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,314
shares
|
$411,111
0.0% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,312
shares
|
$410,485
0.03% of portfolio
|
Q4 2021
Reduced 0.76%
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,310
shares
|
$409,859
0.06% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,306
shares
|
$408,608
0.12% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,306
shares
|
$408,608
0.01% of portfolio
|
Q2 2025
Reduced 81.95%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,305
shares
|
$408,295
0.03% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
1,301
shares
|
$407,043
0.28% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
1,300
shares
|
$406,731
0.16% of portfolio
|
Q2 2025
Reduced 52.98%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,300
shares
|
$406,731
0.07% of portfolio
|
Q2 2024
New holding
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
1,296
shares
|
$405,479
0.12% of portfolio
|
Q1 2025
Added 4.35%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
1,296
shares
|
$405,479
0.11% of portfolio
|
Q3 2023
Reduced 99.75%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,289
shares
|
$403,289
0.04% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
1,288
shares
|
$402,976
0.0% of portfolio
|
Q2 2025
New holding
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,288
shares
|
$402,976
0.02% of portfolio
|
Q2 2025
Reduced 49.82%
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,280
shares
|
$400,473
0.01% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
1,280
shares
|
$400,473
0.28% of portfolio
|
Q4 2022
New holding
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
1,260
shares
|
$394,216
0.2% of portfolio
|
Q1 2022
New holding
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
1,260
shares
|
$394,216
0.28% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,259
shares
|
$393,903
0.28% of portfolio
|
Q1 2023
New holding
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
1,254
shares
|
$392,338
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,250
shares
|
$391,087
0.07% of portfolio
|
Q2 2020
New holding
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,250
shares
|
$391,087
0.05% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
1,244
shares
|
$389,210
0.01% of portfolio
|
Q2 2025
Added 9.7%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,244
shares
|
$389,210
0.05% of portfolio
|
Q2 2025
Reduced 6.96%
|