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 |
|---|---|---|---|---|---|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
1,243
shares
|
$388,897
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,240
shares
|
$387,958
0.02% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,237
shares
|
$387,020
0.08% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,235
shares
|
$386,394
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,231
shares
|
$385,142
0.02% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
1,230
shares
|
$384,830
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,229
shares
|
$384,517
0.07% of portfolio
|
Q3 2022
Reduced 3.91%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
1,225
shares
|
$383,265
0.19% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,220
shares
|
$381,701
0.03% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,219
shares
|
$381,388
0.18% of portfolio
|
Q1 2023
Reduced 14.81%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,218
shares
|
$381,075
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
1,218
shares
|
$381,075
0.04% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
1,208
shares
|
$377,946
0.29% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
1,205
shares
|
$377,008
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,202
shares
|
$376,069
0.13% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
1,198
shares
|
$374,818
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,197
shares
|
$374,505
0.09% of portfolio
|
Q4 2023
Reduced 24.0%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,189
shares
|
$372,002
0.1% of portfolio
|
Q2 2025
Reduced 70.45%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
1,179
shares
|
$368,873
0.08% of portfolio
|
Q2 2023
Added 26.91%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,175
shares
|
$367,622
0.04% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
1,172
shares
|
$366,683
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
1,169
shares
|
$365,745
0.07% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
1,168
shares
|
$365,432
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,164
shares
|
$364,180
0.04% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
1,161
shares
|
$363,242
0.08% of portfolio
|
Q2 2025
Reduced 0.94%
|