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 |
|---|---|---|---|---|---|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
1,159
shares
|
$362,616
0.13% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,152
shares
|
$360,426
0.09% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
1,152
shares
|
$360,426
0.04% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,143
shares
|
$357,610
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,142
shares
|
$357,297
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
1,133
shares
|
$354,481
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,131
shares
|
$353,855
0.22% of portfolio
|
Q1 2022
Added 3.57%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
1,128
shares
|
$352,917
0.09% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,125
shares
|
$351,978
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,120
shares
|
$350,414
0.04% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,119
shares
|
$350,101
0.04% of portfolio
|
Q2 2023
Added 26.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,106
shares
|
$346,034
0.01% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,104
shares
|
$345,408
0.01% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,104
shares
|
$345,408
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,099
shares
|
$343,844
0.1% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,094
shares
|
$342,279
0.07% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,094
shares
|
$342,279
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,090
shares
|
$341,028
0.0% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
1,086
shares
|
$339,776
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,086
shares
|
$339,776
0.04% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
1,080
shares
|
$337,899
0.04% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
1,073
shares
|
$335,709
0.02% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
1,067
shares
|
$333,832
0.06% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,066
shares
|
$333,519
0.01% of portfolio
|
Q4 2022
Reduced 8.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,059
shares
|
$331,329
0.01% of portfolio
|
Q2 2025
Added 0.38%
|