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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,008
shares
|
$315,372
0.01% of portfolio
|
Q2 2025
Reduced 63.92%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
1,004
shares
|
$314,121
0.42% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,003
shares
|
$313,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
1,003
shares
|
$313,808
0.27% of portfolio
|
Q2 2025
Added 100200.0%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$312,870
0.01% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$312,870
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$312,870
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$312,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
997
shares
|
$311,931
0.0% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
993
shares
|
$310,679
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
988
shares
|
$309,115
0.04% of portfolio
|
Q1 2022
Reduced 2.47%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
987
shares
|
$308,802
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
986
shares
|
$308,489
0.13% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
985
shares
|
$308,176
0.03% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
982
shares
|
$307,238
0.01% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
979
shares
|
$306,299
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
974
shares
|
$304,735
0.06% of portfolio
|
Q2 2025
Reduced 34.45%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
973
shares
|
$304,422
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
970
shares
|
$303,483
0.11% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
965
shares
|
$301,919
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
960
shares
|
$300,355
0.09% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
960
shares
|
$300,355
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
959
shares
|
$300,042
0.03% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
958
shares
|
$299,729
0.24% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
953
shares
|
$298,165
0.01% of portfolio
|
Q4 2024
Added 0.74%
|