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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
612
shares
|
$191,476
0.02% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
605
shares
|
$189,286
0.05% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
592
shares
|
$185,219
0.01% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
570
shares
|
$178,335
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
570
shares
|
$178,335
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
544
shares
|
$170,201
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
540
shares
|
$168,949
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
537
shares
|
$168,011
0.06% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
524
shares
|
$163,943
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
516
shares
|
$161,440
0.08% of portfolio
|
Q1 2023
Reduced 11.95%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
514
shares
|
$160,815
0.04% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
512
shares
|
$160,189
0.05% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
502
shares
|
$157,060
0.02% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
500
shares
|
$156,435
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
498
shares
|
$155,809
0.02% of portfolio
|
Q2 2025
Reduced 37.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
492
shares
|
$153,932
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
477
shares
|
$149,238
0.01% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
475
shares
|
$148,613
0.04% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
457
shares
|
$142,981
0.04% of portfolio
|
Q1 2025
Added 161.14%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
456
shares
|
$142,668
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
450
shares
|
$140,791
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
430
shares
|
$134,534
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
427
shares
|
$133,595
0.01% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
427
shares
|
$133,595
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
426
shares
|
$133,282
0.0% of portfolio
|
Q2 2024
Reduced 19.01%
|