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 |
|---|---|---|---|---|---|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
419
shares
|
$131,092
0.06% of portfolio
|
Q2 2024
Reduced 26.1%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
411
shares
|
$128,589
0.04% of portfolio
|
Q3 2024
Added 59.92%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
411
shares
|
$128,589
0.02% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
410
shares
|
$128,276
0.06% of portfolio
|
Q1 2025
Reduced 31.44%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
396
shares
|
$123,896
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
389
shares
|
$121,706
0.01% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
387
shares
|
$121,080
0.04% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
383
shares
|
$119,829
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
373
shares
|
$116,700
0.01% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
370
shares
|
$115,761
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
367
shares
|
$114,823
0.02% of portfolio
|
Q2 2021
Reduced 82.48%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
360
shares
|
$112,633
0.06% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
350
shares
|
$109,504
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
344
shares
|
$107,627
0.01% of portfolio
|
Q4 2024
Added 189.08%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
339
shares
|
$106,062
0.01% of portfolio
|
Q2 2025
Added 84.24%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
325
shares
|
$101,682
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
324
shares
|
$101,369
0.0% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
316
shares
|
$98,866
0.02% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
303
shares
|
$94,799
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
300
shares
|
$93,861
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
276
shares
|
$86,352
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
272
shares
|
$85,100
0.04% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
265
shares
|
$82,910
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
263
shares
|
$82,284
0.0% of portfolio
|
Q2 2025
Added 67.52%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
255
shares
|
$79,781
0.02% of portfolio
|
Q4 2024
New holding
|