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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
252
shares
|
$78,843
0.04% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
249
shares
|
$77,904
0.01% of portfolio
|
Q2 2020
Reduced 15.59%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
246
shares
|
$76,966
0.01% of portfolio
|
Q1 2025
Added 75.71%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
245
shares
|
$76,653
0.02% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
245
shares
|
$76,653
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
236
shares
|
$73,837
0.0% of portfolio
|
Q2 2025
Added 47.5%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
235
shares
|
$73,524
0.01% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
225
shares
|
$70,395
0.03% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
222
shares
|
$69,457
0.0% of portfolio
|
Q2 2025
Added 42.31%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
220
shares
|
$68,831
0.03% of portfolio
|
Q4 2024
Reduced 40.05%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
220
shares
|
$68,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
219
shares
|
$68,518
0.0% of portfolio
|
Q3 2023
Added 14.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
216
shares
|
$67,579
0.01% of portfolio
|
Q3 2024
Reduced 39.33%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
214
shares
|
$66,954
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
212
shares
|
$66,328
0.01% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
207
shares
|
$64,764
0.0% of portfolio
|
Q1 2021
Reduced 26.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
200
shares
|
$62,574
0.0% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
200
shares
|
$62,574
0.02% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
200
shares
|
$62,574
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
198
shares
|
$61,948
0.01% of portfolio
|
Q1 2025
Added 115.22%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
192
shares
|
$60,071
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
191
shares
|
$59,758
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
184
shares
|
$57,568
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
183
shares
|
$57,255
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
182
shares
|
$56,942
0.03% of portfolio
|
Q1 2024
Reduced 48.0%
|