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 1,154 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
457
shares
|
$142,638
0.04% of portfolio
|
Q1 2025
Added 161.14%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
450
shares
|
$140,454
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
430
shares
|
$134,211
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
427
shares
|
$133,275
0.01% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
427
shares
|
$133,275
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
426
shares
|
$132,963
0.0% of portfolio
|
Q2 2024
Reduced 19.01%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
421
shares
|
$131,402
0.01% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
419
shares
|
$130,778
0.07% of portfolio
|
Q2 2024
Reduced 26.1%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
418
shares
|
$130,466
0.01% of portfolio
|
Q3 2025
Added 69.92%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
413
shares
|
$128,905
0.0% of portfolio
|
Q3 2025
Added 742.86%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
411
shares
|
$128,281
0.04% of portfolio
|
Q3 2024
Added 59.92%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
411
shares
|
$128,281
0.07% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
410
shares
|
$127,969
1.16% of portfolio
|
Q2 2025
Added 1950.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
397
shares
|
$123,911
0.1% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
389
shares
|
$121,414
0.01% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
387
shares
|
$120,790
0.04% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
383
shares
|
$119,541
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
371
shares
|
$115,796
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
367
shares
|
$114,548
0.02% of portfolio
|
Q2 2021
Reduced 82.48%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
366
shares
|
$114,235
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
360
shares
|
$112,363
0.06% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
344
shares
|
$107,369
0.01% of portfolio
|
Q4 2024
Added 189.08%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
339
shares
|
$105,808
0.01% of portfolio
|
Q2 2025
Added 84.24%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
329
shares
|
$102,687
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
325
shares
|
$101,439
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|