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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
175
shares
|
$54,752
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
170
shares
|
$53,187
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
169
shares
|
$52,875
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
161
shares
|
$50,372
0.0% of portfolio
|
Q3 2023
Added 302.5%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
156
shares
|
$48,807
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
155
shares
|
$48,494
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
155
shares
|
$48,494
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
153
shares
|
$47,869
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
152
shares
|
$47,556
0.01% of portfolio
|
Q2 2025
Reduced 45.32%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
150
shares
|
$46,930
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
150
shares
|
$46,930
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
146
shares
|
$45,679
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
144
shares
|
$45,053
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
143
shares
|
$44,740
0.03% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
140
shares
|
$43,801
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
140
shares
|
$43,801
0.01% of portfolio
|
Q3 2021
Reduced 34.88%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
140
shares
|
$43,801
0.03% of portfolio
|
Q1 2024
Added 4.48%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
135
shares
|
$42,237
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
134
shares
|
$41,924
0.01% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
126
shares
|
$39,421
0.0% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
125
shares
|
$39,108
0.05% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
122
shares
|
$38,170
0.0% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
113
shares
|
$35,354
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
110
shares
|
$34,415
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
107
shares
|
$33,477
0.0% of portfolio
|
Q1 2025
Reduced 18.94%
|