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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,334
shares
|
$18.6 Million
1.13% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
56,327
shares
|
$17.6 Million
0.42% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
55,554
shares
|
$17.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
55,291
shares
|
$17.3 Million
0.51% of portfolio
|
Q2 2025
Added 68.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
55,097
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
54,894
shares
|
$17.2 Million
0.45% of portfolio
|
Q4 2023
Added 2.92%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
54,104
shares
|
$16.9 Million
0.01% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
53,527
shares
|
$16.7 Million
0.91% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
50,204
shares
|
$15.7 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
49,970
shares
|
$15.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
48,040
shares
|
$15 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
47,387
shares
|
$14.8 Million
2.79% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
46,481
shares
|
$14.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
46,364
shares
|
$14.5 Million
0.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
46,092
shares
|
$14.4 Million
0.81% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
44,920
shares
|
$14.1 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
44,672
shares
|
$14 Million
2.62% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,453
shares
|
$13.9 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
44,079
shares
|
$13.8 Million
0.1% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
43,889
shares
|
$13.7 Million
1.39% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
41,350
shares
|
$12.9 Million
0.03% of portfolio
|
Q2 2025
Added 219.18%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
39,917
shares
|
$12.5 Million
1.27% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
39,688
shares
|
$12.4 Million
7.82% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,023
shares
|
$12.2 Million
0.51% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
38,951
shares
|
$12.2 Million
0.05% of portfolio
|
Q4 2024
Added 1.99%
|