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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$21,900
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
70
shares
|
$21,900
0.0% of portfolio
|
Q3 2022
Reduced 14.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
68
shares
|
$21,275
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
65
shares
|
$20,336
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
65
shares
|
$20,336
0.0% of portfolio
|
Q2 2025
Reduced 54.23%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
65
shares
|
$20,336
0.01% of portfolio
|
Q2 2025
Reduced 54.23%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
64
shares
|
$20,023
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
63
shares
|
$19,710
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
63
shares
|
$19,710
0.0% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
60
shares
|
$18,772
0.01% of portfolio
|
Q1 2024
Reduced 6.25%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
56
shares
|
$17,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
56
shares
|
$17,520
0.0% of portfolio
|
Q2 2025
Reduced 50.88%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
56
shares
|
$17,520
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
54
shares
|
$16,894
0.0% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
52
shares
|
$16,269
0.01% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
52
shares
|
$16,269
0.0% of portfolio
|
Q2 2025
Reduced 98.74%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
52
shares
|
$16,269
0.01% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
51
shares
|
$15,956
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
51
shares
|
$15,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$15,643
0.0% of portfolio
|
Q1 2023
Reduced 30.56%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$15,643
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
50
shares
|
$15,643
0.0% of portfolio
|
Q2 2025
Reduced 96.93%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
49
shares
|
$15,330
0.01% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
49
shares
|
$15,330
0.0% of portfolio
|
Q2 2025
Reduced 93.41%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
48
shares
|
$15,017
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|