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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
48
shares
|
$15,017
0.0% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
45
shares
|
$14,079
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
45
shares
|
$14,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
43
shares
|
$13,453
0.0% of portfolio
|
Q1 2025
Reduced 62.61%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
43
shares
|
$13,453
0.0% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
43
shares
|
$13,453
0.0% of portfolio
|
Q2 2025
Reduced 67.42%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
42
shares
|
$13,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$13,140
0.0% of portfolio
|
Q4 2023
Reduced 86.36%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
41
shares
|
$12,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
39
shares
|
$12,201
0.0% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
38
shares
|
$11,889
0.0% of portfolio
|
Q2 2025
Added 533.33%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
37
shares
|
$11,576
0.01% of portfolio
|
Q4 2024
Added 23.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
37
shares
|
$11,576
0.0% of portfolio
|
Q2 2024
Reduced 47.89%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
36
shares
|
$11,263
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
36
shares
|
$11,263
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
34
shares
|
$10,637
0.0% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
33
shares
|
$10,324
0.0% of portfolio
|
Q2 2025
Reduced 58.75%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
33
shares
|
$10,324
0.0% of portfolio
|
Q1 2025
Reduced 63.74%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
33
shares
|
$10,324
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
32
shares
|
$10,011
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
32
shares
|
$10,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
30
shares
|
$9,386
0.0% of portfolio
|
Q1 2025
Reduced 96.51%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
30
shares
|
$9,386
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
27
shares
|
$8,447
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
26
shares
|
$8,134
0.0% of portfolio
|
Q1 2025
New holding
|