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 |
|---|---|---|---|---|---|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
25
shares
|
$7,821
0.0% of portfolio
|
Q1 2025
Reduced 88.32%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
25
shares
|
$7,821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
22
shares
|
$6,883
0.01% of portfolio
|
Q3 2022
Reduced 22.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
21
shares
|
$6,570
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
20
shares
|
$6,257
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
20
shares
|
$6,257
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
20
shares
|
$6,257
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
20
shares
|
$6,257
0.01% of portfolio
|
Q1 2025
Added 122.22%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17
shares
|
$5,318
0.0% of portfolio
|
Q2 2023
Added 88.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
17
shares
|
$5,318
0.0% of portfolio
|
Q2 2025
Reduced 74.24%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
17
shares
|
$5,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
16
shares
|
$5,005
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
15
shares
|
$4,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$4,693
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
14
shares
|
$4,380
0.0% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
13
shares
|
$4,067
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
13
shares
|
$4,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12
shares
|
$3,754
0.0% of portfolio
|
Q4 2021
Reduced 36.84%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
12
shares
|
$3,754
0.0% of portfolio
|
Q2 2025
Added 4141.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
11
shares
|
$3,441
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10
shares
|
$3,128
0.0% of portfolio
|
Q4 2021
Added 66.67%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$3,128
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
9
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
9
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
8
shares
|
$2,502
0.0% of portfolio
|
Q2 2025
New holding
|