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 1,095 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $9.77 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17
shares
|
$5,027
0.0% of portfolio
|
Q2 2023
Added 88.89%
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
17
shares
|
$5,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
16
shares
|
$4,731
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
15
shares
|
$4,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$4,436
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
14
shares
|
$4,140
0.0% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
13
shares
|
$3,844
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
13
shares
|
$3,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
13
shares
|
$3,844
0.0% of portfolio
|
Q1 2025
Reduced 68.29%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12
shares
|
$3,548
0.0% of portfolio
|
Q4 2021
Reduced 36.84%
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
12
shares
|
$3,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
11
shares
|
$3,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10
shares
|
$2,957
0.0% of portfolio
|
Q4 2021
Added 66.67%
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$2,957
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
8
shares
|
$2,365
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$2,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
7
shares
|
$2,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
6
shares
|
$1,774
0.0% of portfolio
|
Q4 2024
Reduced 84.21%
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5
shares
|
$1,478
0.0% of portfolio
|
Q3 2023
New holding
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
5
shares
|
$1,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4
shares
|
$1,182
0.0% of portfolio
|
Q4 2024
Reduced 96.9%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
4
shares
|
$1,182
0.0% of portfolio
|
Q1 2024
New holding
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
4
shares
|
$1,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2
shares
|
$591
0.0% of portfolio
|
Q3 2024
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2
shares
|
$591
0.0% of portfolio
|
Q3 2021
New holding
|