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 1,153 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
45
shares
|
$14,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
43
shares
|
$13,421
0.0% of portfolio
|
Q4 2025
Reduced 41.1%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
43
shares
|
$13,421
0.0% of portfolio
|
Q1 2025
Reduced 62.61%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
43
shares
|
$13,421
0.0% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
42
shares
|
$13,109
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$13,109
0.0% of portfolio
|
Q4 2023
Reduced 86.36%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
41
shares
|
$12,796
0.0% of portfolio
|
Q3 2025
Reduced 69.4%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
39
shares
|
$12,172
0.0% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
37
shares
|
$11,548
0.01% of portfolio
|
Q4 2024
Added 23.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
37
shares
|
$11,548
0.0% of portfolio
|
Q2 2024
Reduced 47.89%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
36
shares
|
$11,236
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
36
shares
|
$11,236
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
34
shares
|
$10,612
0.0% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
33
shares
|
$10,299
0.0% of portfolio
|
Q1 2025
Reduced 63.74%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
33
shares
|
$10,299
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
33
shares
|
$10,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
32
shares
|
$9,987
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
31
shares
|
$9,675
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
30
shares
|
$9,363
0.0% of portfolio
|
Q1 2025
Reduced 96.51%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
30
shares
|
$9,363
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$9,363
0.01% of portfolio
|
Q3 2025
Reduced 69.7%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
27
shares
|
$8,427
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
27
shares
|
$8,427
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
26
shares
|
$8,115
0.0% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
26
shares
|
$8,115
0.0% of portfolio
|
Q1 2025
New holding
|
|