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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
8
shares
|
$2,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
8
shares
|
$2,502
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$2,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
7
shares
|
$2,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$1,564
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
5
shares
|
$1,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4
shares
|
$1,251
0.0% of portfolio
|
Q4 2024
Reduced 96.9%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
4
shares
|
$1,251
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
4
shares
|
$1,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2
shares
|
$625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2
shares
|
$625
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2
shares
|
$625
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$312
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1
shares
|
$312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|