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 |
|---|---|---|---|---|---|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
38,890
shares
|
$12.2 Million
5.24% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
38,853
shares
|
$12.2 Million
1.95% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
38,583
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
38,487
shares
|
$12 Million
0.25% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
38,385
shares
|
$12 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
38,376
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
37,944
shares
|
$11.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
37,470
shares
|
$11.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 54.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
37,303
shares
|
$11.7 Million
0.24% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
36,439
shares
|
$11.4 Million
3.44% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
33,835
shares
|
$10.6 Million
0.7% of portfolio
|
Q2 2025
Added 25.79%
|
|
|
Geneva Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
33,830
shares
|
$10.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 20.77%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,047
shares
|
$10.3 Million
11.98% of portfolio
|
Q1 2023
Reduced 56.87%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
32,832
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
32,807
shares
|
$10.3 Million
0.94% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
32,658
shares
|
$10.2 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
32,546
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 81.6%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
30,868
shares
|
$9.66 Million
0.01% of portfolio
|
Q2 2025
Added 203.58%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
29,992
shares
|
$9.38 Million
0.12% of portfolio
|
Q2 2025
Reduced 70.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
29,911
shares
|
$9.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
29,669
shares
|
$9.28 Million
2.59% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,447
shares
|
$9.21 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
29,050
shares
|
$9.09 Million
3.71% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
28,691
shares
|
$8.98 Million
3.75% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
28,566
shares
|
$8.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.12%
|