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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
38,784
shares
|
$12.1 Million
0.27% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
38,398
shares
|
$12 Million
0.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
38,187
shares
|
$11.9 Million
0.13% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
38,030
shares
|
$11.9 Million
5.48% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
36,537
shares
|
$11.4 Million
3.62% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
36,160
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.2%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
35,168
shares
|
$11 Million
0.53% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
35,152
shares
|
$11 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
34,432
shares
|
$10.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 21, 2025 Q3 2025 |
33,937
shares
|
$10.6 Million
6.24% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,047
shares
|
$10.3 Million
11.98% of portfolio
|
Q1 2023
Reduced 56.87%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
32,658
shares
|
$10.2 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
32,023
shares
|
$10 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
31,583
shares
|
$9.86 Million
0.0% of portfolio
|
Q3 2025
Added 29.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
30,978
shares
|
$9.67 Million
0.05% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
30,108
shares
|
$9.4 Million
0.02% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
29,824
shares
|
$9.31 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,447
shares
|
$9.19 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
28,904
shares
|
$9.02 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
28,691
shares
|
$8.96 Million
3.75% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
28,481
shares
|
$8.89 Million
0.94% of portfolio
|
Q3 2022
Added 25.6%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
27,431
shares
|
$8.56 Million
2.54% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
27,264
shares
|
$8.51 Million
2.95% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
27,205
shares
|
$8.49 Million
2.72% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
27,172
shares
|
$8.48 Million
1.55% of portfolio
|
Q3 2025
Added 76.87%
|
|