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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
38,242
shares
|
$11.3 Million
0.25% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
37,974
shares
|
$11.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
37,684
shares
|
$11.1 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
35,966
shares
|
$10.6 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
35,599
shares
|
$10.5 Million
0.26% of portfolio
|
Q1 2025
Added 73.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
35,165
shares
|
$10.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 33.36%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
35,131
shares
|
$10.4 Million
6.77% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
35,044
shares
|
$10.4 Million
3.21% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
33,835
shares
|
$10 Million
0.7% of portfolio
|
Q2 2025
Added 25.79%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
33,567
shares
|
$9.93 Million
0.01% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
33,205
shares
|
$9.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.89%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,047
shares
|
$9.77 Million
11.98% of portfolio
|
Q1 2023
Reduced 56.87%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
32,887
shares
|
$9.73 Million
0.3% of portfolio
|
Q1 2025
Added 92.09%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
32,807
shares
|
$9.7 Million
0.94% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
32,658
shares
|
$9.66 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
30,574
shares
|
$9.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
30,446
shares
|
$9 Million
2.57% of portfolio
|
Q1 2025
Reduced 43.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
30,107
shares
|
$8.9 Million
0.02% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
30,067
shares
|
$8.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,447
shares
|
$8.71 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
29,270
shares
|
$8.66 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
29,050
shares
|
$8.59 Million
3.71% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
28,691
shares
|
$8.49 Million
3.75% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Axiom Investors LLC
Greenwich, CT |
May 16, 2025 Q1 2025 |
28,500
shares
|
$8.43 Million
0.07% of portfolio
|
Q1 2025
Reduced 39.1%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
28,481
shares
|
$8.42 Million
0.94% of portfolio
|
Q3 2022
Added 25.6%
|