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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
28,349
shares
|
$8.38 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
28,222
shares
|
$8.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
27,229
shares
|
$8.05 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
26,919
shares
|
$7.96 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,341
shares
|
$7.79 Million
2.59% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
26,127
shares
|
$7.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
25,907
shares
|
$7.66 Million
2.57% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
25,864
shares
|
$7.65 Million
4.3% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
25,631
shares
|
$7.58 Million
5.7% of portfolio
|
Q3 2021
Reduced 0.43%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
25,528
shares
|
$7.55 Million
1.32% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
25,500
shares
|
$7.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
25,122
shares
|
$7.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
24,976
shares
|
$7.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 60.83%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
24,921
shares
|
$7.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
24,762
shares
|
$7.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
24,675
shares
|
$7.3 Million
2.28% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
24,253
shares
|
$7.17 Million
0.09% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
24,005
shares
|
$7.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 44.28%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
23,814
shares
|
$7.04 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
23,400
shares
|
$6.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,189
shares
|
$6.86 Million
2.23% of portfolio
|
Q3 2022
Added 1.17%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
22,826
shares
|
$6.75 Million
0.1% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
22,444
shares
|
$6.64 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,443
shares
|
$6.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
22,360
shares
|
$6.61 Million
0.01% of portfolio
|
Q1 2025
Added 34.23%
|