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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
28,481
shares
|
$8.91 Million
0.94% of portfolio
|
Q3 2022
Added 25.6%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
27,910
shares
|
$8.73 Million
2.88% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
26,900
shares
|
$8.42 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
26,746
shares
|
$8.37 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
26,683
shares
|
$8.35 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
26,599
shares
|
$8.32 Million
5.14% of portfolio
|
Q2 2025
Reduced 24.29%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,341
shares
|
$8.24 Million
2.59% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
26,127
shares
|
$8.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
25,864
shares
|
$8.09 Million
4.3% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,702
shares
|
$8.04 Million
0.05% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
25,631
shares
|
$8.02 Million
6.02% of portfolio
|
Q3 2021
Reduced 0.43%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
25,540
shares
|
$7.99 Million
2.3% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
24,921
shares
|
$7.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
24,897
shares
|
$7.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
24,586
shares
|
$7.69 Million
0.31% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
24,370
shares
|
$7.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
23,798
shares
|
$7.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
23,565
shares
|
$7.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
23,400
shares
|
$7.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
23,263
shares
|
$7.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,189
shares
|
$7.26 Million
2.23% of portfolio
|
Q3 2022
Added 1.17%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
22,629
shares
|
$7.08 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,443
shares
|
$7.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
21,882
shares
|
$6.85 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
21,860
shares
|
$6.84 Million
6.01% of portfolio
|
Q2 2025
Reduced 1.31%
|