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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,525
shares
|
$6.73 Million
0.05% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,500
shares
|
$6.73 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
21,337
shares
|
$6.68 Million
1.71% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
21,337
shares
|
$6.68 Million
1.76% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,128
shares
|
$6.61 Million
0.04% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
20,968
shares
|
$6.56 Million
1.46% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
20,811
shares
|
$6.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,700
shares
|
$6.48 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,555
shares
|
$6.43 Million
0.52% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,001
shares
|
$6.26 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
20,000
shares
|
$6.26 Million
3.98% of portfolio
|
Q2 2025
Added 21.93%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
19,562
shares
|
$6.12 Million
0.62% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
19,342
shares
|
$6.05 Million
1.98% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
19,341
shares
|
$6.05 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
18,988
shares
|
$5.94 Million
0.5% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
18,884
shares
|
$5.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
18,863
shares
|
$5.9 Million
0.13% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
18,773
shares
|
$5.87 Million
0.09% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
18,694
shares
|
$5.85 Million
0.78% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
18,658
shares
|
$5.84 Million
0.76% of portfolio
|
Q3 2022
Added 45.57%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
18,605
shares
|
$5.82 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Aug 07, 2025 Q2 2025 |
18,600
shares
|
$5.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.74%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
18,311
shares
|
$5.73 Million
2.38% of portfolio
|
Q2 2025
New holding
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Aug 14, 2025 Q2 2025 |
17,784
shares
|
$5.56 Million
0.53% of portfolio
|
Q2 2025
Reduced 50.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
17,778
shares
|
$5.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.97%
|