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 |
|---|---|---|---|---|---|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
22,325
shares
|
$6.6 Million
1.33% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,942
shares
|
$6.49 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
21,860
shares
|
$6.46 Million
6.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,525
shares
|
$6.37 Million
0.05% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
21,337
shares
|
$6.31 Million
1.71% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
21,337
shares
|
$6.31 Million
1.76% of portfolio
|
Q4 2022
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
21,298
shares
|
$6.3 Million
4.58% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
21,012
shares
|
$6.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
20,968
shares
|
$6.2 Million
1.46% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
20,665
shares
|
$6.11 Million
2.23% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,555
shares
|
$6.08 Million
0.52% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
20,464
shares
|
$6.05 Million
0.01% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,001
shares
|
$5.92 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
20,000
shares
|
$5.91 Million
3.98% of portfolio
|
Q2 2025
Added 21.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
19,341
shares
|
$5.72 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,110
shares
|
$5.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
19,056
shares
|
$5.64 Million
0.08% of portfolio
|
Q1 2025
Added 19.8%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
18,988
shares
|
$5.62 Million
0.5% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
18,694
shares
|
$5.53 Million
0.78% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
18,658
shares
|
$5.52 Million
0.76% of portfolio
|
Q3 2022
Added 45.57%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
18,605
shares
|
$5.5 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
18,463
shares
|
$5.46 Million
0.12% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,323
shares
|
$5.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.96%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
18,041
shares
|
$5.34 Million
0.56% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
17,481
shares
|
$5.17 Million
0.15% of portfolio
|
Q3 2024
Added 1.16%
|