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 1,151 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
21,337
shares
|
$6.66 Million
1.76% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,313
shares
|
$6.65 Million
0.1% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
21,280
shares
|
$6.64 Million
0.05% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
21,193
shares
|
$6.61 Million
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
20,968
shares
|
$6.54 Million
1.48% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,700
shares
|
$6.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,131
shares
|
$6.28 Million
0.0% of portfolio
|
Q3 2025
Added 290.29%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
20,019
shares
|
$6.25 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
19,766
shares
|
$6.17 Million
0.25% of portfolio
|
Q3 2025
Reduced 25.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,745
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2025
Added 409.55%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
19,490
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,266
shares
|
$6.01 Million
0.02% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
19,211
shares
|
$6 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
19,184
shares
|
$5.99 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
19,140
shares
|
$5.97 Million
3.91% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
18,888
shares
|
$5.9 Million
0.14% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
18,884
shares
|
$5.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
18,686
shares
|
$5.83 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
18,658
shares
|
$5.82 Million
0.76% of portfolio
|
Q3 2022
Added 45.57%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
18,657
shares
|
$5.82 Million
1.77% of portfolio
|
Q3 2025
Added 113.71%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
18,589
shares
|
$5.8 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
18,499
shares
|
$5.77 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
18,388
shares
|
$5.74 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
18,366
shares
|
$5.73 Million
0.2% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,311
shares
|
$5.72 Million
2.13% of portfolio
|
Q2 2025
New holding
|
|