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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,538
shares
|
$5.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
17,328
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
17,311
shares
|
$5.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,102
shares
|
$5.34 Million
0.05% of portfolio
|
Q3 2025
Added 61.2%
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
16,977
shares
|
$5.3 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
16,603
shares
|
$5.18 Million
0.1% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
16,399
shares
|
$5.12 Million
0.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
15,997
shares
|
$4.99 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
15,877
shares
|
$4.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
14,979
shares
|
$4.68 Million
0.15% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
14,932
shares
|
$4.66 Million
2.82% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,336
shares
|
$4.47 Million
0.19% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
14,322
shares
|
$4.47 Million
3.68% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
14,302
shares
|
$4.46 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
14,195
shares
|
$4.43 Million
2.1% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
13,985
shares
|
$4.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,605
shares
|
$4.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
13,513
shares
|
$4.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 14, 2025 Q3 2025 |
13,453
shares
|
$4.2 Million
3.95% of portfolio
|
Q1 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,294
shares
|
$4.15 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
13,222
shares
|
$4.13 Million
0.11% of portfolio
|
Q3 2025
Added 293.16%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,127
shares
|
$4.1 Million
0.34% of portfolio
|
Q3 2023
Added 2256.73%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
13,073
shares
|
$4.08 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
13,049
shares
|
$4.07 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,883
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|