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 |
|---|---|---|---|---|---|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
17,002
shares
|
$5.03 Million
1.68% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
16,968
shares
|
$5.02 Million
1.15% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
16,855
shares
|
$4.98 Million
0.07% of portfolio
|
Q1 2025
Added 740.65%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
16,735
shares
|
$4.95 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,605
shares
|
$4.91 Million
0.02% of portfolio
|
Q1 2025
Added 170.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
16,399
shares
|
$4.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,362
shares
|
$4.84 Million
0.04% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
16,142
shares
|
$4.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
15,902
shares
|
$4.7 Million
1.66% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
15,802
shares
|
$4.67 Million
0.5% of portfolio
|
Q1 2025
Reduced 29.11%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
15,225
shares
|
$4.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
15,216
shares
|
$4.5 Million
2.83% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
14,768
shares
|
$4.37 Million
3.58% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,657
shares
|
$4.33 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
14,603
shares
|
$4.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
14,546
shares
|
$4.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,429
shares
|
$4.27 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
14,195
shares
|
$4.2 Million
2.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
14,082
shares
|
$4.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,933
shares
|
$4.12 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
13,690
shares
|
$4.05 Million
0.08% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,605
shares
|
$4.02 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
May 14, 2025 Q1 2025 |
13,453
shares
|
$3.98 Million
3.17% of portfolio
|
Q1 2024
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
13,298
shares
|
$3.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
13,294
shares
|
$3.93 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.22%
|