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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,538
shares
|
$5.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
17,481
shares
|
$5.47 Million
0.15% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
17,265
shares
|
$5.4 Million
0.04% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
16,994
shares
|
$5.32 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
16,274
shares
|
$5.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,273
shares
|
$5.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.22%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
16,165
shares
|
$5.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
16,142
shares
|
$5.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
15,979
shares
|
$5 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,662
shares
|
$4.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.81%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
15,363
shares
|
$4.81 Million
0.81% of portfolio
|
Q2 2025
Reduced 47.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
15,225
shares
|
$4.76 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
15,216
shares
|
$4.76 Million
2.83% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
14,779
shares
|
$4.62 Million
3.6% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14,550
shares
|
$4.55 Million
0.42% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
14,218
shares
|
$4.45 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
14,195
shares
|
$4.44 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
|
$4.41 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
13,618
shares
|
$4.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,605
shares
|
$4.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
13,453
shares
|
$4.21 Million
3.59% of portfolio
|
Q1 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
13,294
shares
|
$4.16 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
13,182
shares
|
$4.12 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
13,179
shares
|
$4.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,127
shares
|
$4.11 Million
0.34% of portfolio
|
Q3 2023
Added 2256.73%
|