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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
13,114
shares
|
$4.1 Million
1.37% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
13,055
shares
|
$4.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
12,948
shares
|
$4.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,918
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,883
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,530
shares
|
$3.92 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,402
shares
|
$3.88 Million
0.13% of portfolio
|
Q2 2025
Added 36.99%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
12,171
shares
|
$3.81 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
12,074
shares
|
$3.78 Million
1.62% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
12,070
shares
|
$3.78 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,970
shares
|
$3.75 Million
0.07% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
11,810
shares
|
$3.69 Million
2.4% of portfolio
|
Q4 2023
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,700
shares
|
$3.66 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,689
shares
|
$3.66 Million
0.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,664
shares
|
$3.65 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
11,528
shares
|
$3.61 Million
2.19% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
11,467
shares
|
$3.59 Million
0.44% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
11,192
shares
|
$3.5 Million
0.76% of portfolio
|
Q2 2022
Reduced 0.3%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
11,160
shares
|
$3.49 Million
1.11% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,111
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
10,886
shares
|
$3.41 Million
0.35% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
10,817
shares
|
$3.38 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
10,718
shares
|
$3.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 21.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,609
shares
|
$3.32 Million
0.03% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
10,581
shares
|
$3.31 Million
2.61% of portfolio
|
Q2 2025
Added 2.28%
|