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 1,099 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 $9.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,849,075
shares
|
$1.12 Billion
0.08% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,619,446
shares
|
$764 Million
0.05% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
1,670,950
shares
|
$487 Million
11.73% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,375,677
shares
|
$401 Million
1.03% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,373,161
shares
|
$400 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.45%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,052,762
shares
|
$307 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
901,004
shares
|
$263 Million
6.46% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
747,241
shares
|
$218 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
607,024
shares
|
$177 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
567,268
shares
|
$165 Million
0.01% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
546,020
shares
|
$159 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
532,388
shares
|
$155 Million
5.26% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
525,482
shares
|
$153 Million
0.05% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
512,122
shares
|
$149 Million
1.06% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
493,986
shares
|
$144 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
487,785
shares
|
$142 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
482,086
shares
|
$141 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
433,867
shares
|
$126 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
397,180
shares
|
$116 Million
0.17% of portfolio
|
Q1 2025
Added 185.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
391,767
shares
|
$114 Million
0.56% of portfolio
|
Q2 2023
Reduced 97.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
377,626
shares
|
$110 Million
0.02% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
366,505
shares
|
$107 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
363,900
shares
|
$106 Million
0.02% of portfolio
|
Q2 2025
Added 27615.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
342,598
shares
|
$99.9 Million
0.06% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
296,866
shares
|
$86.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|