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 1,150 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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
58,102
shares
|
$18.1 Million
1.0% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
55,233
shares
|
$17.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
55,128
shares
|
$17.2 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
55,097
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
54,894
shares
|
$17.1 Million
0.45% of portfolio
|
Q4 2023
Added 2.92%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
54,100
shares
|
$16.9 Million
0.13% of portfolio
|
Q3 2025
Added 190.86%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
53,922
shares
|
$16.8 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Times Square Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
51,100
shares
|
$15.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 39.88%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
50,204
shares
|
$15.7 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
49,791
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
49,269
shares
|
$15.4 Million
2.16% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
48,336
shares
|
$15.1 Million
0.08% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
48,200
shares
|
$15 Million
0.03% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
46,915
shares
|
$14.6 Million
0.87% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
45,191
shares
|
$14.1 Million
2.69% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
45,066
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 75.85%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
45,009
shares
|
$14 Million
0.02% of portfolio
|
Q3 2025
Reduced 50.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
44,127
shares
|
$13.8 Million
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
43,890
shares
|
$13.7 Million
1.69% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
42,928
shares
|
$13.4 Million
1.41% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
42,815
shares
|
$13.4 Million
2.16% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
39,917
shares
|
$12.5 Million
1.27% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
39,155
shares
|
$12.2 Million
0.03% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,023
shares
|
$12.2 Million
0.51% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
38,803
shares
|
$12.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.38%
|
|