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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
12,806
shares
|
$4 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
12,507
shares
|
$3.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
12,204
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
12,088
shares
|
$3.77 Million
1.72% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
12,070
shares
|
$3.77 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,991
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
11,912
shares
|
$3.72 Million
0.6% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
11,876
shares
|
$3.71 Million
1.22% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
11,839
shares
|
$3.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
11,821
shares
|
$3.69 Million
0.91% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
11,797
shares
|
$3.68 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
11,737
shares
|
$3.66 Million
0.17% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
11,679
shares
|
$3.65 Million
2.31% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,678
shares
|
$3.64 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
11,619
shares
|
$3.63 Million
0.08% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
11,467
shares
|
$3.58 Million
0.46% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
11,397
shares
|
$3.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
11,387
shares
|
$3.55 Million
2.61% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
11,192
shares
|
$3.49 Million
0.76% of portfolio
|
Q2 2022
Reduced 0.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,908
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,684
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
10,675
shares
|
$3.33 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
10,600
shares
|
$3.31 Million
2.71% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,475
shares
|
$3.27 Million
0.09% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
10,345
shares
|
$3.23 Million
1.0% of portfolio
|
Q3 2025
Added 0.02%
|
|