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 1,156 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,475
shares
|
$3.27 Million
0.09% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jan 16, 2026 Q4 2025 |
10,435
shares
|
$3.26 Million
2.67% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
10,347
shares
|
$3.23 Million
0.99% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
10,299
shares
|
$3.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
10,231
shares
|
$3.19 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,076
shares
|
$3.14 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
10,035
shares
|
$3.13 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
9,956
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
9,949
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,887
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
9,843
shares
|
$3.07 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,843
shares
|
$3.07 Million
0.09% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,819
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.31%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
9,694
shares
|
$3.03 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,630
shares
|
$3.01 Million
2.15% of portfolio
|
Q1 2022
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
9,517
shares
|
$2.97 Million
0.09% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,393
shares
|
$2.93 Million
0.12% of portfolio
|
Q3 2025
Reduced 61.8%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
9,346
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
9,325
shares
|
$2.91 Million
0.56% of portfolio
|
Q2 2022
Added 10.71%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
9,238
shares
|
$2.88 Million
0.23% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
9,109
shares
|
$2.84 Million
1.86% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
9,051
shares
|
$2.82 Million
0.04% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
8,984
shares
|
$2.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
8,852
shares
|
$2.76 Million
0.12% of portfolio
|
Q3 2025
Added 9.65%
|
|