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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,841
shares
|
$2.76 Million
1.02% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
8,787
shares
|
$2.74 Million
0.11% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
8,774
shares
|
$2.74 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
8,707
shares
|
$2.72 Million
0.09% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
8,629
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.72%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
8,598
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,484
shares
|
$2.65 Million
0.56% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,445
shares
|
$2.64 Million
0.25% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
8,440
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,413
shares
|
$2.63 Million
0.44% of portfolio
|
Q1 2023
Reduced 7.52%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
8,384
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,354
shares
|
$2.61 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
8,353
shares
|
$2.61 Million
0.33% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
8,309
shares
|
$2.59 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,271
shares
|
$2.58 Million
0.03% of portfolio
|
Q3 2025
Added 27.38%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,240
shares
|
$2.57 Million
0.15% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
8,079
shares
|
$2.52 Million
0.59% of portfolio
|
Q3 2022
Added 7.75%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
8,049
shares
|
$2.51 Million
1.12% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,044
shares
|
$2.51 Million
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
8,043
shares
|
$2.51 Million
0.05% of portfolio
|
Q4 2025
Added 34.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
7,864
shares
|
$2.45 Million
0.03% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
7,855
shares
|
$2.45 Million
0.84% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
7,700
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
7,694
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
7,632
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2025
Added 146.27%
|
|