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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,613
shares
|
$2.38 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,540
shares
|
$2.35 Million
0.46% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
7,499
shares
|
$2.34 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
7,428
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
7,287
shares
|
$2.27 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
7,232
shares
|
$2.26 Million
1.11% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,214
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
7,201
shares
|
$2.25 Million
1.55% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,164
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 77.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
7,091
shares
|
$2.21 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
7,064
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
Added 637.37%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,854
shares
|
$2.14 Million
0.53% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
6,839
shares
|
$2.13 Million
1.96% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
6,795
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,773
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
6,750
shares
|
$2.11 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
6,743
shares
|
$2.1 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
6,695
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
6,567
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,456
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
6,411
shares
|
$2 Million
0.88% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
6,354
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
6,225
shares
|
$1.94 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
6,218
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
6,206
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2025
Reduced 5.81%
|
|