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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
5,298
shares
|
$1.65 Million
0.58% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,288
shares
|
$1.65 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
5,217
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
5,169
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
5,145
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2023
Added 57.92%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
5,141
shares
|
$1.6 Million
0.28% of portfolio
|
Q4 2025
Reduced 11.24%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
5,136
shares
|
$1.6 Million
0.68% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
5,128
shares
|
$1.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
5,122
shares
|
$1.6 Million
0.37% of portfolio
|
Q4 2025
Reduced 3.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
5,117
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,100
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Added 35.53%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
5,097
shares
|
$1.59 Million
0.12% of portfolio
|
Q4 2025
Added 120.08%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
5,051
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
4,968
shares
|
$1.55 Million
0.2% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,909
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,868
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
4,851
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
4,805
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,802
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,784
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,746
shares
|
$1.48 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,719
shares
|
$1.47 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
4,715
shares
|
$1.47 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
4,639
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,620
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.0%
|
|