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 |
|---|---|---|---|---|---|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,095
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
4,089
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
4,035
shares
|
$1.26 Million
1.0% of portfolio
|
Q2 2025
Added 59.17%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
4,020
shares
|
$1.25 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,004
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2023
Reduced 13.18%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
3,995
shares
|
$1.25 Million
0.3% of portfolio
|
Q4 2025
Added 19.25%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,988
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Added 40.32%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,964
shares
|
$1.24 Million
0.44% of portfolio
|
Q3 2025
Reduced 28.56%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,949
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
3,912
shares
|
$1.22 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,884
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,873
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
3,860
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,856
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,841
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,763
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,762
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,735
shares
|
$1.17 Million
0.54% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,724
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,712
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
3,705
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
3,671
shares
|
$1.15 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
3,649
shares
|
$1.14 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,639
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,611
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2025
Added 4.97%
|
|