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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
3,607
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,592
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
3,581
shares
|
$1.12 Million
1.13% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,557
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
3,519
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
3,514
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,513
shares
|
$1.1 Million
1.19% of portfolio
|
Q4 2022
Reduced 3.59%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,511
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,496
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,491
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,489
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 60.33%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,488
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,483
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,476
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,469
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 246.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
3,469
shares
|
$1.08 Million
0.4% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,456
shares
|
$1.08 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,446
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,416
shares
|
$1.07 Million
0.43% of portfolio
|
Q4 2022
Reduced 41.93%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,399
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
3,392
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
3,385
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2025
Added 355.59%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
3,379
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
3,354
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,354
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2025
Added 9.64%
|
|