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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
2,654
shares
|
$828,366
0.01% of portfolio
|
Q3 2025
Reduced 19.96%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,625
shares
|
$819,315
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,620
shares
|
$817,754
0.03% of portfolio
|
Q2 2022
Added 113.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,614
shares
|
$815,881
0.04% of portfolio
|
Q4 2023
Added 72.66%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
2,608
shares
|
$814,008
0.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
2,604
shares
|
$812,760
0.11% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,603
shares
|
$812,448
0.03% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
2,600
shares
|
$811,512
0.01% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
2,581
shares
|
$805,581
0.02% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,579
shares
|
$804,957
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,575
shares
|
$803,709
0.36% of portfolio
|
Q1 2022
Reduced 16.26%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
2,569
shares
|
$801,836
0.3% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,566
shares
|
$800,899
0.13% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
2,533
shares
|
$790,599
0.03% of portfolio
|
Q4 2025
Reduced 6.53%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,517
shares
|
$785,606
0.08% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
2,500
shares
|
$780,300
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,495
shares
|
$778,739
0.13% of portfolio
|
Q2 2022
Reduced 19.93%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
2,484
shares
|
$775,306
0.03% of portfolio
|
Q4 2025
Reduced 33.51%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,477
shares
|
$773,121
0.34% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
2,468
shares
|
$770,312
0.23% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,438
shares
|
$760,948
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,432
shares
|
$759,075
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
2,416
shares
|
$754,081
0.38% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
2,416
shares
|
$754,081
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
2,404
shares
|
$750,336
0.16% of portfolio
|
Q3 2025
Reduced 0.46%
|
|