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 |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
2,390
shares
|
$745,966
0.22% of portfolio
|
Q4 2025
Reduced 4.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
2,373
shares
|
$740,660
0.05% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,373
shares
|
$740,660
0.04% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
2,350
shares
|
$733,482
0.06% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,347
shares
|
$732,545
0.13% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
2,332
shares
|
$727,863
0.24% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
2,319
shares
|
$723,806
0.03% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,318
shares
|
$723,494
0.02% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
2,317
shares
|
$723,182
0.73% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
2,299
shares
|
$717,563
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
2,297
shares
|
$716,939
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,297
shares
|
$716,939
0.12% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
2,291
shares
|
$715,066
0.14% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
2,287
shares
|
$713,818
0.07% of portfolio
|
Q2 2023
Reduced 38.67%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,269
shares
|
$708,200
0.14% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
2,260
shares
|
$705,391
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
2,257
shares
|
$704,454
0.11% of portfolio
|
Q3 2024
Added 99.56%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
2,254
shares
|
$703,518
0.03% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
2,248
shares
|
$701,645
0.32% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
2,223
shares
|
$693,842
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
2,222
shares
|
$693,530
0.25% of portfolio
|
Q4 2025
Added 25.4%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,220
shares
|
$692,906
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
2,214
shares
|
$691,033
0.09% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
2,212
shares
|
$690,409
0.05% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,209
shares
|
$689,473
0.47% of portfolio
|
Q1 2023
Reduced 2.3%
|
|