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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
2,200
shares
|
$686,664
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,188
shares
|
$682,918
0.05% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
2,181
shares
|
$680,733
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
2,179
shares
|
$680,109
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,119
shares
|
$661,382
0.01% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,097
shares
|
$654,515
0.02% of portfolio
|
Q2 2020
Added 0.05%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,075
shares
|
$647,649
0.13% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
2,066
shares
|
$644,839
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
2,061
shares
|
$643,279
0.07% of portfolio
|
Q4 2025
Added 17.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,059
shares
|
$642,655
0.04% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,050
shares
|
$639,846
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
2,044
shares
|
$637,973
1.2% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
2,029
shares
|
$633,291
0.04% of portfolio
|
Q3 2025
Reduced 14.71%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
2,023
shares
|
$631,418
0.44% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
2,016
shares
|
$629,233
0.22% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,015
shares
|
$628,921
0.09% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,993
shares
|
$622,055
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,992
shares
|
$621,743
0.03% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,960
shares
|
$611,755
0.06% of portfolio
|
Q3 2022
Added 15.63%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
1,957
shares
|
$610,818
0.23% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
1,940
shares
|
$605,512
0.16% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
1,939
shares
|
$605,200
0.09% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,922
shares
|
$599,894
0.06% of portfolio
|
Q1 2023
Reduced 2.58%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,918
shares
|
$598,646
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|