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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
1,878
shares
|
$586,161
0.07% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,873
shares
|
$584,600
0.29% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,869
shares
|
$583,352
0.05% of portfolio
|
Q1 2022
Reduced 0.8%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,868
shares
|
$583,040
0.1% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,864
shares
|
$581,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
1,850
shares
|
$577,422
0.11% of portfolio
|
Q3 2025
Added 85.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
1,849
shares
|
$577,109
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
1,840
shares
|
$574,300
0.24% of portfolio
|
Q3 2021
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,813
shares
|
$565,873
0.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
1,790
shares
|
$558,694
0.05% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
1,790
shares
|
$558,694
0.0% of portfolio
|
Q4 2025
Added 25.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,784
shares
|
$556,822
0.07% of portfolio
|
Q3 2023
Reduced 34.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,784
shares
|
$556,822
0.02% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
1,771
shares
|
$552,764
0.01% of portfolio
|
Q3 2025
Reduced 34.77%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,749
shares
|
$545,897
0.06% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,743
shares
|
$544,025
0.35% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
1,738
shares
|
$542,464
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
1,737
shares
|
$542,152
0.08% of portfolio
|
Q2 2023
Added 71.98%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,732
shares
|
$540,591
0.56% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
1,731
shares
|
$540,279
0.07% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,725
shares
|
$538,407
0.47% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,720
shares
|
$536,846
0.01% of portfolio
|
Q1 2019
Reduced 0.75%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
1,718
shares
|
$536,222
0.27% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,716
shares
|
$535,597
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,714
shares
|
$534,973
0.02% of portfolio
|
Q1 2025
Reduced 13.61%
|
|