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 |
|---|---|---|---|---|---|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
1,701
shares
|
$530,916
0.09% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
1,699
shares
|
$530,291
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,694
shares
|
$528,731
0.3% of portfolio
|
Q1 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,693
shares
|
$528,419
0.0% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
1,692
shares
|
$528,107
0.25% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
1,690
shares
|
$527,482
0.22% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
1,683
shares
|
$525,297
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,681
shares
|
$524,673
0.11% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,676
shares
|
$523,113
0.03% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
1,666
shares
|
$519,991
0.12% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
1,660
shares
|
$518,119
0.1% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,658
shares
|
$517,494
0.02% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,647
shares
|
$514,061
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
1,646
shares
|
$513,749
0.13% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
1,631
shares
|
$509,067
0.12% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
1,621
shares
|
$505,946
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
1,619
shares
|
$505,322
0.33% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,618
shares
|
$505,010
0.19% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
1,614
shares
|
$503,761
0.24% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
1,611
shares
|
$502,825
0.03% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$495,646
0.1% of portfolio
|
Q3 2025
Added 28.38%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
1,579
shares
|
$492,837
0.68% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,579
shares
|
$492,837
0.02% of portfolio
|
Q3 2025
Added 104.53%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
1,572
shares
|
$490,652
0.41% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,566
shares
|
$488,779
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|