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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,562
shares
|
$487,531
0.02% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,560
shares
|
$486,907
0.01% of portfolio
|
Q1 2025
Reduced 19.25%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,557
shares
|
$485,970
0.29% of portfolio
|
Q3 2024
Added 165.25%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,555
shares
|
$485,346
0.12% of portfolio
|
Q1 2022
Reduced 20.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
1,555
shares
|
$485,346
0.05% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
1,552
shares
|
$484,410
0.04% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
1,537
shares
|
$479,728
0.14% of portfolio
|
Q4 2025
Added 4.7%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,535
shares
|
$479,104
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,518
shares
|
$473,798
0.01% of portfolio
|
Q3 2025
Reduced 22.63%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,511
shares
|
$471,613
0.05% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
1,508
shares
|
$470,676
0.2% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
1,507
shares
|
$470,364
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,496
shares
|
$466,931
0.03% of portfolio
|
Q4 2023
Reduced 5.79%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
1,492
shares
|
$465,683
0.22% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,475
shares
|
$460,377
0.07% of portfolio
|
Q3 2025
Reduced 40.4%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,474
shares
|
$460,064
0.33% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,472
shares
|
$459,440
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
1,460
shares
|
$455,695
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
1,457
shares
|
$454,758
0.34% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,446
shares
|
$451,325
0.03% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,438
shares
|
$448,828
0.0% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
1,423
shares
|
$444,146
0.02% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,415
shares
|
$441,649
0.0% of portfolio
|
Q2 2022
Reduced 93.42%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,401
shares
|
$437,280
0.06% of portfolio
|
Q4 2022
New holding
|
|