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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,389
shares
|
$433,534
0.08% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,388
shares
|
$433,222
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
1,388
shares
|
$433,222
0.36% of portfolio
|
Q1 2024
Added 141.39%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,386
shares
|
$432,598
0.01% of portfolio
|
Q2 2025
Added 31.0%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,385
shares
|
$432,286
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,379
shares
|
$430,413
0.07% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,377
shares
|
$429,789
0.01% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,374
shares
|
$428,852
0.21% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,372
shares
|
$428,228
0.01% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
1,372
shares
|
$428,228
0.05% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
1,371
shares
|
$427,916
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
1,363
shares
|
$425,419
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,362
shares
|
$425,107
0.03% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
1,362
shares
|
$425,107
0.15% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
1,361
shares
|
$424,795
0.29% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
1,357
shares
|
$423,546
0.14% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,350
shares
|
$421,362
0.01% of portfolio
|
Q3 2022
Reduced 18.23%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,341
shares
|
$418,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
1,341
shares
|
$418,552
0.12% of portfolio
|
Q1 2023
Reduced 57.51%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,340
shares
|
$418,240
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,338
shares
|
$417,616
0.03% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,335
shares
|
$416,680
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,334
shares
|
$416,368
0.01% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
1,331
shares
|
$415,431
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,331
shares
|
$415,431
0.01% of portfolio
|
Q2 2025
Added 2.86%
|
|