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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
1,248
shares
|
$389,525
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,243
shares
|
$387,965
0.01% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
1,243
shares
|
$387,965
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,240
shares
|
$387,028
0.01% of portfolio
|
Q3 2025
Reduced 36.54%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,235
shares
|
$385,468
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
1,232
shares
|
$384,531
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,230
shares
|
$383,907
0.02% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,229
shares
|
$383,595
0.07% of portfolio
|
Q3 2022
Reduced 3.91%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,228
shares
|
$383,283
0.0% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,221
shares
|
$381,098
0.02% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
1,219
shares
|
$380,474
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,219
shares
|
$380,474
0.18% of portfolio
|
Q1 2023
Reduced 14.81%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,218
shares
|
$380,162
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
1,205
shares
|
$376,104
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
1,202
shares
|
$375,168
0.11% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Oct 31, 2025 Q3 2025 |
1,200
shares
|
$374,544
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,198
shares
|
$373,919
0.06% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
1,198
shares
|
$373,919
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,197
shares
|
$373,607
0.09% of portfolio
|
Q4 2023
Reduced 24.0%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,175
shares
|
$366,741
0.04% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
1,173
shares
|
$366,116
0.01% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
1,172
shares
|
$365,804
0.11% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
1,172
shares
|
$365,804
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,164
shares
|
$363,307
0.04% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,159
shares
|
$361,747
0.14% of portfolio
|
Q2 2025
Added 13.18%
|
|