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 |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,152
shares
|
$359,562
0.04% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
1,146
shares
|
$357,689
0.01% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
1,144
shares
|
$357,065
0.11% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,143
shares
|
$356,753
0.02% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,138
shares
|
$355,192
0.09% of portfolio
|
Q4 2025
Reduced 8.08%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,133
shares
|
$353,631
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,131
shares
|
$353,007
0.22% of portfolio
|
Q1 2022
Added 3.57%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,125
shares
|
$351,135
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
1,122
shares
|
$350,198
0.09% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,120
shares
|
$349,574
0.05% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,119
shares
|
$349,262
0.04% of portfolio
|
Q2 2023
Added 26.3%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
1,116
shares
|
$348,325
0.02% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
1,113
shares
|
$347,389
0.08% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
1,105
shares
|
$344,892
0.09% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
1,104
shares
|
$344,580
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
1,100
shares
|
$343,332
0.18% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
1,100
shares
|
$343,332
0.0% of portfolio
|
Q3 2025
Reduced 72.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,095
shares
|
$341,771
0.01% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,094
shares
|
$341,459
0.07% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,091
shares
|
$340,522
0.0% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
1,087
shares
|
$339,274
0.11% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
1,085
shares
|
$338,650
0.27% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
1,078
shares
|
$336,465
0.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
1,078
shares
|
$336,465
0.01% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,067
shares
|
$333,032
0.06% of portfolio
|
Q3 2024
Reduced 9.42%
|
|