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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
102,978
shares
|
$32.1 Million
0.02% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
100,192
shares
|
$31.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
90,994
shares
|
$28.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2026 Q4 2025 |
90,335
shares
|
$28.2 Million
0.9% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
89,706
shares
|
$28 Million
0.2% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
88,968
shares
|
$27.8 Million
3.39% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
86,652
shares
|
$27 Million
0.04% of portfolio
|
Q3 2025
Added 33.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
84,443
shares
|
$26.4 Million
0.22% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
79,227
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
79,047
shares
|
$24.7 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
77,965
shares
|
$24.3 Million
0.02% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
76,264
shares
|
$23.8 Million
0.17% of portfolio
|
Q4 2025
Added 4991.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
75,847
shares
|
$23.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
74,859
shares
|
$23.4 Million
1.58% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
73,054
shares
|
$22.8 Million
12.68% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
70,801
shares
|
$22.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
70,790
shares
|
$22.1 Million
0.39% of portfolio
|
Q3 2025
Added 109.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
68,892
shares
|
$21.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
68,793
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
67,231
shares
|
$21 Million
6.38% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
65,829
shares
|
$20.5 Million
0.01% of portfolio
|
Q3 2025
Added 21.67%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
65,597
shares
|
$20.5 Million
0.82% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
63,778
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
63,727
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
62,141
shares
|
$19.4 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|