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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,066
shares
|
$332,719
0.01% of portfolio
|
Q4 2022
Reduced 8.58%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
1,058
shares
|
$330,222
0.01% of portfolio
|
Q4 2025
Added 7.09%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
1,057
shares
|
$329,910
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
1,055
shares
|
$329,286
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
1,053
shares
|
$328,662
0.18% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,050
shares
|
$327,726
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
1,050
shares
|
$327,726
0.05% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
1,049
shares
|
$327,413
0.02% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
1,044
shares
|
$325,853
0.03% of portfolio
|
Q3 2025
Reduced 19.01%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
1,044
shares
|
$325,853
0.04% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,039
shares
|
$324,292
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
1,038
shares
|
$323,980
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
1,038
shares
|
$323,980
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,037
shares
|
$323,668
0.04% of portfolio
|
Q3 2025
Added 40.71%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
1,036
shares
|
$323,356
0.03% of portfolio
|
Q4 2025
Added 47.58%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,032
shares
|
$322,107
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,032
shares
|
$322,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,030
shares
|
$321,483
0.01% of portfolio
|
Q4 2025
Reduced 2.55%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
1,027
shares
|
$320,547
0.03% of portfolio
|
Q3 2024
Reduced 51.72%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,026
shares
|
$320,235
0.08% of portfolio
|
Q3 2023
Reduced 21.44%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,019
shares
|
$318,050
0.01% of portfolio
|
Q1 2025
Reduced 37.45%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,013
shares
|
$316,177
0.11% of portfolio
|
Q2 2025
Reduced 24.91%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,008
shares
|
$314,616
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
1,007
shares
|
$314,304
0.43% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,003
shares
|
$313,056
0.0% of portfolio
|
Q2 2025
New holding
|
|