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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
1,000
shares
|
$312,120
0.01% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$312,120
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
997
shares
|
$311,183
0.0% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
993
shares
|
$309,935
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
991
shares
|
$309,310
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
990
shares
|
$308,998
0.01% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Bridge City Capital, LLC
Lake Oswego, OR |
Nov 12, 2025 Q3 2025 |
989
shares
|
$308,686
0.09% of portfolio
|
Q3 2025
Added 31.17%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
988
shares
|
$308,374
0.04% of portfolio
|
Q1 2022
Reduced 2.47%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
988
shares
|
$308,374
0.02% of portfolio
|
Q3 2025
Added 44.66%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
987
shares
|
$308,062
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
985
shares
|
$307,438
0.03% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
979
shares
|
$305,565
0.01% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
979
shares
|
$305,565
0.12% of portfolio
|
Q4 2025
Reduced 4.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
974
shares
|
$304,004
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
973
shares
|
$303,692
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
970
shares
|
$302,756
0.11% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
967
shares
|
$301,820
0.09% of portfolio
|
Q4 2025
Reduced 4.64%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
965
shares
|
$301,195
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
960
shares
|
$299,635
0.09% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
960
shares
|
$299,635
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
953
shares
|
$297,450
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
953
shares
|
$297,450
0.03% of portfolio
|
Q2 2024
Reduced 89.46%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
948
shares
|
$295,889
0.08% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
945
shares
|
$294,953
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
942
shares
|
$294,017
0.03% of portfolio
|
Q3 2025
Reduced 10.88%
|
|