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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
941
shares
|
$293,704
0.03% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
938
shares
|
$292,768
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
936
shares
|
$292,144
0.0% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
936
shares
|
$292,144
0.0% of portfolio
|
Q3 2025
Reduced 96.97%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
926
shares
|
$289,023
0.01% of portfolio
|
Q4 2025
Reduced 30.22%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
926
shares
|
$289,023
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
923
shares
|
$288,086
0.01% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
921
shares
|
$287,462
0.03% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
918
shares
|
$286,526
0.17% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
916
shares
|
$285,901
0.0% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
905
shares
|
$282,468
0.03% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
902
shares
|
$281,532
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
900
shares
|
$280,908
0.03% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
900
shares
|
$280,908
0.16% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
896
shares
|
$279,659
0.01% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
895
shares
|
$279,347
0.02% of portfolio
|
Q2 2023
Reduced 33.21%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
895
shares
|
$279,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
892
shares
|
$278,411
0.12% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
892
shares
|
$278,411
0.12% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
890
shares
|
$277,786
0.03% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
887
shares
|
$276,850
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
884
shares
|
$275,914
0.02% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
884
shares
|
$275,914
0.02% of portfolio
|
Q2 2025
Reduced 70.38%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
881
shares
|
$274,977
0.0% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
880
shares
|
$274,665
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|