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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
821
shares
|
$256,250
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
818
shares
|
$255,314
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
817
shares
|
$255,002
0.02% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
814
shares
|
$254,065
0.01% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
814
shares
|
$254,065
0.22% of portfolio
|
Q3 2025
Reduced 15.03%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
804
shares
|
$250,944
0.01% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
801
shares
|
$250,008
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
800
shares
|
$249,696
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
800
shares
|
$249,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
796
shares
|
$248,447
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
790
shares
|
$246,574
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
784
shares
|
$244,702
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
781
shares
|
$243,765
0.0% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
780
shares
|
$243,453
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
775
shares
|
$241,893
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
772
shares
|
$240,956
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
769
shares
|
$240,020
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
763
shares
|
$238,147
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
759
shares
|
$236,899
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
751
shares
|
$234,402
0.01% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
748
shares
|
$233,465
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
744
shares
|
$232,217
0.06% of portfolio
|
Q4 2025
Reduced 6.88%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
743
shares
|
$231,905
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
736
shares
|
$229,720
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
731
shares
|
$228,159
0.05% of portfolio
|
Q2 2025
New holding
|
|