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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
730
shares
|
$227,847
0.04% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
727
shares
|
$226,911
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
726
shares
|
$226,599
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
726
shares
|
$226,599
0.03% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
726
shares
|
$226,599
0.02% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
724
shares
|
$225,974
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
723
shares
|
$225,662
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
721
shares
|
$225,038
0.1% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
719
shares
|
$224,414
0.06% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
718
shares
|
$224,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
717
shares
|
$223,790
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
716
shares
|
$223,477
0.11% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
712
shares
|
$222,229
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
710
shares
|
$221,605
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
705
shares
|
$220,044
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
703
shares
|
$219,420
0.05% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
703
shares
|
$219,420
0.01% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
701
shares
|
$218,796
0.0% of portfolio
|
Q2 2024
Reduced 53.36%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
700
shares
|
$218,484
0.01% of portfolio
|
Q4 2025
Reduced 33.59%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 15, 2026 Q4 2025 |
697
shares
|
$217,547
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
694
shares
|
$216,611
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
694
shares
|
$216,611
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
692
shares
|
$215,987
0.09% of portfolio
|
Q4 2025
Reduced 9.78%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
690
shares
|
$215,362
0.02% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
690
shares
|
$215,362
0.15% of portfolio
|
Q4 2025
Added 3.29%
|
|