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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
687
shares
|
$214,426
0.03% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
685
shares
|
$213,802
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
685
shares
|
$213,802
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
685
shares
|
$213,802
0.02% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
683
shares
|
$213,177
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
679
shares
|
$211,929
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
679
shares
|
$211,929
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
677
shares
|
$211,305
0.01% of portfolio
|
Q3 2025
Reduced 65.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
675
shares
|
$210,681
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
674
shares
|
$210,368
0.0% of portfolio
|
Q4 2024
Added 23.9%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
674
shares
|
$210,368
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
672
shares
|
$209,744
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
664
shares
|
$207,247
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
664
shares
|
$207,247
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
664
shares
|
$207,247
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
661
shares
|
$206,311
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lisanti Capital Growth, LLC
|
Nov 03, 2025 Q3 2025 |
655
shares
|
$204,438
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
654
shares
|
$204,126
0.03% of portfolio
|
Q3 2025
Reduced 69.5%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
651
shares
|
$203,190
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
650
shares
|
$202,878
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
648
shares
|
$202,253
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
646
shares
|
$201,629
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
641
shares
|
$200,068
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
635
shares
|
$198,196
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
631
shares
|
$196,947
0.01% of portfolio
|
Q3 2025
New holding
|
|