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 |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
630
shares
|
$196,635
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
628
shares
|
$196,011
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
627
shares
|
$195,699
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
627
shares
|
$195,699
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
617
shares
|
$192,578
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
612
shares
|
$191,017
0.03% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
606
shares
|
$189,144
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
603
shares
|
$188,208
0.01% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
603
shares
|
$188,208
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
581
shares
|
$181,341
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
570
shares
|
$177,908
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
565
shares
|
$176,347
0.11% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
540
shares
|
$168,544
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
536
shares
|
$167,296
0.06% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
516
shares
|
$161,053
0.08% of portfolio
|
Q1 2023
Reduced 11.95%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
512
shares
|
$159,805
0.06% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
502
shares
|
$156,684
0.02% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
500
shares
|
$156,060
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
500
shares
|
$156,060
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
498
shares
|
$155,435
0.02% of portfolio
|
Q2 2025
Reduced 37.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
491
shares
|
$153,250
0.05% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
477
shares
|
$148,881
0.01% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
475
shares
|
$148,257
0.04% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
475
shares
|
$148,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
470
shares
|
$146,696
0.0% of portfolio
|
Q3 2025
Added 99.15%
|
|