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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
26
shares
|
$8,115
0.0% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
26
shares
|
$8,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
26
shares
|
$8,115
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
25
shares
|
$7,803
0.0% of portfolio
|
Q1 2025
Reduced 88.32%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
23
shares
|
$7,178
0.0% of portfolio
|
Q3 2025
Reduced 97.79%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
22
shares
|
$6,866
0.01% of portfolio
|
Q3 2022
Reduced 22.73%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
22
shares
|
$6,866
0.0% of portfolio
|
Q4 2024
Added 195.45%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
21
shares
|
$6,554
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
21
shares
|
$6,554
0.01% of portfolio
|
Q3 2025
Reduced 48.78%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
20
shares
|
$6,242
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
20
shares
|
$6,242
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17
shares
|
$5,306
0.0% of portfolio
|
Q2 2023
Added 88.89%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
17
shares
|
$5,306
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
16
shares
|
$4,993
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
16
shares
|
$4,993
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
15
shares
|
$4,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
15
shares
|
$4,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
13
shares
|
$4,057
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
13
shares
|
$4,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
13
shares
|
$4,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
13
shares
|
$4,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12
shares
|
$3,745
0.0% of portfolio
|
Q4 2021
Reduced 36.84%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
11
shares
|
$3,433
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10
shares
|
$3,121
0.0% of portfolio
|
Q4 2021
Added 66.67%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
10
shares
|
$3,121
0.0% of portfolio
|
Q3 2025
Reduced 79.17%
|
|