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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,023
shares
|
$12.2 Million
0.51% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
38,803
shares
|
$12.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
38,784
shares
|
$12.1 Million
0.27% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
38,398
shares
|
$12 Million
0.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
38,187
shares
|
$11.9 Million
0.13% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
37,550
shares
|
$11.7 Million
5.12% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
36,537
shares
|
$11.4 Million
3.62% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
36,160
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.2%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
35,168
shares
|
$11 Million
0.53% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
35,152
shares
|
$11 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
34,432
shares
|
$10.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
34,285
shares
|
$10.7 Million
3.76% of portfolio
|
Q4 2025
Added 18.62%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,047
shares
|
$10.3 Million
11.98% of portfolio
|
Q1 2023
Reduced 56.87%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
32,658
shares
|
$10.2 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
32,023
shares
|
$10 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
31,583
shares
|
$9.86 Million
0.0% of portfolio
|
Q3 2025
Added 29.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
30,978
shares
|
$9.67 Million
0.05% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
30,108
shares
|
$9.4 Million
0.02% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
29,824
shares
|
$9.31 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,447
shares
|
$9.19 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
28,691
shares
|
$8.96 Million
3.75% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
28,481
shares
|
$8.89 Million
0.94% of portfolio
|
Q3 2022
Added 25.6%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
27,431
shares
|
$8.56 Million
2.54% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
27,264
shares
|
$8.51 Million
2.95% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
27,202
shares
|
$8.49 Million
2.58% of portfolio
|
Q4 2025
Reduced 0.01%
|
|