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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
27,172
shares
|
$8.48 Million
1.55% of portfolio
|
Q3 2025
Added 76.87%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
26,807
shares
|
$8.37 Million
0.02% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
26,807
shares
|
$8.37 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Thoma Capital Management LLC
Towson, MD |
Jan 08, 2026 Q4 2025 |
26,454
shares
|
$8.26 Million
4.92% of portfolio
|
Q4 2025
Reduced 22.05%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
26,444
shares
|
$8.25 Million
5.32% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
26,139
shares
|
$8.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
26,043
shares
|
$8.13 Million
0.02% of portfolio
|
Q3 2025
Added 1011.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,702
shares
|
$8.02 Million
0.05% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
25,631
shares
|
$8 Million
6.2% of portfolio
|
Q3 2021
Reduced 0.43%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
25,534
shares
|
$7.97 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
25,453
shares
|
$7.94 Million
4.52% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
25,081
shares
|
$7.83 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
24,997
shares
|
$7.8 Million
0.07% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
23,695
shares
|
$7.4 Million
0.12% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
23,400
shares
|
$7.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
23,276
shares
|
$7.26 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,189
shares
|
$7.24 Million
2.23% of portfolio
|
Q3 2022
Added 1.17%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
23,030
shares
|
$7.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
22,906
shares
|
$7.15 Million
0.04% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
22,646
shares
|
$7.07 Million
2.44% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
22,646
shares
|
$7.07 Million
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
22,554
shares
|
$7.04 Million
6.41% of portfolio
|
Q4 2025
Added 1.53%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
21,882
shares
|
$6.83 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
21,858
shares
|
$6.82 Million
0.83% of portfolio
|
Q4 2025
Added 1.83%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
21,737
shares
|
$6.78 Million
0.05% of portfolio
|
Q3 2025
Added 0.98%
|
|