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 1,116 institutions that hold shares in the stock, with a total of 34.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,497,190
shares
|
$1.04 Billion
0.08% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,556,563
shares
|
$757 Million
0.05% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
1,544,050
shares
|
$457 Million
10.99% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,507,957
shares
|
$446 Million
1.28% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,373,161
shares
|
$407 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,118,123
shares
|
$331 Million
0.11% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
891,217
shares
|
$264 Million
7.01% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
729,339
shares
|
$216 Million
2.31% of portfolio
|
Q4 2024
Added 1423.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
725,654
shares
|
$215 Million
0.05% of portfolio
|
Q3 2024
Reduced 20.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
661,839
shares
|
$196 Million
0.13% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
655,846
shares
|
$194 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
553,656
shares
|
$164 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
551,830
shares
|
$163 Million
5.62% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
498,369
shares
|
$148 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
495,559
shares
|
$147 Million
0.01% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
492,787
shares
|
$146 Million
0.12% of portfolio
|
Q4 2024
Added 4483.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
488,873
shares
|
$145 Million
0.06% of portfolio
|
Q3 2024
Added 25.51%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
477,341
shares
|
$141 Million
1.14% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
460,707
shares
|
$136 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
442,691
shares
|
$131 Million
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
440,937
shares
|
$131 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
420,058
shares
|
$124 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
391,767
shares
|
$116 Million
0.56% of portfolio
|
Q2 2023
Reduced 97.98%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
349,989
shares
|
$104 Million
0.06% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
342,598
shares
|
$101 Million
0.06% of portfolio
|
Q3 2024
Added 2.1%
|