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 1,167 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
13,035
shares
|
$3.43 Million
0.09% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,883
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
12,779
shares
|
$3.36 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
12,766
shares
|
$3.36 Million
0.07% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,576
shares
|
$3.31 Million
0.22% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,500
shares
|
$3.29 Million
0.04% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
12,339
shares
|
$3.24 Million
1.42% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
12,206
shares
|
$3.21 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
11,910
shares
|
$3.13 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,894
shares
|
$3.13 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
11,810
shares
|
$3.11 Million
2.95% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
11,658
shares
|
$3.07 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
11,467
shares
|
$3.02 Million
0.47% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
11,243
shares
|
$2.96 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
11,192
shares
|
$2.94 Million
0.76% of portfolio
|
Q2 2022
Reduced 0.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
11,074
shares
|
$2.91 Million
0.48% of portfolio
|
Q4 2024
Reduced 48.72%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
11,072
shares
|
$2.91 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
11,069
shares
|
$2.91 Million
0.04% of portfolio
|
Q4 2024
Added 63.19%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
10,954
shares
|
$2.88 Million
2.18% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
10,799
shares
|
$2.84 Million
0.2% of portfolio
|
Q1 2023
Reduced 4.43%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10,798
shares
|
$2.84 Million
0.28% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,610
shares
|
$2.79 Million
0.09% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
10,592
shares
|
$2.79 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
10,406
shares
|
$2.74 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
10,244
shares
|
$2.69 Million
0.25% of portfolio
|
Q4 2024
Added 4.47%
|