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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
10,203
shares
|
$2.68 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
10,123
shares
|
$2.66 Million
2.69% of portfolio
|
Q4 2023
Added 41.4%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
10,060
shares
|
$2.65 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
9,937
shares
|
$2.61 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
9,794
shares
|
$2.58 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
9,753
shares
|
$2.56 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,630
shares
|
$2.53 Million
2.15% of portfolio
|
Q1 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,574
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Added 687.34%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
9,517
shares
|
$2.5 Million
0.09% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
9,460
shares
|
$2.49 Million
1.06% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
9,369
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
9,325
shares
|
$2.45 Million
0.56% of portfolio
|
Q2 2022
Added 10.71%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
9,185
shares
|
$2.42 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
9,141
shares
|
$2.4 Million
1.27% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
9,051
shares
|
$2.38 Million
0.04% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
8,886
shares
|
$2.34 Million
0.35% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
8,800
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
8,724
shares
|
$2.29 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
8,714
shares
|
$2.29 Million
0.09% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
8,677
shares
|
$2.28 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
8,676
shares
|
$2.28 Million
1.04% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
8,640
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,470
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
8,455
shares
|
$2.22 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
8,450
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Added 205.38%
|