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 1,078 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
7,374
shares
|
$2.22 Million
0.31% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
7,309
shares
|
$2.2 Million
1.13% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
7,284
shares
|
$2.19 Million
1.57% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,214
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,148
shares
|
$2.15 Million
0.11% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
7,040
shares
|
$2.12 Million
1.88% of portfolio
|
Q1 2024
Reduced 23.52%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
7,010
shares
|
$2.11 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,005
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
6,810
shares
|
$2.05 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
6,750
shares
|
$2.03 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
6,627
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
6,614
shares
|
$1.99 Million
0.7% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
6,608
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,570
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,567
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
6,500
shares
|
$1.95 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
6,437
shares
|
$1.94 Million
0.11% of portfolio
|
Q1 2024
Added 12.99%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
6,427
shares
|
$1.93 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,395
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,347
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
6,259
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
6,220
shares
|
$1.87 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,153
shares
|
$1.85 Million
0.54% of portfolio
|
Q1 2024
Added 245.67%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
6,078
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
6,046
shares
|
$1.82 Million
1.72% of portfolio
|
Q4 2024
Added 1.04%
|