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 1,166 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 $9.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,002
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,976
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Added 29.21%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
5,971
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Mar 11, 2025 Q4 2024 |
5,960
shares
|
$1.54 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
5,938
shares
|
$1.54 Million
0.62% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
5,905
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
5,880
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
5,874
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Added 699.18%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
5,863
shares
|
$1.52 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
5,850
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 455.56%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,803
shares
|
$1.5 Million
1.11% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
5,737
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 93.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
5,718
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,628
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,517
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,505
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
5,448
shares
|
$1.41 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
5,433
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,424
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,416
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,411
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2024
Added 410.47%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
5,406
shares
|
$1.4 Million
0.42% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
5,370
shares
|
$1.39 Million
0.6% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,366
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
5,353
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Added 9.65%
|