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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,269
shares
|
$1.37 Million
0.26% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,231
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
5,176
shares
|
$1.34 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
5,145
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2023
Added 57.92%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,140
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2022
Reduced 3.02%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,119
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Bridge City Capital, LLC
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
5,068
shares
|
$1.31 Million
0.39% of portfolio
|
Q4 2024
Added 305.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,018
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 198.51%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,993
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
4,916
shares
|
$1.27 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,900
shares
|
$1.27 Million
0.06% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
4,863
shares
|
$1.26 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,844
shares
|
$1.25 Million
0.37% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
4,806
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,802
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
4,793
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 5167.03%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
4,704
shares
|
$1.22 Million
0.71% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,655
shares
|
$1.21 Million
0.41% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
4,601
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
4,576
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
4,560
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,544
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,528
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
4,502
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,501
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2022
Reduced 22.17%
|