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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,487
shares
|
$1.16 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
4,455
shares
|
$1.15 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
4,455
shares
|
$1.15 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
4,452
shares
|
$1.15 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,450
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
4,425
shares
|
$1.15 Million
0.9% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
4,421
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,407
shares
|
$1.14 Million
0.63% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
4,392
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
4,388
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.35%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,282
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2023
Added 7.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,260
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,237
shares
|
$1.1 Million
0.57% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
4,224
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,207
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,181
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 196.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,173
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
4,170
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,161
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 57.61%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
4,127
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,095
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
4,093
shares
|
$1.06 Million
0.45% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
4,064
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
4,047
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
4,018
shares
|
$1.04 Million
0.54% of portfolio
|
Q4 2024
Added 27.56%
|