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 1,110 institutions that hold shares in the stock, with a total of 34.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,731
shares
|
$1.1 Million
0.35% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,729
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Added 21.51%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,702
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,667
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
3,644
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,639
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,581
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Added 24.38%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,555
shares
|
$1.05 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,513
shares
|
$1.04 Million
1.19% of portfolio
|
Q4 2022
Reduced 3.59%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,511
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,496
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,489
shares
|
$1.03 Million
0.44% of portfolio
|
Q3 2024
Reduced 60.33%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
3,486
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jan 28, 2025 Q4 2024 |
3,446
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,440
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 151.09%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
3,423
shares
|
$1.01 Million
1.08% of portfolio
|
Q4 2024
Reduced 76.9%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,416
shares
|
$1.01 Million
0.43% of portfolio
|
Q4 2022
Reduced 41.93%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,400
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
3,399
shares
|
$1.01 Million
0.26% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,397
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
3,395
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
3,389
shares
|
$1 Million
0.1% of portfolio
|
Q4 2024
Added 82.11%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
3,379
shares
|
$1 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,370
shares
|
$997,688
0.07% of portfolio
|
Q3 2024
Added 20.27%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,354
shares
|
$992,951
0.01% of portfolio
|
Q4 2024
Added 484.32%
|