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 |
|---|---|---|---|---|---|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$888,150
0.13% of portfolio
|
Q3 2024
Added 262.32%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
3,000
shares
|
$888,150
0.03% of portfolio
|
Q4 2020
Reduced 1.64%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,991
shares
|
$885,485
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
2,979
shares
|
$881,932
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,964
shares
|
$877,492
0.26% of portfolio
|
Q4 2024
Added 47.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,959
shares
|
$876,011
0.03% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
2,950
shares
|
$873,347
0.03% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,920
shares
|
$864,466
0.01% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,888
shares
|
$854,992
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,886
shares
|
$854,400
0.09% of portfolio
|
Q2 2019
Added 8.5%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,886
shares
|
$854,400
0.0% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,861
shares
|
$846,999
0.03% of portfolio
|
Q2 2024
Added 11.5%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,849
shares
|
$843,446
0.26% of portfolio
|
Q4 2024
Added 43.96%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,842
shares
|
$841,374
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,822
shares
|
$835,453
0.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
2,819
shares
|
$834,564
0.06% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,815
shares
|
$833,380
0.11% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,794
shares
|
$827,163
0.04% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
2,793
shares
|
$826,867
0.19% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,780
shares
|
$823,019
0.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,771
shares
|
$820,354
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,767
shares
|
$819,170
0.01% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
2,765
shares
|
$818,578
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,761
shares
|
$817,394
0.02% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
2,760
shares
|
$817,098
0.15% of portfolio
|
Q3 2024
Reduced 12.13%
|