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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,742
shares
|
$811,769
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,710
shares
|
$802,295
0.09% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
2,706
shares
|
$801,111
0.03% of portfolio
|
Q4 2024
Added 36.46%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,696
shares
|
$798,150
0.03% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
2,664
shares
|
$788,677
0.08% of portfolio
|
Q4 2024
Added 266.44%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
2,644
shares
|
$782,756
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,640
shares
|
$781,572
0.01% of portfolio
|
Q3 2024
Added 94.12%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,620
shares
|
$775,651
0.03% of portfolio
|
Q2 2022
Added 113.88%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,616
shares
|
$774,466
0.04% of portfolio
|
Q3 2024
Reduced 75.92%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,615
shares
|
$774,170
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,614
shares
|
$773,874
0.04% of portfolio
|
Q4 2023
Added 72.66%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
2,595
shares
|
$768,249
0.11% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,575
shares
|
$762,328
0.36% of portfolio
|
Q1 2022
Reduced 16.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,566
shares
|
$759,664
0.13% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,566
shares
|
$759,664
0.01% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,564
shares
|
$759,072
0.17% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
2,560
shares
|
$757,888
0.31% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,556
shares
|
$756,703
0.06% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
2,549
shares
|
$754,631
0.01% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,535
shares
|
$750,486
0.81% of portfolio
|
Q4 2020
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
2,525
shares
|
$747,526
0.01% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,513
shares
|
$743,973
0.16% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,495
shares
|
$738,644
0.13% of portfolio
|
Q2 2022
Reduced 19.93%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,492
shares
|
$737,756
0.44% of portfolio
|
Q3 2023
Added 1.3%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
2,489
shares
|
$736,868
0.24% of portfolio
|
Q4 2024
Reduced 0.08%
|