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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,960
shares
|
$580,258
0.06% of portfolio
|
Q3 2022
Added 15.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
1,958
shares
|
$579,665
0.03% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,957
shares
|
$579,369
0.25% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,956
shares
|
$579,073
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,942
shares
|
$574,929
0.01% of portfolio
|
Q3 2024
Reduced 99.72%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,936
shares
|
$573,152
0.3% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,932
shares
|
$571,968
0.01% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,922
shares
|
$569,008
0.05% of portfolio
|
Q1 2023
Reduced 2.58%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,920
shares
|
$568,416
0.53% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,919
shares
|
$568,119
0.01% of portfolio
|
Q2 2024
Reduced 8.44%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,916
shares
|
$567,231
0.11% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
1,895
shares
|
$561,014
0.13% of portfolio
|
Q4 2024
Added 20.78%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,869
shares
|
$553,317
0.05% of portfolio
|
Q1 2022
Reduced 0.8%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,868
shares
|
$553,021
0.1% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,849
shares
|
$547,396
0.1% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
1,849
shares
|
$547,396
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
1,847
shares
|
$546,804
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,840
shares
|
$544,732
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,836
shares
|
$543,547
0.08% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
1,795
shares
|
$531,409
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
1,790
shares
|
$529,929
0.06% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
1,787
shares
|
$529,041
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,784
shares
|
$528,153
0.07% of portfolio
|
Q3 2023
Reduced 34.07%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,784
shares
|
$528,153
0.24% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,763
shares
|
$521,936
0.02% of portfolio
|
Q4 2024
New holding
|