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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,763
shares
|
$521,936
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
1,762
shares
|
$521,640
0.1% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,753
shares
|
$518,975
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,751
shares
|
$518,383
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
1,737
shares
|
$514,238
0.1% of portfolio
|
Q2 2023
Added 71.98%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,735
shares
|
$513,646
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
1,733
shares
|
$513,054
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
1,720
shares
|
$509,206
0.01% of portfolio
|
Q1 2019
Reduced 0.75%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
1,718
shares
|
$508,613
0.33% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,694
shares
|
$501,508
0.3% of portfolio
|
Q1 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,692
shares
|
$500,916
0.27% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,688
shares
|
$499,732
0.11% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,685
shares
|
$498,844
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
1,683
shares
|
$498,252
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,682
shares
|
$497,956
0.24% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,681
shares
|
$497,660
0.01% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
1,666
shares
|
$493,219
0.39% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,666
shares
|
$493,219
0.02% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,661
shares
|
$491,739
0.01% of portfolio
|
Q3 2024
Reduced 72.49%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,629
shares
|
$482,265
0.01% of portfolio
|
Q4 2023
Reduced 1.57%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,618
shares
|
$479,008
0.19% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
1,604
shares
|
$474,864
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
1,601
shares
|
$473,976
0.02% of portfolio
|
Q4 2024
Reduced 27.59%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,594
shares
|
$471,903
0.05% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,589
shares
|
$470,423
0.01% of portfolio
|
Q3 2024
Added 5.3%
|