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 |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
1,179
shares
|
$349,042
0.09% of portfolio
|
Q2 2023
Added 26.91%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
1,174
shares
|
$347,562
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
1,172
shares
|
$346,970
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
1,170
shares
|
$346,378
0.03% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,170
shares
|
$346,378
0.01% of portfolio
|
Q3 2024
Added 20.62%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
1,167
shares
|
$345,490
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,166
shares
|
$345,194
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,163
shares
|
$344,306
0.01% of portfolio
|
Q1 2024
Reduced 45.06%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,163
shares
|
$344,306
0.05% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,162
shares
|
$344,010
0.05% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
1,159
shares
|
$343,121
0.04% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
1,148
shares
|
$339,865
0.3% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,135
shares
|
$336,016
0.01% of portfolio
|
Q4 2024
Added 37.08%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,131
shares
|
$334,832
0.22% of portfolio
|
Q1 2022
Added 3.57%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,130
shares
|
$334,536
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,125
shares
|
$333,056
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,120
shares
|
$331,576
0.05% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,119
shares
|
$331,279
0.04% of portfolio
|
Q2 2023
Added 26.3%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
1,104
shares
|
$326,839
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,104
shares
|
$326,839
0.01% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
1,101
shares
|
$325,951
0.09% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,094
shares
|
$323,878
0.07% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,092
shares
|
$323,286
0.01% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
1,086
shares
|
$321,510
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,070
shares
|
$316,773
0.18% of portfolio
|
Q3 2024
Added 7.0%
|