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 1,091 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
368
shares
|
$109,262
0.04% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
367
shares
|
$108,965
0.02% of portfolio
|
Q2 2021
Reduced 82.48%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
360
shares
|
$106,887
0.02% of portfolio
|
Q4 2023
Reduced 29.55%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
351
shares
|
$104,215
0.04% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
344
shares
|
$102,137
0.01% of portfolio
|
Q4 2024
Added 189.08%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
324
shares
|
$96,198
0.0% of portfolio
|
Q3 2024
Added 406.25%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
311
shares
|
$92,339
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
300
shares
|
$89,073
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
287
shares
|
$85,213
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
284
shares
|
$84,322
0.0% of portfolio
|
Q3 2024
Added 226.44%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
278
shares
|
$82,540
0.01% of portfolio
|
Q2 2024
Reduced 46.23%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
276
shares
|
$81,947
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
275
shares
|
$81,650
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
265
shares
|
$78,681
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
265
shares
|
$78,681
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
254
shares
|
$75,415
0.01% of portfolio
|
Q2 2024
Reduced 27.43%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
252
shares
|
$74,821
0.04% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
251
shares
|
$74,524
0.04% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
250
shares
|
$74,227
0.01% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
249
shares
|
$73,930
0.01% of portfolio
|
Q2 2020
Reduced 15.59%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
245
shares
|
$72,742
0.02% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
240
shares
|
$71,258
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
235
shares
|
$69,773
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
225
shares
|
$66,804
0.03% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
221
shares
|
$65,617
0.03% of portfolio
|
Q4 2024
Reduced 3.91%
|