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 1,078 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
140
shares
|
$42,102
0.03% of portfolio
|
Q1 2024
Added 4.48%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
132
shares
|
$39,696
0.0% of portfolio
|
Q2 2024
Reduced 56.29%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
131
shares
|
$39,395
0.01% of portfolio
|
Q1 2024
Added 424.0%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
129
shares
|
$38,794
0.01% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
125
shares
|
$37,591
0.05% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
124
shares
|
$37,290
0.01% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
123
shares
|
$36,989
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
121
shares
|
$36,388
0.01% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
121
shares
|
$36,388
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
118
shares
|
$35,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
115
shares
|
$34,583
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
115
shares
|
$34,583
0.0% of portfolio
|
Q2 2024
Added 10.58%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
110
shares
|
$33,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
110
shares
|
$33,080
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$30,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$30,073
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
98
shares
|
$29,471
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
95
shares
|
$28,569
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
92
shares
|
$27,667
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
91
shares
|
$27,366
0.0% of portfolio
|
Q2 2024
Reduced 89.97%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
91
shares
|
$27,366
0.01% of portfolio
|
Q4 2022
Added 82.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
91
shares
|
$27,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
90
shares
|
$27,065
0.0% of portfolio
|
Q1 2022
Reduced 71.34%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
90
shares
|
$27,065
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
88
shares
|
$26,464
0.01% of portfolio
|
Q3 2022
New holding
|