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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
32
shares
|
$9,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
30
shares
|
$9,021
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
28
shares
|
$8,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
27
shares
|
$8,119
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
27
shares
|
$8,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
24
shares
|
$7,217
0.0% of portfolio
|
Q3 2023
Added 140.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
24
shares
|
$7,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
22
shares
|
$6,616
0.01% of portfolio
|
Q3 2022
Reduced 22.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
21
shares
|
$6,315
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$6,014
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
20
shares
|
$6,014
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17
shares
|
$5,112
0.0% of portfolio
|
Q2 2023
Added 88.89%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
16
shares
|
$4,811
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
15
shares
|
$4,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15
shares
|
$4,510
0.0% of portfolio
|
Q2 2022
Reduced 34.78%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
14
shares
|
$4,210
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12
shares
|
$3,608
0.0% of portfolio
|
Q4 2021
Reduced 36.84%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
12
shares
|
$3,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
12
shares
|
$3,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
11
shares
|
$3,308
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10
shares
|
$3,007
0.0% of portfolio
|
Q4 2021
Added 66.67%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$3,007
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
9
shares
|
$2,706
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8
shares
|
$2,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6
shares
|
$1,804
0.0% of portfolio
|
Q4 2024
Reduced 84.21%
|