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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
38,403
shares
|
$11.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
37,705
shares
|
$11.3 Million
5.16% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
36,928
shares
|
$11.1 Million
2.16% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
36,799
shares
|
$11.1 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
35,936
shares
|
$10.8 Million
0.1% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
35,206
shares
|
$10.6 Million
7.16% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
35,129
shares
|
$10.6 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
35,087
shares
|
$10.6 Million
3.99% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,047
shares
|
$9.94 Million
11.98% of portfolio
|
Q1 2023
Reduced 56.87%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
32,773
shares
|
$9.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
32,322
shares
|
$9.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,520
shares
|
$9.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
30,963
shares
|
$9.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
30,769
shares
|
$9.25 Million
1.62% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
30,665
shares
|
$9.22 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,372
shares
|
$9.13 Million
0.44% of portfolio
|
Q3 2024
Added 497.87%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
30,335
shares
|
$9.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 43.4%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
29,479
shares
|
$8.87 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,447
shares
|
$8.86 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
28,821
shares
|
$8.67 Million
0.06% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
28,717
shares
|
$8.64 Million
1.93% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
28,691
shares
|
$8.63 Million
3.75% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
28,690
shares
|
$8.63 Million
3.1% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
28,548
shares
|
$8.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
28,481
shares
|
$8.57 Million
0.94% of portfolio
|
Q3 2022
Added 25.6%
|