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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,434
shares
|
$6.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,679
shares
|
$6.52 Million
0.12% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,605
shares
|
$6.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
21,337
shares
|
$6.42 Million
1.71% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
21,337
shares
|
$6.42 Million
1.76% of portfolio
|
Q4 2022
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
21,100
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,956
shares
|
$6.3 Million
0.12% of portfolio
|
Q4 2024
Added 1376.81%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
20,836
shares
|
$6.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
20,774
shares
|
$6.25 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,308
shares
|
$6.11 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
20,254
shares
|
$6.09 Million
1.61% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
20,126
shares
|
$6.05 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
20,084
shares
|
$6.04 Million
2.75% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,887
shares
|
$5.98 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,765
shares
|
$5.94 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,470
shares
|
$5.86 Million
0.22% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
19,274
shares
|
$5.8 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
18,658
shares
|
$5.61 Million
0.76% of portfolio
|
Q3 2022
Added 45.57%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
18,606
shares
|
$5.6 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
18,427
shares
|
$5.54 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
18,391
shares
|
$5.53 Million
0.07% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,142
shares
|
$5.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.52%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
17,939
shares
|
$5.39 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
17,481
shares
|
$5.26 Million
0.16% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
17,480
shares
|
$5.26 Million
3.77% of portfolio
|
Q3 2024
Reduced 1.4%
|