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 1,156 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,630,750
shares
|
$881 Million
0.09% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,546,380
shares
|
$618 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
1,544,050
shares
|
$375 Million
10.99% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,510,035
shares
|
$366 Million
1.32% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,373,161
shares
|
$333 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,104,237
shares
|
$268 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
891,217
shares
|
$216 Million
7.01% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
829,236
shares
|
$201 Million
0.06% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
729,339
shares
|
$177 Million
2.31% of portfolio
|
Q4 2024
Added 1423.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
661,839
shares
|
$161 Million
0.13% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
657,857
shares
|
$160 Million
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
554,097
shares
|
$134 Million
0.01% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
553,656
shares
|
$134 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
544,607
shares
|
$132 Million
5.24% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
535,490
shares
|
$130 Million
0.06% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
503,878
shares
|
$122 Million
0.03% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
498,369
shares
|
$121 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
477,341
shares
|
$116 Million
1.14% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
469,737
shares
|
$114 Million
0.02% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
420,058
shares
|
$102 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
391,767
shares
|
$95 Million
0.56% of portfolio
|
Q2 2023
Reduced 97.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
361,297
shares
|
$87.6 Million
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
349,989
shares
|
$84.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
342,598
shares
|
$83.1 Million
0.06% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
280,790
shares
|
$68.1 Million
0.18% of portfolio
|
Q4 2024
Added 1.55%
|