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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
5,275
shares
|
$1.59 Million
0.57% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
5,251
shares
|
$1.58 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,226
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
5,176
shares
|
$1.56 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
5,145
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2023
Added 57.92%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
5,140
shares
|
$1.55 Million
0.24% of portfolio
|
Q3 2022
Reduced 3.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
5,126
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
5,059
shares
|
$1.52 Million
0.32% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,993
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,984
shares
|
$1.5 Million
0.86% of portfolio
|
Q2 2024
Added 11.7%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,844
shares
|
$1.46 Million
0.37% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,802
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
4,704
shares
|
$1.41 Million
0.71% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,655
shares
|
$1.4 Million
0.41% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
4,637
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,625
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
4,602
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,567
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
4,547
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,544
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,526
shares
|
$1.36 Million
0.48% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
4,501
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2022
Reduced 22.17%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
4,452
shares
|
$1.34 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,447
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Added 6.67%
|