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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,103
shares
|
$933,165
0.03% of portfolio
|
Q4 2024
Added 184.68%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
3,085
shares
|
$927,752
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
3,084
shares
|
$927,451
0.54% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
3,060
shares
|
$920,233
0.1% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
3,044
shares
|
$915,422
0.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,009
shares
|
$904,896
0.03% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$902,190
0.13% of portfolio
|
Q3 2024
Added 262.32%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$902,190
0.03% of portfolio
|
Q4 2020
Reduced 1.64%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,991
shares
|
$899,483
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,964
shares
|
$891,363
0.26% of portfolio
|
Q4 2024
Added 47.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,959
shares
|
$889,860
0.03% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,920
shares
|
$878,131
0.01% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,888
shares
|
$868,508
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,886
shares
|
$867,906
0.09% of portfolio
|
Q2 2019
Added 8.5%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,886
shares
|
$867,906
0.0% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,879
shares
|
$865,801
0.02% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,861
shares
|
$860,388
0.03% of portfolio
|
Q2 2024
Added 11.5%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
2,847
shares
|
$856,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,842
shares
|
$854,674
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
2,824
shares
|
$849,261
0.01% of portfolio
|
Q3 2024
Reduced 60.51%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,822
shares
|
$848,660
0.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,815
shares
|
$846,554
0.11% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,800
shares
|
$842,044
0.07% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,794
shares
|
$840,239
0.04% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
2,793
shares
|
$839,938
0.19% of portfolio
|
Q4 2024
Added 6.28%
|