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 |
|---|---|---|---|---|---|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
2,260
shares
|
$679,649
0.45% of portfolio
|
Q1 2023
Reduced 7.76%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
2,257
shares
|
$678,747
0.11% of portfolio
|
Q3 2024
Added 99.56%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,243
shares
|
$674,537
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,237
shares
|
$672,733
0.07% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,220
shares
|
$667,620
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,211
shares
|
$664,914
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
2,211
shares
|
$664,914
0.02% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,209
shares
|
$664,312
0.47% of portfolio
|
Q1 2023
Reduced 2.3%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,204
shares
|
$662,808
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
2,200
shares
|
$661,606
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,200
shares
|
$661,606
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,188
shares
|
$657,997
0.05% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Chartist Inc
Seal Beach, CA |
Nov 14, 2024 Q3 2024 |
2,169
shares
|
$652,283
0.46% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,143
shares
|
$644,464
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,097
shares
|
$630,630
0.02% of portfolio
|
Q2 2020
Added 0.05%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
2,092
shares
|
$629,127
0.08% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,075
shares
|
$624,014
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,040
shares
|
$613,489
0.03% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,039
shares
|
$613,188
0.03% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
2,037
shares
|
$612,587
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,023
shares
|
$608,376
0.11% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
2,005
shares
|
$602,963
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,003
shares
|
$602,362
0.08% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
2,002
shares
|
$602,061
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
1,986
shares
|
$597,249
0.06% of portfolio
|
Q2 2024
Reduced 1.34%
|