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 1,167 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,960
shares
|
$515,401
0.06% of portfolio
|
Q3 2022
Added 15.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
1,958
shares
|
$514,875
0.03% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,957
shares
|
$514,612
0.25% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,936
shares
|
$509,090
0.3% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,932
shares
|
$508,038
0.01% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
1,924
shares
|
$505,935
0.0% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,922
shares
|
$505,409
0.06% of portfolio
|
Q1 2023
Reduced 2.58%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,920
shares
|
$504,883
0.53% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
1,918
shares
|
$504,357
0.01% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,916
shares
|
$503,831
0.11% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
1,916
shares
|
$503,831
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
1,910
shares
|
$502,253
0.1% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
1,895
shares
|
$498,309
0.13% of portfolio
|
Q4 2024
Added 20.78%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
1,872
shares
|
$492,261
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,869
shares
|
$491,472
0.05% of portfolio
|
Q1 2022
Reduced 0.8%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,868
shares
|
$491,209
0.1% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
1,849
shares
|
$486,213
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
1,847
shares
|
$485,687
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,840
shares
|
$483,846
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,836
shares
|
$482,794
0.08% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
1,836
shares
|
$482,794
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
1,813
shares
|
$476,746
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,810
shares
|
$475,957
0.0% of portfolio
|
Q3 2024
Added 90.06%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
1,795
shares
|
$472,013
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
1,795
shares
|
$472,013
0.54% of portfolio
|
Q4 2024
New holding
|