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 35.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,502
shares
|
$394,965
0.02% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
1,501
shares
|
$394,702
0.06% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
1,499
shares
|
$394,177
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,496
shares
|
$393,388
0.03% of portfolio
|
Q4 2023
Reduced 5.79%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
1,489
shares
|
$391,547
0.1% of portfolio
|
Q3 2024
Reduced 32.55%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
1,487
shares
|
$391,021
0.22% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,485
shares
|
$390,495
0.03% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
1,479
shares
|
$388,917
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,477
shares
|
$388,391
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,475
shares
|
$387,865
0.03% of portfolio
|
Q4 2024
Reduced 24.67%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
1,473
shares
|
$387,340
0.34% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,471
shares
|
$386,814
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
1,460
shares
|
$383,921
0.1% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
1,459
shares
|
$383,658
0.01% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,448
shares
|
$380,766
0.38% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,448
shares
|
$380,766
0.01% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,448
shares
|
$380,766
0.14% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
1,429
shares
|
$375,769
0.07% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1,427
shares
|
$375,243
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
1,421
shares
|
$373,666
0.21% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,415
shares
|
$372,088
0.0% of portfolio
|
Q2 2022
Reduced 93.42%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,401
shares
|
$368,406
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,401
shares
|
$368,406
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,394
shares
|
$366,566
0.09% of portfolio
|
Q1 2023
Added 66.55%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,390
shares
|
$365,514
0.03% of portfolio
|
Q4 2024
New holding
|