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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
922
shares
|
$277,273
0.03% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
921
shares
|
$276,972
0.02% of portfolio
|
Q4 2024
Reduced 99.64%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
920
shares
|
$276,671
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
917
shares
|
$275,769
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
916
shares
|
$275,468
0.01% of portfolio
|
Q1 2023
Reduced 42.35%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
915
shares
|
$275,167
0.02% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
914
shares
|
$274,867
0.0% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
913
shares
|
$274,566
0.06% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
909
shares
|
$273,363
0.0% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
908
shares
|
$273,062
0.03% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
907
shares
|
$272,762
0.01% of portfolio
|
Q2 2024
Reduced 29.53%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
907
shares
|
$272,762
0.01% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
906
shares
|
$272,461
0.02% of portfolio
|
Q4 2024
Reduced 23.93%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
905
shares
|
$272,160
0.08% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
903
shares
|
$271,559
0.03% of portfolio
|
Q2 2024
Reduced 16.62%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
902
shares
|
$271,258
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
900
shares
|
$270,657
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
896
shares
|
$269,454
0.03% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
896
shares
|
$269,454
0.01% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
895
shares
|
$269,153
0.02% of portfolio
|
Q2 2023
Reduced 33.21%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
892
shares
|
$268,251
0.13% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
892
shares
|
$268,251
0.12% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
891
shares
|
$267,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
890
shares
|
$267,649
0.08% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
887
shares
|
$266,747
0.05% of portfolio
|
Q1 2024
New holding
|