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 1,062 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
723
shares
|
$205,939
0.01% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
720
shares
|
$205,084
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
720
shares
|
$205,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
717
shares
|
$204,230
0.0% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
717
shares
|
$204,230
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
715
shares
|
$203,660
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
714
shares
|
$203,375
0.03% of portfolio
|
Q1 2023
Reduced 22.73%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
712
shares
|
$202,806
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
710
shares
|
$202,236
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
707
shares
|
$201,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
701
shares
|
$199,672
0.0% of portfolio
|
Q2 2024
Reduced 53.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
700
shares
|
$199,387
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
647
shares
|
$184,291
0.01% of portfolio
|
Q3 2024
Added 309.49%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
635
shares
|
$180,873
0.01% of portfolio
|
Q2 2024
Reduced 63.17%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
630
shares
|
$179,449
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
629
shares
|
$179,164
0.0% of portfolio
|
Q3 2024
Added 555.21%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
598
shares
|
$170,334
0.06% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
596
shares
|
$169,764
0.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
577
shares
|
$164,352
0.01% of portfolio
|
Q3 2024
Added 303.5%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
574
shares
|
$163,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
574
shares
|
$163,498
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
544
shares
|
$154,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
544
shares
|
$154,952
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
542
shares
|
$154,383
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
540
shares
|
$153,813
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|