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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
602
shares
|
$181,039
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
598
shares
|
$179,836
0.06% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
598
shares
|
$179,836
0.09% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
577
shares
|
$173,521
0.01% of portfolio
|
Q3 2024
Added 303.5%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
574
shares
|
$172,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
574
shares
|
$172,619
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
544
shares
|
$163,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
544
shares
|
$163,597
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
542
shares
|
$162,995
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
540
shares
|
$162,394
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
537
shares
|
$161,492
0.07% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
533
shares
|
$160,289
0.01% of portfolio
|
Q3 2024
Added 35.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
532
shares
|
$159,988
0.02% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
519
shares
|
$156,078
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
516
shares
|
$155,176
0.08% of portfolio
|
Q1 2023
Reduced 11.95%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
515
shares
|
$154,875
0.08% of portfolio
|
Q3 2024
Reduced 48.5%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
513
shares
|
$154,274
0.05% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
505
shares
|
$151,868
0.06% of portfolio
|
Q3 2024
Reduced 36.64%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
500
shares
|
$150,365
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
497
shares
|
$149,462
0.03% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
490
shares
|
$147,357
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
483
shares
|
$145,252
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
471
shares
|
$141,643
0.02% of portfolio
|
Q3 2021
Added 4.43%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
459
shares
|
$138,035
0.01% of portfolio
|
Q4 2023
Added 1250.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
456
shares
|
$137,132
0.03% of portfolio
|
Q4 2023
Reduced 25.0%
|