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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
703
shares
|
$184,860
0.05% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
701
shares
|
$184,334
0.0% of portfolio
|
Q2 2024
Reduced 53.36%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
700
shares
|
$184,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
698
shares
|
$183,546
0.1% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
697
shares
|
$183,283
0.08% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
695
shares
|
$182,757
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
674
shares
|
$177,235
0.0% of portfolio
|
Q4 2024
Added 23.9%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
656
shares
|
$172,501
0.03% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
629
shares
|
$165,401
0.01% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
602
shares
|
$158,301
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
598
shares
|
$157,250
0.06% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
598
shares
|
$157,250
0.09% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
581
shares
|
$152,779
0.01% of portfolio
|
Q4 2024
Added 664.47%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
577
shares
|
$151,727
0.01% of portfolio
|
Q3 2024
Added 303.5%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
576
shares
|
$151,464
0.06% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
572
shares
|
$150,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
570
shares
|
$149,887
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
544
shares
|
$143,050
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
543
shares
|
$142,787
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
540
shares
|
$141,998
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
539
shares
|
$141,735
0.02% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
537
shares
|
$141,209
0.07% of portfolio
|
Q1 2024
Reduced 37.7%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
532
shares
|
$139,894
0.02% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
524
shares
|
$137,791
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
519
shares
|
$136,476
0.11% of portfolio
|
Q3 2024
New holding
|