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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
115
shares
|
$32,756
0.0% of portfolio
|
Q2 2024
Added 10.58%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
110
shares
|
$31,332
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
110
shares
|
$31,332
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
109
shares
|
$31,047
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$28,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$28,483
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
98
shares
|
$27,914
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
95
shares
|
$27,059
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
92
shares
|
$26,205
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
91
shares
|
$25,920
0.0% of portfolio
|
Q2 2024
Reduced 89.97%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
91
shares
|
$25,920
0.01% of portfolio
|
Q4 2022
Added 82.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
91
shares
|
$25,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
90
shares
|
$25,635
0.0% of portfolio
|
Q1 2022
Reduced 71.34%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
90
shares
|
$25,635
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
88
shares
|
$25,065
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
84
shares
|
$23,926
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
83
shares
|
$23,641
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
82
shares
|
$23,356
0.0% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
81
shares
|
$23,072
0.01% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
80
shares
|
$22,787
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
76
shares
|
$21,647
0.0% of portfolio
|
Q4 2023
Reduced 56.82%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
76
shares
|
$21,647
0.02% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
75
shares
|
$21,362
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
75
shares
|
$21,362
0.01% of portfolio
|
Q2 2024
Added 212.5%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
75
shares
|
$21,362
0.02% of portfolio
|
Q1 2023
Reduced 68.62%
|