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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
74
shares
|
$21,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
72
shares
|
$20,508
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
70
shares
|
$19,938
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
70
shares
|
$19,938
0.02% of portfolio
|
Q3 2024
Reduced 35.19%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$19,938
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
70
shares
|
$19,938
0.0% of portfolio
|
Q3 2022
Reduced 14.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
68
shares
|
$19,369
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
67
shares
|
$19,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
64
shares
|
$18,229
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
60
shares
|
$17,090
0.01% of portfolio
|
Q1 2024
Reduced 6.25%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
60
shares
|
$17,090
0.0% of portfolio
|
Q4 2024
Reduced 40.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
58
shares
|
$16,520
0.0% of portfolio
|
Q2 2024
Added 544.44%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
58
shares
|
$16,520
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
54
shares
|
$15,381
0.0% of portfolio
|
Q3 2022
Reduced 31.65%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
54
shares
|
$15,381
0.0% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
52
shares
|
$14,811
0.01% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$14,241
0.0% of portfolio
|
Q1 2023
Reduced 30.56%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
50
shares
|
$14,241
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
49
shares
|
$13,957
0.01% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$13,672
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
48
shares
|
$13,672
0.0% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
48
shares
|
$13,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
45
shares
|
$12,817
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
42
shares
|
$11,963
0.0% of portfolio
|
Q4 2023
Reduced 86.36%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
41
shares
|
$11,678
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|