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 1,166 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
48
shares
|
$12,539
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
48
shares
|
$12,539
0.0% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
48
shares
|
$12,539
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
46
shares
|
$12,017
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
45
shares
|
$11,755
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
45
shares
|
$11,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
42
shares
|
$10,972
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$10,972
0.0% of portfolio
|
Q4 2023
Reduced 86.36%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
41
shares
|
$10,710
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
41
shares
|
$10,710
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
40
shares
|
$10,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
40
shares
|
$10,449
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
39
shares
|
$10,188
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
37
shares
|
$9,665
0.0% of portfolio
|
Q4 2024
Added 23.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
37
shares
|
$9,665
0.0% of portfolio
|
Q2 2024
Reduced 47.89%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
36
shares
|
$9,404
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
36
shares
|
$9,404
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
36
shares
|
$9,404
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
34
shares
|
$8,882
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
34
shares
|
$8,882
0.0% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
33
shares
|
$8,620
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
33
shares
|
$8,620
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
32
shares
|
$8,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
31
shares
|
$8,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
30
shares
|
$7,837
0.0% of portfolio
|
Q4 2021
New holding
|