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 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
44,728
shares
|
$11.8 Million
0.89% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
44,125
shares
|
$11.6 Million
0.13% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
43,083
shares
|
$11.3 Million
0.18% of portfolio
|
Q4 2024
Added 134.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
42,777
shares
|
$11.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
42,563
shares
|
$11.2 Million
4.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
42,150
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 143.56%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
40,841
shares
|
$10.7 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
39,917
shares
|
$10.5 Million
1.27% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
39,725
shares
|
$10.4 Million
0.04% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
39,688
shares
|
$10.4 Million
7.82% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,023
shares
|
$10.3 Million
0.51% of portfolio
|
Q3 2022
Reduced 16.83%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
38,271
shares
|
$10.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Feb 11, 2025 Q4 2024 |
38,165
shares
|
$10 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
37,768
shares
|
$9.93 Million
2.25% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
37,705
shares
|
$9.91 Million
0.27% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
37,705
shares
|
$9.91 Million
5.16% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
37,682
shares
|
$9.91 Million
0.01% of portfolio
|
Q4 2024
Added 51.05%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
36,144
shares
|
$9.5 Million
0.03% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
35,201
shares
|
$9.26 Million
7.21% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
34,708
shares
|
$9.13 Million
4.06% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
33,512
shares
|
$8.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.73%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,047
shares
|
$8.69 Million
11.98% of portfolio
|
Q1 2023
Reduced 56.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
32,847
shares
|
$8.64 Million
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
32,776
shares
|
$8.62 Million
0.01% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
32,604
shares
|
$8.57 Million
0.06% of portfolio
|
Q4 2024
Added 3.44%
|