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 |
|---|---|---|---|---|---|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,887
shares
|
$5.23 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
19,747
shares
|
$5.19 Million
2.49% of portfolio
|
Q4 2024
Reduced 64.98%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
19,723
shares
|
$5.19 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
19,274
shares
|
$5.07 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
18,658
shares
|
$4.91 Million
0.76% of portfolio
|
Q3 2022
Added 45.57%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
18,606
shares
|
$4.89 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
18,531
shares
|
$4.87 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
18,427
shares
|
$4.85 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,410
shares
|
$4.84 Million
0.03% of portfolio
|
Q4 2024
Added 6382.39%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
18,131
shares
|
$4.77 Million
0.11% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
17,939
shares
|
$4.72 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
17,481
shares
|
$4.6 Million
0.16% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
17,121
shares
|
$4.5 Million
0.18% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
16,968
shares
|
$4.46 Million
1.15% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
16,895
shares
|
$4.44 Million
0.07% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
16,660
shares
|
$4.38 Million
3.72% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
16,658
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,460
shares
|
$4.33 Million
0.02% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
16,321
shares
|
$4.29 Million
0.33% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
16,231
shares
|
$4.27 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,907
shares
|
$4.18 Million
0.07% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
15,657
shares
|
$4.12 Million
2.27% of portfolio
|
Q4 2024
Reduced 22.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
15,526
shares
|
$4.08 Million
0.01% of portfolio
|
Q4 2024
Added 86.97%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,329
shares
|
$4.03 Million
0.46% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
15,318
shares
|
$4.03 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.11%
|