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 |
|---|---|---|---|---|---|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
15,219
shares
|
$4 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
15,162
shares
|
$3.99 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,068
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2024
Added 23.8%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,901
shares
|
$3.92 Million
0.04% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
14,744
shares
|
$3.88 Million
3.91% of portfolio
|
Q4 2024
New holding
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
14,606
shares
|
$3.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
14,597
shares
|
$3.84 Million
0.01% of portfolio
|
Q4 2024
Added 27.59%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,485
shares
|
$3.81 Million
0.35% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
14,163
shares
|
$3.72 Million
0.25% of portfolio
|
Q4 2024
Added 511.53%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
14,095
shares
|
$3.71 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
13,998
shares
|
$3.68 Million
0.04% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
13,786
shares
|
$3.63 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
13,732
shares
|
$3.61 Million
0.05% of portfolio
|
Q4 2024
Added 386.26%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
13,719
shares
|
$3.61 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,605
shares
|
$3.58 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
13,564
shares
|
$3.57 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,528
shares
|
$3.56 Million
0.06% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
13,511
shares
|
$3.55 Million
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
13,453
shares
|
$3.54 Million
4.51% of portfolio
|
Q1 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
13,425
shares
|
$3.53 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
13,230
shares
|
$3.48 Million
0.95% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
13,182
shares
|
$3.47 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,127
shares
|
$3.45 Million
0.34% of portfolio
|
Q3 2023
Added 2256.73%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
13,067
shares
|
$3.44 Million
0.06% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
13,052
shares
|
$3.43 Million
0.59% of portfolio
|
Q4 2024
Added 0.3%
|