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 1,055 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,005
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
6,880
shares
|
$2.05 Million
1.01% of portfolio
|
Q3 2024
Added 51.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,874
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
6,848
shares
|
$2.04 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
6,783
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
6,750
shares
|
$2.02 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,728
shares
|
$2.01 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
6,641
shares
|
$1.98 Million
0.32% of portfolio
|
Q3 2024
Added 17.37%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
6,627
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
6,614
shares
|
$1.97 Million
0.7% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
6,608
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,570
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,567
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
6,500
shares
|
$1.94 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
6,437
shares
|
$1.92 Million
0.11% of portfolio
|
Q1 2024
Added 12.99%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,357
shares
|
$1.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
6,259
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
6,234
shares
|
$1.86 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
6,220
shares
|
$1.86 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,153
shares
|
$1.84 Million
0.54% of portfolio
|
Q1 2024
Added 245.67%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
6,078
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,040
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
6,039
shares
|
$1.8 Million
0.33% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,028
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,022
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|