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 1,159 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
8,240
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,213
shares
|
$2.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
8,179
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,127
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
8,079
shares
|
$2.08 Million
0.59% of portfolio
|
Q3 2022
Added 7.75%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
8,049
shares
|
$2.07 Million
0.15% of portfolio
|
Q4 2024
Added 275.59%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
7,899
shares
|
$2.03 Million
0.05% of portfolio
|
Q4 2024
Added 31.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
7,723
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
7,699
shares
|
$1.98 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
7,605
shares
|
$1.96 Million
1.17% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
7,592
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 83.84%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,540
shares
|
$1.94 Million
0.46% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
7,536
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
7,520
shares
|
$1.94 Million
1.68% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
7,499
shares
|
$1.93 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,401
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
7,374
shares
|
$1.9 Million
0.31% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,367
shares
|
$1.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,235
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,214
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,148
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,141
shares
|
$1.84 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,094
shares
|
$1.83 Million
0.07% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
7,040
shares
|
$1.81 Million
1.88% of portfolio
|
Q1 2024
Reduced 23.52%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,973
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|