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 1,091 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
6,427
shares
|
$1.91 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,395
shares
|
$1.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,347
shares
|
$1.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
6,259
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
6,220
shares
|
$1.85 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,153
shares
|
$1.83 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
|
$1.8 Million
0.08% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
6,046
shares
|
$1.8 Million
1.72% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,040
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
6,039
shares
|
$1.79 Million
0.33% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,022
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,016
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,005
shares
|
$1.78 Million
0.99% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,002
shares
|
$1.78 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
5,971
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
5,938
shares
|
$1.76 Million
0.62% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
5,880
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
5,863
shares
|
$1.74 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,805
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,803
shares
|
$1.72 Million
1.11% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
5,794
shares
|
$1.72 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
5,737
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 93.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,628
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,615
shares
|
$1.67 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,612
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Added 0.02%
|