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 $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,382
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2024
Added 74.65%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
4,353
shares
|
$1.35 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,287
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Added 68.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,282
shares
|
$1.33 Million
0.17% of portfolio
|
Q1 2023
Added 7.18%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,237
shares
|
$1.31 Million
0.57% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
4,224
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,177
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
4,123
shares
|
$1.28 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
4,105
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Reduced 36.68%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,095
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
4,051
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
4,011
shares
|
$1.24 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,004
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2023
Reduced 13.18%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,965
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
3,945
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
3,929
shares
|
$1.22 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,874
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,841
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,836
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
3,834
shares
|
$1.19 Million
0.4% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,831
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,816
shares
|
$1.18 Million
0.13% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,802
shares
|
$1.18 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
3,789
shares
|
$1.17 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,779
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|