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 1,057 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 $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
3,328
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 63.63%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
3,301
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2023
Reduced 14.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,277
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,261
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
3,260
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2022
Added 5.16%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
3,224
shares
|
$1.01 Million
0.54% of portfolio
|
Q3 2024
Added 75.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
3,217
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
3,212
shares
|
$1 Million
0.37% of portfolio
|
Q1 2024
Added 66.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,198
shares
|
$999,950
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
3,170
shares
|
$991,195
0.3% of portfolio
|
Q1 2019
New holding
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
3,159
shares
|
$987,756
0.41% of portfolio
|
Q4 2021
Reduced 12.47%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,150
shares
|
$984,942
0.44% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$979,313
0.09% of portfolio
|
Q4 2023
Reduced 0.63%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
3,124
shares
|
$976,812
0.46% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
3,109
shares
|
$972,122
0.11% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,091
shares
|
$966,493
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
3,085
shares
|
$964,617
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
3,084
shares
|
$964,305
0.54% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,069
shares
|
$959,614
0.06% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
3,060
shares
|
$956,800
0.1% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,009
shares
|
$940,854
0.03% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
3,003
shares
|
$938,978
0.05% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,000
shares
|
$938,040
0.18% of portfolio
|
Q3 2024
Added 262.32%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$938,040
0.03% of portfolio
|
Q4 2020
Reduced 1.64%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,991
shares
|
$935,225
0.07% of portfolio
|
Q3 2024
Added 0.57%
|