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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,959
shares
|
$925,220
0.03% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,920
shares
|
$913,025
0.01% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,888
shares
|
$903,019
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
2,886
shares
|
$902,394
0.09% of portfolio
|
Q2 2019
Added 8.5%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,886
shares
|
$902,394
0.0% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,879
shares
|
$900,205
0.02% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,861
shares
|
$894,577
0.03% of portfolio
|
Q2 2024
Added 11.5%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
2,847
shares
|
$890,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,842
shares
|
$888,636
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
2,824
shares
|
$883,008
0.01% of portfolio
|
Q3 2024
Reduced 60.51%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,820
shares
|
$881,757
0.31% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
2,815
shares
|
$880,194
0.11% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,800
shares
|
$875,504
0.07% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,794
shares
|
$873,627
0.04% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,781
shares
|
$869,563
0.05% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,767
shares
|
$865,185
0.01% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,760
shares
|
$862,996
0.14% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,742
shares
|
$857,368
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,710
shares
|
$847,362
0.09% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
2,698
shares
|
$843,610
0.03% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,644
shares
|
$826,725
0.17% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
2,644
shares
|
$826,725
0.18% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
2,644
shares
|
$826,725
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,640
shares
|
$825,475
0.01% of portfolio
|
Q3 2024
Added 94.12%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
2,628
shares
|
$821,723
0.17% of portfolio
|
Q3 2024
Added 1.78%
|