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 |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,620
shares
|
$811,623
0.03% of portfolio
|
Q2 2022
Added 113.88%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
2,616
shares
|
$810,384
0.01% of portfolio
|
Q3 2024
Reduced 26.29%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,616
shares
|
$810,384
0.04% of portfolio
|
Q3 2024
Reduced 75.92%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,614
shares
|
$809,764
0.04% of portfolio
|
Q4 2023
Added 72.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,599
shares
|
$805,118
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,579
shares
|
$798,922
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
2,575
shares
|
$797,683
0.37% of portfolio
|
Q1 2022
Reduced 16.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,566
shares
|
$794,895
0.13% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,556
shares
|
$791,797
0.06% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
2,550
shares
|
$789,938
0.31% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
2,549
shares
|
$789,629
0.01% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
2,539
shares
|
$786,531
0.1% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,535
shares
|
$785,292
0.79% of portfolio
|
Q4 2020
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,532
shares
|
$784,362
0.39% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,495
shares
|
$772,901
0.13% of portfolio
|
Q2 2022
Reduced 19.93%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,492
shares
|
$771,971
0.44% of portfolio
|
Q3 2023
Added 1.3%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
2,491
shares
|
$771,661
0.24% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,489
shares
|
$771,042
0.02% of portfolio
|
Q3 2024
Reduced 66.77%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
2,485
shares
|
$769,803
0.41% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,475
shares
|
$766,705
0.11% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
2,473
shares
|
$766,085
0.11% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,459
shares
|
$761,749
0.42% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
2,454
shares
|
$760,200
0.03% of portfolio
|
Q1 2024
Added 51.95%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
2,441
shares
|
$756,172
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
2,416
shares
|
$748,428
0.38% of portfolio
|
Q4 2021
New holding
|