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 $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
258,972
shares
|
$81.7 Million
0.0% of portfolio
|
Q3 2024
Added 16238.93%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
243,432
shares
|
$76.8 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
202,832
shares
|
$64 Million
1.36% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
199,823
shares
|
$63 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,973
shares
|
$59.9 Million
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
184,890
shares
|
$58.3 Million
0.12% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
180,251
shares
|
$56.8 Million
0.01% of portfolio
|
Q3 2024
Added 74.36%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
180,043
shares
|
$56.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
175,145
shares
|
$55.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
166,485
shares
|
$52.5 Million
0.11% of portfolio
|
Q3 2023
Reduced 3.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
158,203
shares
|
$49.9 Million
0.2% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
152,692
shares
|
$48.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
152,201
shares
|
$48 Million
4.27% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
147,363
shares
|
$46.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
146,965
shares
|
$46.3 Million
0.05% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
138,703
shares
|
$43.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
135,089
shares
|
$42.6 Million
0.58% of portfolio
|
Q4 2022
Reduced 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
131,825
shares
|
$41.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
131,460
shares
|
$41.5 Million
0.38% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
128,583
shares
|
$40.5 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
125,970
shares
|
$39.7 Million
4.33% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
123,623
shares
|
$39 Million
0.02% of portfolio
|
Q3 2024
Added 72.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
110,776
shares
|
$34.9 Million
0.46% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
107,580
shares
|
$33.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
105,434
shares
|
$33.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.09%
|