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 1,156 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
2,644
shares
|
$781,487
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,620
shares
|
$774,393
0.03% of portfolio
|
Q2 2022
Added 113.88%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,616
shares
|
$773,211
0.05% of portfolio
|
Q3 2024
Reduced 75.92%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,615
shares
|
$772,915
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,614
shares
|
$772,619
0.04% of portfolio
|
Q4 2023
Added 72.66%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
2,595
shares
|
$767,004
0.11% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,575
shares
|
$761,092
0.36% of portfolio
|
Q1 2022
Reduced 16.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,566
shares
|
$758,432
0.13% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,566
shares
|
$758,432
0.01% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,564
shares
|
$757,841
0.17% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
2,560
shares
|
$756,659
0.31% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,535
shares
|
$749,269
0.81% of portfolio
|
Q4 2020
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
2,525
shares
|
$746,314
0.01% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,513
shares
|
$742,767
0.16% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,495
shares
|
$737,447
0.13% of portfolio
|
Q2 2022
Reduced 19.93%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
2,489
shares
|
$735,673
0.24% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
2,483
shares
|
$733,900
0.52% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
2,482
shares
|
$733,604
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,477
shares
|
$732,126
0.34% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,475
shares
|
$731,535
0.11% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,472
shares
|
$730,649
0.03% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
2,467
shares
|
$729,171
0.06% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,454
shares
|
$725,328
0.04% of portfolio
|
Q1 2024
Added 51.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
2,444
shares
|
$722,373
0.03% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,439
shares
|
$720,895
0.04% of portfolio
|
Q4 2024
Added 110.44%
|