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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,932
shares
|
$598,494
0.01% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,922
shares
|
$595,397
0.05% of portfolio
|
Q1 2023
Reduced 2.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,919
shares
|
$594,467
0.01% of portfolio
|
Q2 2024
Reduced 8.44%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
1,914
shares
|
$592,918
0.11% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
1,898
shares
|
$587,962
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,890
shares
|
$585,484
0.52% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,869
shares
|
$578,978
0.05% of portfolio
|
Q1 2022
Reduced 0.8%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,868
shares
|
$578,669
0.1% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
1,861
shares
|
$576,500
0.06% of portfolio
|
Q3 2024
Added 31.52%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,849
shares
|
$572,783
0.1% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,844
shares
|
$571,234
0.02% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
1,842
shares
|
$570,614
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,840
shares
|
$569,995
0.26% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,836
shares
|
$568,756
0.08% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,834
shares
|
$568,136
0.0% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
1,823
shares
|
$564,728
0.44% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
1,796
shares
|
$556,364
0.1% of portfolio
|
Q4 2022
Reduced 0.39%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
1,795
shares
|
$556,055
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,784
shares
|
$552,647
0.07% of portfolio
|
Q3 2023
Reduced 34.07%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,784
shares
|
$552,647
0.24% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,753
shares
|
$543,044
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1,737
shares
|
$538,087
0.1% of portfolio
|
Q2 2023
Added 71.98%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,735
shares
|
$537,468
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
1,720
shares
|
$532,821
0.01% of portfolio
|
Q1 2019
Reduced 0.75%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,718
shares
|
$532,202
0.01% of portfolio
|
Q3 2024
Added 0.29%
|