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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,695
shares
|
$525,077
0.11% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
1,694
shares
|
$524,767
0.3% of portfolio
|
Q1 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
1,692
shares
|
$524,147
0.25% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$521,979
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
1,683
shares
|
$521,359
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,682
shares
|
$521,049
0.24% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,681
shares
|
$520,740
0.01% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
1,678
shares
|
$519,810
0.37% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
1,666
shares
|
$516,093
0.02% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,661
shares
|
$514,544
0.01% of portfolio
|
Q3 2024
Reduced 72.49%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,629
shares
|
$504,631
0.01% of portfolio
|
Q4 2023
Reduced 1.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,621
shares
|
$502,153
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,618
shares
|
$501,224
0.19% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
1,616
shares
|
$500,604
0.31% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
1,604
shares
|
$496,887
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,589
shares
|
$492,240
0.01% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,587
shares
|
$491,620
0.04% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
1,571
shares
|
$486,664
0.1% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
1,570
shares
|
$486,354
0.25% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,570
shares
|
$486,354
0.03% of portfolio
|
Q3 2024
Reduced 38.58%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
1,569
shares
|
$486,044
0.12% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,568
shares
|
$485,735
0.58% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,565
shares
|
$484,805
0.03% of portfolio
|
Q2 2024
Added 8.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,562
shares
|
$483,876
0.03% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
1,557
shares
|
$482,327
0.2% of portfolio
|
Q4 2023
Added 1.7%
|