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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,557
shares
|
$482,327
0.29% of portfolio
|
Q3 2024
Added 165.25%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
1,555
shares
|
$481,707
0.05% of portfolio
|
Q4 2021
Reduced 5.18%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,555
shares
|
$481,707
0.12% of portfolio
|
Q1 2022
Reduced 20.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
1,555
shares
|
$481,707
0.05% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,554
shares
|
$481,398
0.02% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
1,549
shares
|
$479,849
0.14% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,542
shares
|
$477,680
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,535
shares
|
$475,512
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
1,507
shares
|
$466,838
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
1,497
shares
|
$463,740
0.06% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,496
shares
|
$463,430
0.03% of portfolio
|
Q4 2023
Reduced 5.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
1,479
shares
|
$458,164
0.04% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
1,479
shares
|
$458,164
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,477
shares
|
$457,545
0.35% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,474
shares
|
$456,615
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
1,471
shares
|
$455,686
0.06% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
1,461
shares
|
$452,588
0.24% of portfolio
|
Q3 2024
Added 41.84%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
1,460
shares
|
$452,278
0.09% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,450
shares
|
$449,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,448
shares
|
$448,561
0.01% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
1,443
shares
|
$447,012
0.38% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,440
shares
|
$446,083
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,430
shares
|
$442,985
0.14% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1,425
shares
|
$441,436
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
1,424
shares
|
$441,126
0.04% of portfolio
|
Q3 2024
Added 0.21%
|