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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,229
shares
|
$380,719
0.07% of portfolio
|
Q3 2022
Reduced 3.91%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,224
shares
|
$379,170
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,219
shares
|
$377,621
0.18% of portfolio
|
Q1 2023
Reduced 14.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,216
shares
|
$376,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,211
shares
|
$375,143
0.0% of portfolio
|
Q2 2024
Added 20.14%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
1,208
shares
|
$374,214
0.04% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
1,205
shares
|
$373,284
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,205
shares
|
$373,284
0.05% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,202
shares
|
$372,355
0.14% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
1,198
shares
|
$371,116
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,197
shares
|
$370,806
0.1% of portfolio
|
Q4 2023
Reduced 24.0%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
1,195
shares
|
$370,187
0.01% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
1,191
shares
|
$368,947
0.03% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
1,183
shares
|
$366,469
0.05% of portfolio
|
Q1 2023
Reduced 18.69%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,181
shares
|
$365,850
0.01% of portfolio
|
Q3 2024
Added 43.67%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,179
shares
|
$365,230
0.03% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
1,179
shares
|
$365,230
0.09% of portfolio
|
Q2 2023
Added 26.91%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
1,170
shares
|
$362,442
0.03% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,170
shares
|
$362,442
0.01% of portfolio
|
Q3 2024
Added 20.62%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,166
shares
|
$361,203
0.06% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,163
shares
|
$360,274
0.01% of portfolio
|
Q1 2024
Reduced 45.06%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,163
shares
|
$360,274
0.05% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,162
shares
|
$359,964
0.05% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,159
shares
|
$359,035
0.02% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
1,142
shares
|
$353,768
0.1% of portfolio
|
Q3 2024
Reduced 0.87%
|