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 |
|---|---|---|---|---|---|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,131
shares
|
$350,361
0.22% of portfolio
|
Q1 2022
Added 3.57%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,130
shares
|
$350,051
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
1,128
shares
|
$349,431
0.06% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
1,126
shares
|
$348,812
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
1,125
shares
|
$348,502
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
1,125
shares
|
$348,502
0.1% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,120
shares
|
$346,953
0.04% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
1,120
shares
|
$346,953
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,119
shares
|
$346,643
0.04% of portfolio
|
Q2 2023
Added 26.3%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
1,104
shares
|
$341,997
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,104
shares
|
$341,997
0.01% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
1,104
shares
|
$341,997
0.11% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,094
shares
|
$338,899
0.07% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
1,091
shares
|
$337,969
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,090
shares
|
$337,660
0.01% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
1,086
shares
|
$336,421
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,074
shares
|
$332,703
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,070
shares
|
$331,464
0.18% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,069
shares
|
$331,154
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
1,068
shares
|
$330,845
0.0% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
1,067
shares
|
$330,535
0.06% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,066
shares
|
$330,225
0.01% of portfolio
|
Q4 2022
Reduced 8.58%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,061
shares
|
$328,676
0.05% of portfolio
|
Q4 2023
Reduced 5.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
1,056
shares
|
$327,127
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,051
shares
|
$325,578
0.01% of portfolio
|
Q3 2024
Added 3403.33%
|