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 1,156 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,275
shares
|
$376,851
0.06% of portfolio
|
Q1 2024
Added 10.87%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
1,275
shares
|
$376,851
0.31% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
1,270
shares
|
$375,373
0.01% of portfolio
|
Q4 2024
Added 25.74%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
1,264
shares
|
$373,600
0.03% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,260
shares
|
$372,418
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,259
shares
|
$372,122
0.28% of portfolio
|
Q1 2023
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,250
shares
|
$369,462
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
1,250
shares
|
$369,462
0.07% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,248
shares
|
$368,871
0.09% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,248
shares
|
$368,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,242
shares
|
$367,097
0.12% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
1,231
shares
|
$363,846
0.07% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,229
shares
|
$363,255
0.07% of portfolio
|
Q3 2022
Reduced 3.91%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,228
shares
|
$362,959
0.09% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
1,221
shares
|
$360,890
0.02% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,219
shares
|
$360,299
0.18% of portfolio
|
Q1 2023
Reduced 14.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,217
shares
|
$359,708
0.01% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,211
shares
|
$357,935
0.0% of portfolio
|
Q2 2024
Added 20.14%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,210
shares
|
$357,639
0.04% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
First Light Asset Management, LLC
Edina, MN |
Feb 14, 2025 Q4 2024 |
1,208
shares
|
$357,048
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
1,205
shares
|
$356,161
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
1,205
shares
|
$356,161
0.05% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
1,202
shares
|
$355,275
0.14% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,202
shares
|
$355,275
0.04% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
1,198
shares
|
$354,092
0.14% of portfolio
|
Q4 2023
New holding
|