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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
957
shares
|
$296,459
0.02% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
954
shares
|
$295,530
0.13% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
953
shares
|
$295,220
0.03% of portfolio
|
Q2 2024
Reduced 89.46%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
946
shares
|
$293,051
0.01% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
945
shares
|
$292,742
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
943
shares
|
$292,122
0.01% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
943
shares
|
$292,122
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
938
shares
|
$290,573
0.01% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
938
shares
|
$290,573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
935
shares
|
$289,644
0.1% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
933
shares
|
$289,024
0.03% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
933
shares
|
$289,024
0.01% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
930
shares
|
$288,095
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
930
shares
|
$288,095
0.0% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
926
shares
|
$286,856
0.03% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
926
shares
|
$286,856
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
926
shares
|
$286,856
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
920
shares
|
$284,997
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
920
shares
|
$284,997
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
917
shares
|
$284,068
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
916
shares
|
$283,758
0.01% of portfolio
|
Q1 2023
Reduced 42.35%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
915
shares
|
$283,448
0.02% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
914
shares
|
$283,138
0.0% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
909
shares
|
$281,590
0.0% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
908
shares
|
$281,280
0.04% of portfolio
|
Q3 2024
New holding
|