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 1,167 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 $9.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
1,138
shares
|
$303,015
0.05% of portfolio
|
Q2 2023
Reduced 3.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,135
shares
|
$302,216
0.01% of portfolio
|
Q4 2024
Added 37.08%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
1,133
shares
|
$301,683
0.02% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
1,132
shares
|
$301,417
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,131
shares
|
$301,151
0.22% of portfolio
|
Q1 2022
Added 3.57%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,125
shares
|
$299,553
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,120
shares
|
$298,222
0.05% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,119
shares
|
$297,956
0.04% of portfolio
|
Q2 2023
Added 26.3%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
1,104
shares
|
$293,962
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
1,101
shares
|
$293,163
0.09% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,094
shares
|
$291,299
0.07% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,092
shares
|
$290,766
0.01% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
1,086
shares
|
$289,169
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
1,068
shares
|
$284,376
0.0% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
1,067
shares
|
$284,110
0.06% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,066
shares
|
$283,843
0.01% of portfolio
|
Q4 2022
Reduced 8.58%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,062
shares
|
$282,778
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
1,060
shares
|
$282,246
0.05% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
1,054
shares
|
$280,648
0.02% of portfolio
|
Q4 2024
Added 23.42%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
1,049
shares
|
$279,317
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,045
shares
|
$278,252
0.04% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
1,041
shares
|
$277,187
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,041
shares
|
$277,187
0.01% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
1,038
shares
|
$276,388
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
1,036
shares
|
$275,855
0.15% of portfolio
|
Q4 2024
Reduced 26.11%
|