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 $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
764
shares
|
$228,092
0.07% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
764
shares
|
$228,092
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
758
shares
|
$226,300
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
757
shares
|
$226,002
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
756
shares
|
$225,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
755
shares
|
$225,405
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
751
shares
|
$224,211
0.01% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
750
shares
|
$223,912
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
750
shares
|
$223,912
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
749
shares
|
$223,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
748
shares
|
$223,315
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
746
shares
|
$222,718
0.03% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
744
shares
|
$222,121
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
738
shares
|
$220,329
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
736
shares
|
$219,732
0.05% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
735
shares
|
$219,434
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
731
shares
|
$218,240
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
727
shares
|
$217,045
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
727
shares
|
$217,045
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
727
shares
|
$217,045
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
726
shares
|
$216,747
0.02% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
725
shares
|
$216,448
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
723
shares
|
$215,851
0.01% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
720
shares
|
$214,956
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
720
shares
|
$214,956
0.01% of portfolio
|
Q3 2024
New holding
|