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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
905
shares
|
$240,974
0.08% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
903
shares
|
$240,441
0.03% of portfolio
|
Q2 2024
Reduced 16.62%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
902
shares
|
$240,175
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
900
shares
|
$239,642
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
896
shares
|
$238,577
0.01% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
895
shares
|
$238,311
0.02% of portfolio
|
Q2 2023
Reduced 33.21%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
893
shares
|
$237,779
0.0% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
892
shares
|
$237,512
0.13% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
892
shares
|
$237,512
0.12% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
890
shares
|
$236,980
0.08% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
887
shares
|
$236,181
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
886
shares
|
$235,915
0.07% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
878
shares
|
$233,785
0.11% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
871
shares
|
$231,921
0.0% of portfolio
|
Q4 2024
Added 38.47%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
868
shares
|
$231,122
0.07% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
860
shares
|
$228,992
0.02% of portfolio
|
Q1 2024
Reduced 10.42%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
859
shares
|
$228,725
0.01% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
858
shares
|
$228,459
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
855
shares
|
$227,660
0.01% of portfolio
|
Q1 2024
Reduced 41.52%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
853
shares
|
$227,128
0.04% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
850
shares
|
$226,329
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
842
shares
|
$224,199
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
841
shares
|
$223,933
0.13% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
839
shares
|
$223,400
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
832
shares
|
$221,536
0.0% of portfolio
|
Q1 2022
Added 0.12%
|