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 |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
757
shares
|
$201,566
0.01% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
756
shares
|
$201,300
0.09% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
751
shares
|
$199,968
0.01% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
748
shares
|
$199,169
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
747
shares
|
$198,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
746
shares
|
$198,637
0.03% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
741
shares
|
$197,306
0.09% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
740
shares
|
$197,039
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
736
shares
|
$195,974
0.03% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
735
shares
|
$195,708
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
733
shares
|
$195,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
731
shares
|
$194,643
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
727
shares
|
$193,578
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
726
shares
|
$193,312
0.03% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
723
shares
|
$192,513
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
720
shares
|
$191,714
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
720
shares
|
$191,714
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
720
shares
|
$191,714
0.02% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
720
shares
|
$191,714
0.0% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
720
shares
|
$191,714
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
717
shares
|
$190,915
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
716
shares
|
$190,649
0.0% of portfolio
|
Q4 2024
Reduced 95.41%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
715
shares
|
$190,383
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
712
shares
|
$189,584
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
707
shares
|
$188,252
0.0% of portfolio
|
Q3 2024
New holding
|