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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
57,079
shares
|
$17.7 Million
0.29% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
57,005
shares
|
$17.7 Million
4.8% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
57,005
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
56,609
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
55,097
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
54,894
shares
|
$17 Million
0.45% of portfolio
|
Q4 2023
Added 2.92%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
53,021
shares
|
$16.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
51,614
shares
|
$16 Million
2.15% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
50,264
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
50,000
shares
|
$15.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
47,859
shares
|
$14.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
47,719
shares
|
$14.8 Million
0.38% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Times Square Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
46,500
shares
|
$14.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
46,009
shares
|
$14.3 Million
6.18% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
45,878
shares
|
$14.2 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
44,930
shares
|
$13.9 Million
2.92% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
44,631
shares
|
$13.8 Million
0.88% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
42,967
shares
|
$13.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
42,827
shares
|
$13.3 Million
0.93% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
42,814
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
42,237
shares
|
$13.1 Million
0.12% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
42,122
shares
|
$13 Million
5.99% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
41,163
shares
|
$12.8 Million
0.52% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
39,917
shares
|
$12.4 Million
1.27% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,023
shares
|
$12.1 Million
0.51% of portfolio
|
Q3 2022
Reduced 16.83%
|