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 1,086 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
92
shares
|
$27,284
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
91
shares
|
$26,987
0.0% of portfolio
|
Q2 2024
Reduced 89.97%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
91
shares
|
$26,987
0.01% of portfolio
|
Q4 2022
Added 82.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
91
shares
|
$26,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
90
shares
|
$26,691
0.0% of portfolio
|
Q1 2022
Reduced 71.34%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
90
shares
|
$26,691
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
88
shares
|
$26,098
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
84
shares
|
$24,911
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
83
shares
|
$24,615
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
82
shares
|
$24,318
0.0% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
81
shares
|
$24,022
0.01% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
80
shares
|
$23,725
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
80
shares
|
$23,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
77
shares
|
$22,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
76
shares
|
$22,539
0.0% of portfolio
|
Q4 2023
Reduced 56.82%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
76
shares
|
$22,539
0.02% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
75
shares
|
$22,242
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
75
shares
|
$22,242
0.02% of portfolio
|
Q1 2023
Reduced 68.62%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
74
shares
|
$21,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
72
shares
|
$21,353
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
72
shares
|
$21,353
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
70
shares
|
$20,759
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
70
shares
|
$20,759
0.02% of portfolio
|
Q3 2024
Reduced 35.19%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$20,759
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
70
shares
|
$20,759
0.0% of portfolio
|
Q3 2022
Reduced 14.63%
|