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 1,091 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
41
shares
|
$12,173
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
41
shares
|
$12,173
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
40
shares
|
$11,876
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
39
shares
|
$11,579
0.0% of portfolio
|
Q3 2024
Added 69.57%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
37
shares
|
$10,985
0.0% of portfolio
|
Q4 2024
Added 23.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
37
shares
|
$10,985
0.0% of portfolio
|
Q2 2024
Reduced 47.89%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
34
shares
|
$10,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
34
shares
|
$10,094
0.0% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
33
shares
|
$9,798
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
33
shares
|
$9,798
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
32
shares
|
$9,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
30
shares
|
$8,907
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
27
shares
|
$8,016
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
27
shares
|
$8,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25
shares
|
$7,422
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
24
shares
|
$7,125
0.0% of portfolio
|
Q3 2023
Added 140.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
24
shares
|
$7,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
22
shares
|
$6,532
0.01% of portfolio
|
Q3 2022
Reduced 22.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
21
shares
|
$6,235
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$5,938
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
20
shares
|
$5,938
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
20
shares
|
$5,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17
shares
|
$5,047
0.0% of portfolio
|
Q2 2023
Added 88.89%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
17
shares
|
$5,047
0.0% of portfolio
|
Q4 2024
Reduced 51.43%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
16
shares
|
$4,750
0.0% of portfolio
|
Q4 2022
New holding
|