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 1,094 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
15
shares
|
$4,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15
shares
|
$4,453
0.0% of portfolio
|
Q2 2022
Reduced 34.78%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$4,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
12
shares
|
$3,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12
shares
|
$3,562
0.0% of portfolio
|
Q4 2021
Reduced 36.84%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
12
shares
|
$3,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
12
shares
|
$3,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
11
shares
|
$3,266
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10
shares
|
$2,969
0.0% of portfolio
|
Q4 2021
Added 66.67%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$2,672
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8
shares
|
$2,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6
shares
|
$1,781
0.0% of portfolio
|
Q4 2024
Reduced 84.21%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
6
shares
|
$1,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$1,484
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5
shares
|
$1,484
0.0% of portfolio
|
Q2 2024
Reduced 87.5%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
Reduced 96.9%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4
shares
|
$1,187
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$890
0.08% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2
shares
|
$593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2
shares
|
$593
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$593
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$296
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1
shares
|
$296
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|