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 $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
21,396
shares
|
$6.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
21,337
shares
|
$6.37 Million
1.71% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
21,337
shares
|
$6.37 Million
1.76% of portfolio
|
Q4 2022
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
21,100
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
20,876
shares
|
$6.23 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
20,774
shares
|
$6.2 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
20,456
shares
|
$6.11 Million
0.06% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
20,287
shares
|
$6.06 Million
0.54% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
20,254
shares
|
$6.05 Million
1.55% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
20,084
shares
|
$6 Million
2.75% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
19,888
shares
|
$5.94 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,765
shares
|
$5.9 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
19,481
shares
|
$5.82 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,470
shares
|
$5.81 Million
0.22% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
18,658
shares
|
$5.57 Million
0.76% of portfolio
|
Q3 2022
Added 45.57%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
18,427
shares
|
$5.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
18,391
shares
|
$5.49 Million
0.07% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,142
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.52%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
18,015
shares
|
$5.38 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
17,481
shares
|
$5.22 Million
0.16% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
17,480
shares
|
$5.22 Million
3.77% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
17,454
shares
|
$5.21 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,306
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2024
Added 78.8%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
16,726
shares
|
$4.99 Million
0.08% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
16,661
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|