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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
16,565
shares
|
$5.13 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
16,370
shares
|
$5.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,324
shares
|
$5.06 Million
0.12% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16,321
shares
|
$5.06 Million
0.33% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
16,301
shares
|
$5.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
16,290
shares
|
$5.05 Million
0.5% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
15,597
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
15,490
shares
|
$4.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
15,396
shares
|
$4.77 Million
0.07% of portfolio
|
Q3 2024
Reduced 50.45%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
15,308
shares
|
$4.74 Million
2.95% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
15,259
shares
|
$4.73 Million
0.16% of portfolio
|
Q3 2024
Reduced 30.55%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
15,001
shares
|
$4.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$4.65 Million
1.05% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
14,821
shares
|
$4.59 Million
4.17% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
14,752
shares
|
$4.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.02%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,507
shares
|
$4.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,362
shares
|
$4.45 Million
0.04% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,202
shares
|
$4.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
13,869
shares
|
$4.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
13,719
shares
|
$4.25 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,605
shares
|
$4.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
13,477
shares
|
$4.17 Million
0.03% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 13, 2024 Q3 2024 |
13,453
shares
|
$4.17 Million
3.42% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
13,319
shares
|
$4.13 Million
0.54% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
13,182
shares
|
$4.08 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.18%
|