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 1,095 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $9.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,283
shares
|
$3.93 Million
0.08% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
13,182
shares
|
$3.9 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,127
shares
|
$3.88 Million
0.34% of portfolio
|
Q3 2023
Added 2256.73%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
13,089
shares
|
$3.87 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.53%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
12,955
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,918
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
12,915
shares
|
$3.82 Million
0.43% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,883
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
12,708
shares
|
$3.76 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,575
shares
|
$3.72 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
12,391
shares
|
$3.66 Million
0.98% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
12,376
shares
|
$3.66 Million
1.49% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
12,206
shares
|
$3.61 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,965
shares
|
$3.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,965
shares
|
$3.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
11,810
shares
|
$3.49 Million
2.52% of portfolio
|
Q4 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
11,688
shares
|
$3.46 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,492
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
11,467
shares
|
$3.39 Million
0.43% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
11,333
shares
|
$3.35 Million
2.06% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
11,273
shares
|
$3.33 Million
0.07% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
11,192
shares
|
$3.31 Million
0.76% of portfolio
|
Q2 2022
Reduced 0.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
10,977
shares
|
$3.25 Million
0.42% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
10,954
shares
|
$3.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
10,821
shares
|
$3.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.75%
|