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 1,056 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 $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
10,646
shares
|
$3.13 Million
0.08% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
10,476
shares
|
$3.08 Million
2.07% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
10,467
shares
|
$3.08 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
10,293
shares
|
$3.03 Million
0.11% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,214
shares
|
$3 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
10,203
shares
|
$3 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
10,126
shares
|
$2.98 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
9,900
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.07%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
9,824
shares
|
$2.89 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
9,806
shares
|
$2.88 Million
0.27% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
9,788
shares
|
$2.88 Million
1.06% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,630
shares
|
$2.83 Million
2.15% of portfolio
|
Q1 2022
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
9,517
shares
|
$2.8 Million
0.09% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
9,325
shares
|
$2.74 Million
0.56% of portfolio
|
Q2 2022
Added 10.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
9,181
shares
|
$2.7 Million
0.08% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
9,051
shares
|
$2.66 Million
0.04% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,026
shares
|
$2.65 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,928
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
8,836
shares
|
$2.6 Million
0.11% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
8,813
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
8,680
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
8,654
shares
|
$2.54 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,543
shares
|
$2.51 Million
0.09% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
8,455
shares
|
$2.49 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,445
shares
|
$2.48 Million
0.25% of portfolio
|
Q4 2023
Reduced 4.61%
|