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 |
|---|---|---|---|---|---|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
5,145
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2023
Added 57.92%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
5,140
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2022
Reduced 3.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
5,126
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
5,059
shares
|
$1.49 Million
0.32% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
5,003
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.53%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,993
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,984
shares
|
$1.47 Million
0.86% of portfolio
|
Q2 2024
Added 11.7%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
4,882
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,802
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
4,703
shares
|
$1.38 Million
0.52% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
4,637
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,625
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
4,602
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
4,602
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,567
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
4,547
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,544
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,526
shares
|
$1.33 Million
0.48% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
4,501
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2022
Reduced 22.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,447
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,441
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,423
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
4,421
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
4,407
shares
|
$1.3 Million
0.63% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
4,388
shares
|
$1.29 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.35%
|