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 1,062 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,188
shares
|
$623,229
0.05% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Chartist Inc
Seal Beach, CA |
Nov 14, 2024 Q3 2024 |
2,169
shares
|
$617,817
0.46% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,143
shares
|
$610,412
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,097
shares
|
$597,309
0.02% of portfolio
|
Q2 2020
Added 0.05%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
2,092
shares
|
$595,885
0.08% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,075
shares
|
$591,043
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
2,037
shares
|
$580,219
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,023
shares
|
$576,231
0.11% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
2,013
shares
|
$573,382
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,011
shares
|
$572,813
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,003
shares
|
$570,534
0.08% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
2,002
shares
|
$570,249
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
2,001
shares
|
$569,964
0.04% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
1,986
shares
|
$565,692
0.06% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,984
shares
|
$565,122
0.03% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
1,983
shares
|
$564,837
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
1,983
shares
|
$564,837
0.0% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
1,979
shares
|
$563,698
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
1,969
shares
|
$560,849
0.33% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,960
shares
|
$558,286
0.06% of portfolio
|
Q3 2022
Added 15.63%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,958
shares
|
$557,716
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,958
shares
|
$557,716
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,957
shares
|
$557,431
0.24% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,956
shares
|
$557,147
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,942
shares
|
$553,159
0.01% of portfolio
|
Q3 2024
Reduced 99.72%
|