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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$20,583
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
70
shares
|
$20,583
0.0% of portfolio
|
Q3 2022
Reduced 14.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
68
shares
|
$19,995
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
67
shares
|
$19,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
64
shares
|
$18,819
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
60
shares
|
$17,643
0.01% of portfolio
|
Q1 2024
Reduced 6.25%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
58
shares
|
$17,054
0.0% of portfolio
|
Q2 2024
Added 544.44%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
58
shares
|
$17,054
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
54
shares
|
$15,878
0.0% of portfolio
|
Q3 2022
Reduced 31.65%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
54
shares
|
$15,878
0.0% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
52
shares
|
$15,290
0.01% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$14,702
0.0% of portfolio
|
Q1 2023
Reduced 30.56%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
50
shares
|
$14,702
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$14,408
0.01% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$14,114
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
48
shares
|
$14,114
0.0% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
45
shares
|
$13,232
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
42
shares
|
$12,350
0.0% of portfolio
|
Q4 2023
Reduced 86.36%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
41
shares
|
$12,056
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
41
shares
|
$12,056
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
41
shares
|
$12,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
41
shares
|
$12,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
40
shares
|
$11,762
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
39
shares
|
$11,467
0.0% of portfolio
|
Q3 2024
Added 69.57%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
38
shares
|
$11,173
0.0% of portfolio
|
Q3 2024
Added 216.67%
|