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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
37
shares
|
$10,879
0.0% of portfolio
|
Q2 2024
Reduced 47.89%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
35
shares
|
$10,291
0.01% of portfolio
|
Q2 2024
Reduced 85.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
34
shares
|
$9,997
0.0% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
33
shares
|
$9,703
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
33
shares
|
$9,703
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
30
shares
|
$8,821
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
30
shares
|
$8,821
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
28
shares
|
$8,233
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
27
shares
|
$7,939
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
24
shares
|
$7,057
0.0% of portfolio
|
Q3 2023
Added 140.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
24
shares
|
$7,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
22
shares
|
$6,469
0.01% of portfolio
|
Q3 2022
Reduced 22.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
21
shares
|
$6,175
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
20
shares
|
$5,881
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$5,881
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
20
shares
|
$5,881
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17
shares
|
$4,998
0.0% of portfolio
|
Q2 2023
Added 88.89%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
17
shares
|
$4,998
0.0% of portfolio
|
Q2 2024
Reduced 55.26%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
16
shares
|
$4,704
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
15
shares
|
$4,410
0.0% of portfolio
|
Q2 2022
Reduced 34.78%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
14
shares
|
$4,116
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12
shares
|
$3,528
0.0% of portfolio
|
Q4 2021
Reduced 36.84%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
11
shares
|
$3,234
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10
shares
|
$2,940
0.0% of portfolio
|
Q4 2021
Added 66.67%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$2,940
0.0% of portfolio
|
Q1 2024
New holding
|