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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
38,960
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
38,403
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
38,065
shares
|
$11.2 Million
5.4% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
36,928
shares
|
$10.9 Million
2.16% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
36,799
shares
|
$10.8 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
35,936
shares
|
$10.6 Million
0.1% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
35,206
shares
|
$10.4 Million
7.16% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
35,129
shares
|
$10.3 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
35,087
shares
|
$10.3 Million
3.99% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,047
shares
|
$9.72 Million
11.98% of portfolio
|
Q1 2023
Reduced 56.87%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
32,773
shares
|
$9.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
32,322
shares
|
$9.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,520
shares
|
$9.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
30,963
shares
|
$9.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
30,769
shares
|
$9.05 Million
1.62% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
30,665
shares
|
$9.02 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,372
shares
|
$8.93 Million
0.44% of portfolio
|
Q3 2024
Added 497.87%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
30,335
shares
|
$8.92 Million
0.15% of portfolio
|
Q3 2024
Reduced 43.4%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
29,691
shares
|
$8.73 Million
3.87% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
29,479
shares
|
$8.67 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,447
shares
|
$8.66 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
28,821
shares
|
$8.47 Million
0.06% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
28,717
shares
|
$8.44 Million
1.93% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
28,691
shares
|
$8.44 Million
3.75% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
28,548
shares
|
$8.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.14%
|