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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
28,481
shares
|
$8.37 Million
0.94% of portfolio
|
Q3 2022
Added 25.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
28,457
shares
|
$8.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
28,182
shares
|
$8.29 Million
0.02% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
27,529
shares
|
$8.09 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
27,428
shares
|
$8.07 Million
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
26,694
shares
|
$7.85 Million
1.31% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 01, 2024 Q3 2024 |
26,343
shares
|
$7.75 Million
4.44% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
26,252
shares
|
$7.72 Million
0.07% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
25,952
shares
|
$7.63 Million
0.04% of portfolio
|
Q3 2024
Added 18.21%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
25,828
shares
|
$7.59 Million
0.06% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
25,631
shares
|
$7.54 Million
6.17% of portfolio
|
Q3 2021
Reduced 0.43%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
25,582
shares
|
$7.52 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
24,946
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
24,319
shares
|
$7.15 Million
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
24,313
shares
|
$7.15 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
24,080
shares
|
$7.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
23,558
shares
|
$6.93 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
23,464
shares
|
$6.9 Million
2.51% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
23,439
shares
|
$6.89 Million
0.03% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
23,291
shares
|
$6.85 Million
0.6% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,189
shares
|
$6.82 Million
2.23% of portfolio
|
Q3 2022
Added 1.17%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,494
shares
|
$6.61 Million
0.09% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,434
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,679
shares
|
$6.37 Million
0.12% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,605
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Added 0.83%
|