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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,127
shares
|
$3.86 Million
0.34% of portfolio
|
Q3 2023
Added 2256.73%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
13,013
shares
|
$3.83 Million
0.58% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,969
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,883
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
12,789
shares
|
$3.76 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
12,780
shares
|
$3.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,495
shares
|
$3.67 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
12,264
shares
|
$3.61 Million
1.43% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,171
shares
|
$3.58 Million
0.04% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,046
shares
|
$3.54 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
11,982
shares
|
$3.52 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
11,810
shares
|
$3.47 Million
2.92% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
11,662
shares
|
$3.43 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,468
shares
|
$3.37 Million
0.07% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
11,467
shares
|
$3.37 Million
0.46% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
11,441
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Added 55.55%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
11,319
shares
|
$3.33 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
11,245
shares
|
$3.31 Million
0.27% of portfolio
|
Q3 2024
Reduced 50.05%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
11,192
shares
|
$3.29 Million
0.76% of portfolio
|
Q2 2022
Reduced 0.3%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
10,883
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,874
shares
|
$3.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
10,799
shares
|
$3.18 Million
0.2% of portfolio
|
Q1 2023
Reduced 4.43%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
10,752
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
10,742
shares
|
$3.16 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
10,739
shares
|
$3.16 Million
0.03% of portfolio
|
Q3 2024
Added 15.44%
|