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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

$263.62
+0.88 (+0.33%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Number of
Institutional Buyers
(last 12 months)
479
Total
Institutional Inflows
(last 12 months)
$4.18B
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$1.08B
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IWO Institutional Buying and Selling by Quarter

iShares Russell 2000 Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/30/2024 Cambridge Trust Co.3,496$947K0.0%+12.9%0.008%
5/29/2024 Alexander Labrunerie & CO. Inc.882$239K0.1%N/A0.002%
5/29/2024 Garde Capital Inc.3,041$823K0.1%-7.7%0.007%
5/24/2024 Cetera Advisor Networks LLC151,276$40.97M0.2%-3.7%0.363%
5/24/2024 Cetera Advisors LLC58,888$15.95M0.1%+12.5%0.141%
5/24/2024 Cetera Investment Advisers272,261$73.73M0.2%+206.7%0.653%
5/21/2024 Atria Investments Inc6,487$1.76M0.0%+40.2%0.016%
5/17/2024 Citizens Financial Group Inc. RI3,689$999K0.0%-1.0%0.009%
5/17/2024 New Covenant Trust Company N.A.280$76K0.1%N/A0.001%
5/17/2024 William Howard & Co Financial Advisors Inc1,846$500K0.5%N/A0.004%
5/17/2024 XML Financial LLC18,747$5.08M0.5%+3.1%0.045%
5/17/2024 First Western Trust Bank2,722$737K0.0%-2.4%0.007%
5/17/2024 Beacon Capital Management LLC131$35K0.0%+424.0%0.000%
5/17/2024 Comerica Bank70,759$19.16M0.1%-5.9%0.170%
5/17/2024 Coppell Advisory Solutions Corp.887$240K0.0%N/A0.002%
5/16/2024 FSA Wealth Management LLC34,322$9.29M4.0%+3.3%0.082%
5/16/2024 B. Riley Wealth Advisors Inc.6,629$1.80M0.0%+9.3%0.016%
5/16/2024 Vawter Financial Ltd.4,462$1.21M0.9%-15.9%0.011%
5/16/2024 Connective Capital Management LLC13,453$3.64M5.5%N/A0.032%
5/16/2024 Waverly Advisors LLC13,181$3.57M0.1%+173.9%0.032%
5/16/2024 Silvercrest Asset Management Group LLC132,736$35.95M0.2%-1.1%0.318%
5/16/2024 Captrust Financial Advisors68,472$18.54M0.1%-25.3%0.164%
5/15/2024 SVB Wealth LLC17,104$4.63M0.1%-4.8%0.041%
5/15/2024 Flow Traders U.S. LLC27,564$7.46M0.4%+256.4%0.066%
5/15/2024 BOKF NA24,565$6.60M0.1%-3.9%0.059%
5/15/2024 Kestra Advisory Services LLC61,480$16.65M0.1%+0.7%0.147%
5/15/2024 Steel Grove Capital Advisors LLC10,921$2.96M0.1%-16.9%0.026%
5/15/2024 1832 Asset Management L.P.1,008$273K0.0%+17.9%0.002%
5/15/2024 Linscomb Wealth Inc.2,454$665K0.0%+52.0%0.006%
5/14/2024 First Commonwealth Financial Corp PA 11,663$3.16M0.8%+5.7%0.028%
5/14/2024 EP Wealth Advisors LLC24,092$6.52M0.1%-2.6%0.058%
5/14/2024 Freestone Capital Holdings LLC4,150$1.12M0.0%+14.2%0.010%
5/14/2024 CreativeOne Wealth LLC6,723$1.82M0.1%+9.9%0.016%
5/13/2024 Bessemer Group Inc.362$98K0.0%-79.6%0.001%
5/13/2024 Shakespeare Wealth Management LLC5,625$1.52M0.4%-2.8%0.013%
5/13/2024 O Shaughnessy Asset Management LLC2,467$668K0.0%-3.7%0.006%
5/13/2024 Rockport Wealth LLC1,899$514K0.2%N/A0.005%
5/11/2024 Catalytic Wealth RIA LLC1,295$351K0.1%N/A0.003%
5/11/2024 Patten & Patten Inc. TN1,205$326K0.0%N/A0.003%
5/10/2024 Osaic Holdings Inc.100,688$27.28M0.1%-24.5%0.239%
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5/10/2024 Blue Barn Wealth LLC1,012$274K0.2%-14.2%0.002%
5/10/2024 Rodgers & Associates LTD18,680$5.06M0.6%-3.3%0.044%
5/10/2024 TIAA Trust National Association1,397,796$378.99M1.2%+4.0%3.312%
5/10/2024 Alera Investment Advisors LLC8,254$2.24M0.3%-9.7%0.020%
5/10/2024 Spirepoint Private Client LLC897$243K0.0%N/A0.002%
5/10/2024 First Foundation Advisors4,631$1.25M0.1%+11.0%0.011%
5/10/2024 Banco BTG Pactual S.A.1,400$379K0.1%+16.6%0.003%
5/9/2024 Brighton Jones LLC10,140$2.75M0.1%-2.2%0.024%
5/9/2024 Leo Wealth LLC913$247K0.0%-21.2%0.002%
5/9/2024 Private Portfolio Partners LLC2,356$638K0.1%-3.0%0.006%
5/9/2024 Blair William & Co. IL32,166$8.71M0.0%-16.3%0.076%
5/9/2024 Kingsview Wealth Management LLC4,050$1.10M0.0%-1.5%0.010%
5/9/2024 Midwest Professional Planners LTD.9,819$2.66M0.9%N/A0.023%
5/9/2024 Portland Global Advisors LLC739$200K0.0%N/A0.002%
5/9/2024 Eagle Bay Advisors LLC1,388$376K0.2%+141.4%0.003%
5/9/2024 BHK Investment Advisors LLC1,073$291K0.1%+12.1%0.003%
5/8/2024 Barings LLC1,471,650$398.52M10.0%-2.2%3.487%
5/8/2024 Foundation Wealth Management LLC18,256$4.94M4.0%-1.7%0.043%
5/8/2024 MAI Capital Management98,703$26.73M0.3%+4.7%0.234%
5/8/2024 William Blair Investment Management LLC44,939$12.17M0.0%+5.1%0.106%
5/8/2024 Bleakley Financial Group LLC4,844$1.31M0.0%+0.9%0.011%
5/8/2024 Avantax Advisory Services Inc.12,492$3.38M0.0%-36.4%0.030%
5/8/2024 US Bancorp DE464,550$125.80M0.2%+2.6%1.101%
5/8/2024 Tranquility Partners LLC4,347$1.18M0.5%+4.0%0.010%
5/8/2024 Headlands Technologies LLC957$259K0.1%+268.1%0.002%
5/8/2024 Thoroughbred Financial Services LLC1,398$378K0.0%-6.7%0.003%
5/7/2024 Verus Capital Partners LLC5,849$1.58M0.2%-24.8%0.014%
5/7/2024 Meeder Asset Management Inc.6,316$1.71M0.1%-46.9%0.015%
5/7/2024 Pointe Capital Management LLC1,899$514K0.3%+119.5%0.005%
5/7/2024 Sei Investments Co.202,148$54.74M0.1%-5.6%0.479%
5/7/2024 Bedel Financial Consulting Inc.2,549$690K0.1%-2.6%0.006%
5/7/2024 SilverOak Wealth Management LLC5,098$1.38M0.3%-2.1%0.012%
5/7/2024 Allegheny Financial Group LTD2,920$791K0.2%+9.9%0.007%
5/7/2024 Primoris Wealth Advisors LLC15,585$4.22M3.4%N/A0.037%
5/7/2024 Smithfield Trust Co767$208K0.0%-58.8%0.002%
5/7/2024 TimesSquare Capital Management LLC64,500$17.47M0.3%-31.2%0.153%
5/7/2024 Nelson Capital Management LLC1,275$345K0.1%+10.9%0.003%
5/7/2024 PFG Advisors1,603$434K0.0%N/A0.004%
5/7/2024 Oppenheimer & Co. Inc.25,382$6.87M0.1%+54.1%0.060%
5/7/2024 Wealthspire Advisors LLC34,854$9.44M0.1%+7.1%0.083%
5/6/2024 Envestnet Portfolio Solutions Inc.2,133$578K0.0%+27.8%0.005%
5/6/2024 Concord Investment Counsel Inc.1,507$408K0.1%N/A0.004%
5/6/2024 Advisory Services Network LLC11,416$3.09M0.1%+418.2%0.027%
5/6/2024 TFG Advisers LLC934$253K0.1%-4.1%0.002%
5/4/2024 Geneva Capital Management LLC34,588$9.37M0.2%-44.3%0.082%
5/4/2024 Geneos Wealth Management Inc.7,771$2.10M0.1%+2.5%0.018%
5/4/2024 Team Hewins LLC23,514$6.37M0.9%-0.2%0.056%
5/4/2024 Csenge Advisory Group1,918$519K0.0%+63.1%0.005%
5/4/2024 Glassman Wealth Services907$246K0.0%+7.6%0.002%
5/3/2024 Embree Financial Group1,265$342K0.1%+4.5%0.003%
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5/3/2024 Avidian Wealth Solutions LLC33,166$8.98M0.4%-6.5%0.079%
5/3/2024 Larson Financial Group LLC17,413$4.72M0.4%-0.6%0.041%
5/3/2024 Rehmann Capital Advisory Group7,940$2.15M0.2%-6.4%0.019%
5/3/2024 Commerce Bank279,560$75.71M0.5%-0.4%0.662%
5/3/2024 Proficio Capital Partners LLC105,851$28.60M3.1%N/A0.251%
5/3/2024 Whittier Trust Co. of Nevada Inc.37,854$10.25M0.3%+0.2%0.090%
5/3/2024 Whittier Trust Co.24,992$6.77M0.1%-0.2%0.059%
5/2/2024 Financial Counselors Inc.13,408$3.63M0.1%-5.7%0.032%
5/2/2024 Mutual of America Capital Management LLC17,836$4.83M0.1%N/A0.042%
5/2/2024 Lwmg LLC5,405$1.46M0.3%+8.7%0.013%
(Data available from 1/1/2016 forward)

IWO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWO shares?

During the previous two years, 891 institutional investors and hedge funds held shares of iShares Russell 2000 Growth ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($39.47B), Bank of America Corp DE ($694.45M), Morgan Stanley ($680.31M), Barings LLC ($398.52M), TIAA Trust National Association ($378.99M), TIAA FSB ($333.21M), and Envestnet Asset Management Inc. ($279.52M).Learn more on IWO's institutional investors.

Which institutional investors have been buying iShares Russell 2000 Growth ETF stock?

Of the 745 institutional investors that purchased iShares Russell 2000 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($7.35M), CFS Investment Advisory Services LLC ($5.18M), Alaska Permanent Fund Corp ($1.71M), TIAA Trust National Association ($1.41M), Cassaday & Co Wealth Management LLC ($818.25K), Victory Capital Management Inc. ($568.42K), and PRW Wealth Management LLC ($526.89K).

How much institutional buying is happening at iShares Russell 2000 Growth ETF?

Institutional investors have bought a total of 28,912,914 shares in the last 24 months. This purchase volume represents approximately $6.60B in transactions.

Which iShares Russell 2000 Growth ETF major shareholders have been selling company stock?

Of the 527 institutional investors that sold iShares Russell 2000 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($3.22M), Alaska Permanent Fund Corp ($1.66M), Toronto Dominion Bank ($1.35M), BNP Paribas Arbitrage SNC ($744.25K), Wells Fargo & Company MN ($649.66K), Bank of America Corp DE ($510.46K), and TIAA FSB ($436.54K).

How much institutional selling is happening at iShares Russell 2000 Growth ETF?

Institutional investors have sold a total of 14,605,441 shares in the last 24 months. This volume of shares sold represents approximately $3.22B in transactions.


This page (NYSEARCA:IWO) was last updated on 6/1/2024 by MarketBeat.com Staff

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