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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

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

Current
Institutional Ownership
Percentage
74.88%
Number of
Institutional Buyers
(last 12 months)
595
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
443
Total
Institutional Outflows
(last 12 months)
$1.40B
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IWO Institutional Buying and Selling by Quarter

iShares Russell 2000 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Affinity Capital Advisors LLC4,868$1.58M0.2%-2.5%0.012%
10/9/2025Prosperity Planning Inc.3,161$1.01M0.3%-2.4%0.008%
10/9/2025Embree Financial Group1,043$334K0.0%-10.7%0.003%
10/9/2025Riversedge Advisors LLC3,555$1.14M0.2%-1.7%0.009%
10/8/2025Fiduciary Alliance LLC2,993$958K0.1%+8.9%0.007%
10/8/2025Retirement Wealth Solutions LLC115$37K0.0%N/A0.000%
10/8/2025Balefire LLC720$230K0.0%N/A0.002%
10/8/2025Country Club Bank2,029$649K0.0%-14.7%0.005%
10/7/2025 Montecito Bank & Trust11,912$3.81M0.6%N/A0.029%
10/7/2025 LBJ Family Wealth Advisors Ltd.25,566$8.18M4.5%-1.2%0.063%
10/7/2025 Stephens Group Asset Management LLC74,835$23.95M1.6%+121.2%0.185%
10/7/2025 Friday Financial1,772$567K0.2%+62.0%0.004%
10/6/2025 Orgel Wealth Management LLC1,341$429K0.0%+4.8%0.003%
10/6/2025 LWM Advisors Inc.22,215$7.11M6.4%+1.6%0.055%
10/6/2025 Venture Visionary Partners LLC2,749$880K0.0%-1.9%0.007%
10/3/2025 Aaron Wealth Advisors LLC694$222K0.0%N/A0.002%
10/3/2025 Dentgroup LLC1,254$401K0.3%-3.6%0.003%
10/2/2025 Global Wealth Strategies & Associates799$256K0.1%-6.2%0.002%
9/26/2025Corient Private Wealth LLC232,004$66.31M0.1%-41.6%0.575%
9/26/2025Capital A Wealth Management LLC410$117K1.2%+1,950.0%0.001%
9/12/2025Valeo Financial Advisors LLC4,733$1.35M0.0%+3.0%0.012%
9/4/2025Osaic Holdings Inc.64,703$18.48M0.0%+12.8%0.160%
9/3/2025American Trust3,362$961K0.1%N/A0.008%
8/29/2025Centaurus Financial Inc.3,915$1.12M0.1%+6.7%0.010%
8/27/2025Squarepoint Ops LLC4,367$1.25M0.0%-70.2%0.011%
8/26/2025Thrivent Financial for Lutherans5,869$1.68M0.0%-17.2%0.015%
8/21/2025Clarion Wealth Managment Partners LLC3,893$1.11M1.2%N/A0.010%
8/19/2025B. Riley Wealth Advisors Inc.2,685$767K0.0%N/A0.007%
8/19/2025Advisory Services Network LLC3,257$945K0.0%-74.1%0.008%
8/18/2025Geneos Wealth Management Inc.8,514$2.43M0.1%+1.0%0.021%
8/16/2025Headlands Technologies LLC1,086$310K0.0%+16.5%0.003%
8/15/2025LGL Partners LLC12,074$3.51M1.6%+13.3%0.030%
8/15/2025Corient Private Wealth LLC243,212$69.51M0.1%-38.8%0.603%
8/15/2025Equitable Holdings Inc.17,265$4.94M0.0%+5.5%0.043%
8/15/2025Captrust Financial Advisors76,662$21.92M0.0%+26.5%0.190%
8/15/2025Visionary Wealth Advisors7,283$2.08M0.1%-0.8%0.018%
8/15/2025Two Sigma Securities LLC2,238$640K0.1%-13.3%0.006%
8/15/2025Smartleaf Asset Management LLC1,870$533K0.0%+154.1%0.005%
8/15/2025Snowden Capital Advisors LLC6,762$1.93M0.1%-11.7%0.017%
8/15/2025Orion Porfolio Solutions LLC68,289$19.52M0.1%-39.2%0.169%
8/15/2025MML Investors Services LLC69,735$19.94M0.1%-1.5%0.173%
8/15/2025Modern Wealth Management LLC812$232K0.0%N/A0.002%
8/15/2025Great Valley Advisor Group Inc.13,618$3.89M0.1%-0.5%0.034%
8/15/2025Gallagher Fiduciary Advisors LLC1,522$435K0.0%-2.9%0.004%
8/15/2025EP Wealth Advisors LLC25,702$7.35M0.0%+0.8%0.064%
8/15/2025BNP Paribas Financial Markets245,447$70.16M0.0%-1.5%0.608%
8/15/2025Bank of America Corp DE3,933,648$1.12B0.1%+2.2%9.749%
8/15/2025Ameriprise Financial Inc.129,750$37.00M0.0%+4.7%0.322%
8/14/2025Connecticut Wealth Management LLC5,288$1.51M0.1%-3.9%0.013%
8/14/2025Sentinel Wealth Management Inc.2,181$623K0.6%N/A0.005%
8/14/2025Raymond James Financial Inc.368,870$105.45M0.0%-23.5%0.914%
8/14/2025Banco BTG Pactual S.A.1,000$286K0.1%N/A0.002%
8/14/2025Quantinno Capital Management LP1,000$286K0.0%N/A0.002%
8/14/2025Alliancebernstein L.P.252,181$72.09M0.0%-2.1%0.625%
8/14/2025Ieq Capital LLC21,128$6.04M0.0%+0.6%0.052%
8/14/2025The Manufacturers Life Insurance Company 217,719$62.24M0.1%N/A0.540%
8/14/2025Squarepoint Ops LLC4,367$1.25M0.0%-70.2%0.011%
8/14/2025FAS Wealth Partners Inc.2,747$785K0.1%-3.0%0.007%
8/14/2025Sei Investments Co.182,224$52.09M0.1%+8.7%0.452%
8/14/2025NewEdge Advisors LLC29,911$8.55M0.0%-2.2%0.074%
8/14/2025State Street Corp296,866$84.86M0.0%N/A0.736%
8/14/2025SVB Wealth LLC6,585$1.88M0.1%N/A0.016%
8/14/2025Navis Wealth Advisors LLC4,035$1.15M1.0%+59.2%0.010%
8/14/2025Cerity Partners LLC64,430$18.42M0.0%-0.7%0.160%
8/13/2025Idaho Trust Co19,342$5.53M2.0%+21.6%0.048%
8/13/2025Quantum Portfolio Management LLC8,730$2.50M1.2%-10.2%0.022%
8/13/2025Shepherd Financial Partners LLC43,889$12.55M1.3%-8.8%0.109%
8/13/2025StoneX Group Inc.3,316$948K0.0%-15.7%0.008%
8/13/2025Vance Wealth LLC11,160$3.19M1.1%+6.4%0.028%
8/13/2025Flow Traders U.S. LLC12,402$3.55M0.1%+37.0%0.031%
8/13/2025Cresset Asset Management LLC145,291$41.53M0.2%-21.6%0.360%
8/13/2025Brown Advisory Inc.179,698$51.37M0.1%+53.0%0.445%
8/13/2025Baird Financial Group Inc.46,364$13.25M0.0%+4.1%0.115%
8/13/2025Crescent Grove Advisors LLC14,550$4.16M0.4%+0.8%0.036%
8/13/2025CW Advisors LLC20,700$5.92M0.1%-13.8%0.051%
8/13/2025RPg Family Wealth Advisory LLC12,171$3.48M0.9%-1.8%0.030%
8/13/2025Beacon Pointe Advisors LLC10,609$3.03M0.0%+6.7%0.026%
8/13/2025NBW Capital LLC21,882$6.26M1.3%-2.0%0.054%
8/13/2025M&T Bank Corp366,505$104.77M0.4%-6.6%0.908%
8/13/2025Boston Family Office LLC4,441$1.27M0.1%-3.5%0.011%
8/13/2025Bare Financial Services Inc12,070$3.45M1.2%-1.1%0.030%
8/13/2025Lido Advisors LLC9,416$2.69M0.0%+62.0%0.023%
8/13/2025Tobias Financial Advisors Inc.38,853$11.11M1.9%+3.1%0.096%
8/13/2025Hsbc Holdings PLC32,832$9.39M0.0%-2.2%0.081%
8/13/2025Northwestern Mutual Wealth Management Co.128,158$36.64M0.0%-2.0%0.318%
8/13/2025Corsair Capital Management L.P.8,484$2.43M0.5%-50.0%0.021%
8/13/2025Stevens Capital Partners13,114$3.83M1.4%+6.0%0.033%
8/13/2025Elevation Point Wealth Partners LLC524$150K0.0%N/A0.001%
8/13/2025Elgethun Capital Management2,075$593K0.1%-12.6%0.005%
8/13/2025Echo45 Advisors LLC11,528$3.30M2.1%+1.7%0.029%
8/13/2025Choreo LLC114,836$32.83M0.4%+2.7%0.285%
8/13/2025Russell Investments Group Ltd.1,090$312K0.0%-5.1%0.003%
8/12/2025J.W. Cole Advisors Inc.4,642$1.33M0.0%-2.3%0.012%
8/12/2025Manchester Capital Management LLC612$175K0.0%-11.2%0.002%
8/12/2025Laurel Wealth Advisors LLC363,900$104.02M0.1%+27,615.2%0.902%
8/12/2025Steward Partners Investment Advisory LLC44,079$12.60M0.1%+25.3%0.109%
8/12/2025CreativeOne Wealth LLC9,347$2.67M0.1%+16.0%0.023%
8/12/2025Global Retirement Partners LLC982$281K0.0%N/A0.002%
8/12/2025Prudential Financial Inc.18,884$5.40M0.0%-24.4%0.047%
8/12/2025Coldstream Capital Management Inc.18,773$5.37M0.1%+12.2%0.047%
(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, 977 institutional investors and hedge funds held shares of iShares Russell 2000 Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.12B), Morgan Stanley ($680.31M), Barings LLC ($476.24M), TIAA Trust National Association ($392.58M), Envestnet Asset Management Inc. ($300.94M), Cassaday & Co Wealth Management LLC ($257.56M), and Wells Fargo & Company MN ($238.67M).Learn more on iShares Russell 2000 Growth ETF's institutional investors.

What percentage of iShares Russell 2000 Growth ETF's stock is owned by institutional investors?

74.88% of iShares Russell 2000 Growth ETF's stock is owned by institutional investors. Learn more on IWO's institutional investor holdings.

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

Of the 812 institutional investors that purchased iShares Russell 2000 Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($1.44M), Strategic Financial Concepts LLC ($1.12M), CHURCHILL MANAGEMENT Corp ($730.14K), International Assets Investment Management LLC ($575.56K), Victory Capital Management Inc. ($568.42K), Raymond James Financial Inc. ($553.66K), and The Manufacturers Life Insurance Company ($494.54K).

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

Institutional investors have bought a total of 8,139,565 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

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

Of the 441 institutional investors that sold iShares Russell 2000 Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CHURCHILL MANAGEMENT Corp ($728.34K), US Bancorp DE ($332.70K), Corient Private Wealth LLC ($319.14K), International Assets Investment Management LLC ($258.15K), Alliancebernstein L.P. ($188.76K), Raymond James Financial Inc. ($184.79K), and BNP Paribas Financial Markets ($157.79K).

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

Institutional investors have sold a total of 5,071,991 shares in the last 24 months. This volume of shares sold represents approximately $1.40B in transactions.


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This page (NYSEARCA:IWO) was last updated on 10/9/2025 by MarketBeat.com Staff
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