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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$376.72 -0.45 (-0.12%)
As of 07/17/2026 04:10 PM Eastern
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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)
581
Total
Institutional Inflows
(last 12 months)
$8.90B
Number of
Institutional Sellers
(last 12 months)
416
Total
Institutional Outflows
(last 12 months)
$1.46B
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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
7/10/2026 Lee Kelleher & Klein Wealth Management589$232K0.1%N/A0.002%
7/10/2026 Annex Advisory Services LLC538$212K0.0%N/A0.001%
7/10/2026 Heck Capital Advisors LLC5,535$2.18M0.1%-73.2%0.014%
7/10/2026 JFS Wealth Advisors LLC2,918$1.15M0.1%-1.0%0.007%
7/10/2026 Fiduciary Financial Group LLC1,300$512K0.1%-3.1%0.003%
7/10/2026 Ocean Park Asset Management LLC895$353K0.0%N/A0.002%
7/10/2026 Diversified Management Inc.2,778$1.09M0.2%-13.5%0.007%
7/10/2026 Prosperity Planning Inc.3,006$1.18M0.3%-3.5%0.008%
7/10/2026 Fulton Bank N.A.2,417$952K0.0%+1.2%0.006%
7/10/2026 Wealthcare Advisory Partners LLC3,780$1.49M0.0%-5.1%0.010%
7/9/2026 LWM Advisors Inc.23,160$9.12M6.8%-0.4%0.059%
7/9/2026 Veery Capital LLC4,012$1.58M0.4%-1.0%0.010%
7/9/2026 Friday Financial2,804$1.08M0.3%+41.8%0.007%
7/9/2026 Sax Wealth Advisors LLC957$377K0.0%+3.3%0.002%
7/9/2026 Valeo Financial Advisors LLC5,136$2.02M0.0%+17.5%0.013%
7/9/2026 Flaharty Asset Management LLC2,296$888K1.3%-91.4%0.006%
7/8/2026 MRA Advisory Group508$200K0.1%N/A0.001%
7/8/2026 OFS Enterprise LLC26,514$10.45M2.7%-4.0%0.068%
7/8/2026 Apella Capital LLC1,667$643K0.0%+2.6%0.004%
7/7/2026 Mechanics Bank Trust Department18,505$7.29M0.9%+0.2%0.047%
7/7/2026 Balefire LLC606$239K0.0%N/A0.002%
7/7/2026 Harbor Investment Advisory LLC18,223$7.18M0.5%+0.5%0.047%
7/7/2026 Canandaigua National Bank & Trust Co.3,219$1.27M0.1%N/A0.008%
7/7/2026 Arlington Trust Co LLC112$44K0.0%N/A0.000%
7/7/2026 CGN Advisors LLC850$335K0.0%+3.2%0.002%
7/6/2026 jvl associates llc6,784$2.67M0.8%+0.5%0.017%
7/6/2026 Bangor Savings Bank1,010$398K0.0%-23.0%0.003%
7/6/2026 Trilogy Capital Inc.21,667$8.54M0.3%N/A0.056%
7/2/2026 MassMutual Private Wealth & Trust FSB810$319K0.0%-9.9%0.002%
7/2/2026 Cedar Mountain Advisors LLC821$323K0.1%+371.8%0.002%
7/1/2026 Eastern Bank3,020$1.19M0.0%+6.6%0.008%
6/18/2026Western Wealth Management LLC766$240K0.0%-3.3%0.002%
6/16/2026 PVG Asset Management Corp520$163K0.1%N/A0.001%
6/10/2026FAS Wealth Partners Inc.3,235$1.02M0.1%+4.6%0.008%
6/3/2026Parallel Advisors LLC3,207$1.01M0.0%+6.7%0.008%
6/3/2026NewEdge Advisors LLC25,755$8.08M0.0%-13.6%0.067%
6/2/2026Optiver Holding B.V.16,503$5.18M0.0%-100.1%0.043%
6/1/2026First Nebraska Trust Co688$216K0.0%N/A0.002%
5/29/2026Asset Dedication LLC358$112K0.0%-8.0%0.001%
5/26/2026Glenmede Trust Co. NA27,317$8.57M0.0%+1.2%0.071%
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5/22/2026Verus Capital Partners LLC2,786$874K0.1%-21.2%0.007%
5/21/2026Compass Capital Management Inc.1,143$359K0.0%N/A0.003%
5/20/2026SOA Wealth Advisors LLC.2,010$631K0.1%-2.5%0.005%
5/19/2026Bank of America Corp DE3,472,005$1.09B0.1%-16.4%8.972%
5/19/2026Centaurus Financial Inc.3,523$1.11M0.1%-11.5%0.009%
5/19/2026Arkadios Wealth Advisors9,482$2.98M0.0%+1.8%0.025%
5/18/2026Royal Bank of Canada374,869$117.64M0.0%-1.2%0.969%
5/16/2026Quantinno Capital Management LP5,135$1.61M0.0%-10.6%0.013%
5/16/2026Castleark Management LLC1,200$377K0.0%-30.2%0.003%
5/15/2026Quadcap Wealth Management LLC3,400$1.07M0.1%+1.2%0.009%
5/15/2026Rice Hall James & Associates LLC6,472$2.03M0.1%-75.6%0.017%
5/15/2026Vawter Financial Ltd.4,462$1.40M0.6%-2.2%0.012%
5/15/2026Waverly Advisors LLC39,042$12.25M0.1%-2.8%0.101%
5/14/2026Sentinel Advisory Group LLC6,056$1.90M0.9%N/A0.016%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund410,500$128.82M0.2%+20.2%1.061%
5/14/2026Hilltop Holdings Inc.7,604$2.39M0.2%-0.9%0.020%
5/14/2026 GC Wealth Management RIA LLC3,296$1.03M0.0%+221.6%0.009%
5/14/2026Compound Planning Inc.5,079$1.59M0.0%+19.7%0.013%
5/14/2026Sei Investments Co.166,044$52.11M0.0%-2.7%0.429%
5/14/2026MWA Asset Management4,784$1.50M0.8%+1.8%0.012%
5/14/2026Davis R M Inc.930$292K0.0%+44.0%0.002%
5/14/2026Lido Advisors LLC9,121$2.86M0.0%-22.3%0.024%
5/13/2026Cetera Investment Advisers230,267$72.26M0.1%-5.0%0.595%
5/13/2026 First Citizens Bank & Trust Co.17,889$5.61M0.1%-1.8%0.046%
5/8/2026PNC Financial Services Group Inc.616,540$193.48M0.1%+0.5%1.593%
5/8/2026Cassaday & Co Wealth Management LLC935,475$293.56M6.3%+1.5%2.417%
5/8/2026MWA Asset Management4,826$1.51M0.8%+2.7%0.012%
5/7/2026Florida Financial Advisors LLC951$298K0.1%+31.5%0.002%
5/7/2026Parallel Advisors LLC3,207$1.01M0.0%+6.7%0.008%
5/7/2026Crescent Grove Advisors LLC12,952$4.06M0.4%-3.5%0.033%
5/6/2026Bartlett & CO. Wealth Management LLC8,260$2.59M0.0%-2.1%0.021%
5/6/2026Simon Quick Advisors LLC10,797$3.39M0.2%-3.6%0.028%
5/6/2026Cornerstone Planning Group LLC730$229K0.0%-8.2%0.002%
5/6/2026Modera Wealth Management LLC24,567$7.71M0.1%+0.6%0.063%
5/6/2026Townsend Asset Management Corp NC ADV3,436$1.08M0.4%+1.9%0.009%
5/6/2026Assetmark Inc.9,777$3.07M0.0%-26.9%0.025%
5/6/2026Barings LLC1,608,750$484.27M7.8%-3.0%4.157%
5/6/2026 Independent Financial Group LLC2,965$930K0.0%N/A0.008%
5/5/2026D.A. Davidson & CO.544,695$170.93M1.0%+2.3%1.407%
5/5/2026Midwest Professional Planners LTD.10,540$3.31M0.8%+3.9%0.027%
5/5/2026Bank of New York Mellon Corp206,852$64.91M0.0%-5.4%0.535%
5/5/2026Geneos Wealth Management Inc.9,297$2.92M0.1%+1.7%0.024%
5/5/2026Ethos Financial Group LLC1,287$410K0.0%+23.2%0.003%
5/5/2026SouthState Bank Corp318$100K0.0%-15.0%0.001%
5/5/2026Luts & Greenleigh Group Inc.6,923$2.17M1.7%+0.6%0.018%
5/5/2026Sanctuary Advisors LLC28,633$8.99M0.0%+0.7%0.074%
5/5/2026Sigma Planning Corp5,919$1.86M0.1%-0.6%0.015%
5/5/2026Nwam LLC891$280K0.0%-3.8%0.002%
5/5/2026Fell Capital Management ADV14,104$4.43M4.2%+8.9%0.036%
5/5/2026Avantax Planning Partners Inc.54,775$17.19M0.5%+1.3%0.142%
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5/4/2026AMG National Trust Bank52,539$16.49M0.4%-0.1%0.136%
5/4/2026Principal Financial Group Inc.7,500$2.35M0.0%+21.0%0.019%
5/4/2026Bedel Financial Consulting Inc.2,727$856K0.1%-1.9%0.007%
5/4/2026Chicago Partners Investment Group LLC1,369$430K0.0%+6.6%0.004%
5/2/2026Pacific Life Fund Advisors LLC202,351$63.50M7.3%+42.0%0.523%
5/2/2026Global Assets Advisory LLC1,479$464K0.1%N/A0.004%
5/2/2026Diversify Wealth Management LLC1,574$494K0.0%+5.4%0.004%
5/2/2026Carnegie Investment Counsel11,575$3.63M0.1%-2.5%0.030%
5/1/2026Ferguson Wellman Capital Management Inc.1,229$386K0.0%N/A0.003%
5/1/2026Citizens Financial Group Inc. RI9,021$2.83M0.0%+12.0%0.023%


IWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,028 institutional investors and hedge funds held shares of iShares Russell 2000 Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.09B), Morgan Stanley ($846.08M), Barings LLC ($484.27M), TIAA Trust National Association ($441.19M), Envestnet Asset Management Inc. ($341.76M), Goldman Sachs Group Inc. ($312.04M), and Cassaday & Co Wealth Management LLC ($293.56M).Learn more on iShares Russell 2000 Growth ETF's 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.

Of the 856 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: Optiver Holding B.V. ($22.78M), Strategic Financial Concepts LLC ($1.12M), CHURCHILL MANAGEMENT Corp ($681.48K), JPMorgan Chase & Co. ($626.02K), Raymond James Financial Inc. ($574.36K), The Manufacturers Life Insurance Company ($494.54K), and Wealthfront Advisers LLC ($483.16K).

Institutional investors have bought a total of 28,387,772 shares in the last 24 months. This purchase volume represents approximately $8.90B in transactions.

Of the 413 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: Bank of America Corp DE ($858.10K), JPMorgan Chase & Co. ($488.28K), M&T Bank Corp ($369.10K), Laurel Wealth Advisors LLC ($362.84K), Corient Private Wealth LLC ($319.14K), US Bancorp DE ($214.78K), and TIAA Trust National Association ($143.60K).

Institutional investors have sold a total of 4,701,220 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.


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This page (NYSEARCA:IWO) was last updated on 7/18/2026 by MarketBeat.com Staff.
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