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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$356.78 +3.31 (+0.94%)
Closing price 10/9/2026 04:10 PM Eastern
Extended Trading
$356.78 0.00 (0.00%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
530
Total
Institutional Inflows
(last 12 months)
$8.55B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
10/10/2026Sacks & Associates LLC11,204$4.00M2.8%N/A0.028%
10/10/2026RTD Financial Advisors Inc.38,791$13.84M1.5%-1.9%0.098%
10/10/2026Armstrong Advisory Group Inc.1,366$488K0.0%-5.0%0.003%
10/10/2026Friday Financial4,407$1.58M0.3%+57.2%0.011%
10/10/2026Atlas Brown Inc.10,208$3.64M1.0%-0.8%0.026%
10/10/2026Davidson Trust Co.4,066$1.45M0.6%+3.5%0.010%
10/9/2026Fell Capital Management ADV14,917$5.32M4.5%+1.5%0.038%
10/9/2026Balefire LLC636$227K0.0%+5.0%0.002%
10/9/2026Stephens Group Asset Management LLC61,038$21.78M1.2%-18.2%0.154%
10/9/2026WoodTrust Financial Corp70,462$25.15M3.1%-2.8%0.178%
10/9/2026Prosperity Planning Inc.2,966$1.06M0.2%-1.3%0.007%
10/9/2026Diversified Management Inc.2,829$1.01M0.2%+1.8%0.007%
10/8/2026Farther Finance Advisors LLC22,926$8.18M0.1%+6.9%0.058%
10/8/2026Apella Capital LLC3,512$1.25M0.0%+110.7%0.009%
10/8/2026Avidian Wealth Enterprises LLC20,034$7.15M0.2%-1.1%0.051%
10/8/2026Valeo Financial Advisors LLC5,342$1.91M0.0%+4.0%0.013%
10/8/2026LWM Advisors Inc.22,868$8.16M6.2%-1.3%0.058%
10/8/2026Veery Capital LLC3,843$1.37M0.4%-4.2%0.010%
10/7/2026Decision Investments Inc.5,194$1.85M1.7%-0.9%0.013%
10/7/2026Wealth Enhancement Trust Services Inc.8,439$3.01M0.3%-33.9%0.021%
10/7/2026Echo45 Advisors LLC11,353$4.05M1.8%+1.3%0.029%
10/6/2026Congress Asset Management Co.3,047$1.09M0.0%-39.7%0.008%
10/5/2026Eastern Bank2,950$1.05M0.0%-2.3%0.007%
10/5/2026FC Advisory LLC2,256$805K0.2%-4.0%0.006%
10/1/2026 Montecito Bank & Trust10,996$3.92M0.6%-3.0%0.028%
10/1/2026 LBJ Family Wealth Advisors Ltd.24,264$8.66M4.4%-0.4%0.061%
9/23/2026QRG Capital Management Inc.1,921$757K0.0%+11.6%0.005%
9/23/2026Envestnet Portfolio Solutions Inc.17,873$7.04M0.0%-3.8%0.046%
9/23/2026Envestnet Asset Management Inc.1,080,233$425.57M0.1%-1.5%2.756%
9/9/2026 LBJ Family Wealth Advisors Ltd.24,361$9.51M4.8%-0.9%0.063%
9/9/2026MCF Advisors LLC199$78K0.0%+45.3%0.001%
9/9/2026SVB Wealth LLC2,071$816K0.0%-18.4%0.005%
9/9/2026NorthRock Partners LLC2,571$1.01M0.0%-9.2%0.007%
9/9/2026Integrated Wealth Concepts LLC8,763$3.45M0.0%+248.4%0.023%
9/9/2026RFG Advisory LLC2,082$820K0.0%+38.2%0.005%
9/9/2026NewEdge Advisors LLC26,386$10.40M0.0%+2.5%0.068%
9/9/2026Pointe Capital Management LLC5,324$2.10M0.9%+5.7%0.014%
9/9/2026IFP Advisors Inc3,817$1.50M0.0%+75.5%0.010%
9/9/2026Baird Financial Group Inc.52,508$20.69M0.0%+1.8%0.136%
9/8/2026Allworth Financial LP3,816$1.50M0.0%-90.8%0.010%
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9/8/2026Waverly Advisors LLC37,077$14.61M0.1%-5.0%0.096%
9/4/2026Parkside Financial Bank & Trust11,285$4.45M0.3%-1.8%0.029%
8/27/2026Corient Private Wealth LP218,652$86.14M0.1%-9.9%0.566%
8/26/2026HighTower Advisors LLC73,549$28.98M0.0%+0.8%0.191%
8/25/2026Tobias Financial Advisors Inc.42,656$16.81M2.0%+0.6%0.111%
8/23/2026Tanager Wealth Management LLP540$213K0.0%N/A0.001%
8/23/2026Ameritas Advisory Services LLC3,566$1.41M0.0%+192.5%0.009%
8/23/2026Widmann Financial Services Inc.9,013$3.55M1.9%-2.1%0.023%
8/23/2026Echo45 Advisors LLC11,210$4.42M2.3%-5.9%0.029%
8/23/2026HB Wealth Management LLC18,497$7.29M0.0%-19.1%0.048%
8/23/2026Nvest Financial LLC891$351K0.1%N/A0.002%
8/22/2026NBH Bank385$152K0.1%N/A0.001%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC1,397$550K0.2%N/A0.004%
8/22/2026Highland Investment Advisors LLC20,110$7.92M3.4%N/A0.052%
8/22/2026Rik Saylor Financial Inc.525$207K0.1%N/A0.001%
8/22/2026Premier Path Wealth Partners LLC1,920$756K0.1%-5.6%0.005%
8/22/2026Concurrent Investment Advisors LLC5,967$2.35M0.0%+80.7%0.015%
8/21/2026Lowery Thomas LLC13,472$5.31M2.6%-1.0%0.035%
8/21/2026Rodgers & Associates LTD18,142$7.15M0.5%-2.3%0.047%
8/21/2026Continuum Advisory LLC310$122K0.0%N/A0.001%
8/21/2026Safeguard Investment Advisory Group LLC617$243K0.1%N/A0.002%
8/21/2026EMC Capital Management13,732$5.41M2.1%N/A0.036%
8/21/2026Atticus Wealth Management LLC516$203K0.0%N/A0.001%
8/21/2026XML Financial LLC19,777$7.79M0.6%-3.5%0.051%
8/21/2026Beacon Financial Advisory LLC773$305K0.1%N/A0.002%
8/21/2026Tsfg LLC350$138K0.0%+10.8%0.001%
8/21/2026Symphony Financial Ltd. Co.2,298$898K0.1%+9.7%0.006%
8/21/2026Independence Bank of Kentucky1,215$479K0.1%+3.4%0.003%
8/21/2026Murphy Middleton Hinkle & Parker Inc.5,404$2.13M0.9%+5.3%0.014%
8/21/2026Midwest Professional Planners LTD.9,990$3.94M0.8%-5.2%0.026%
8/21/2026Triumph Capital Management899$354K0.1%-15.3%0.002%
8/20/2026Nwam LLC1,279$504K0.0%+43.5%0.003%
8/20/2026Rehmann Capital Advisory Group11,774$4.64M0.2%+3.5%0.031%
8/20/2026Oarsman Capital Inc.615$242K0.0%-10.7%0.002%
8/20/2026Rothschild Capital Partners LLC831$327K0.1%N/A0.002%
8/20/2026RPg Family Wealth Advisory LLC5,315$2.09M0.3%-1.3%0.014%
8/20/2026Sigma Planning Corp5,452$2.15M0.1%-7.9%0.014%
8/20/2026Two Sigma Securities LLC1,771$698K0.1%-35.9%0.005%
8/20/2026GTS Securities LLC22,645$8.92M0.2%-67.3%0.059%
8/20/2026Flputnam Investment Management Co.1,260$496K0.0%+35.9%0.003%
8/20/2026Northwestern Mutual Wealth Management Co.161,029$63.44M0.0%+6.3%0.417%
8/20/2026Greenleaf Trust1,320$520K0.0%+31.9%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,260$496K0.0%-32.3%0.003%
8/19/2026Hsbc Holdings PLC37,162$14.64M0.0%-4.6%0.096%
8/19/2026Wellington Management Group LLP87,193$34.35M0.0%+71.8%0.226%
8/7/2026Citizens Financial Group Inc. RI9,319$3.67M0.0%+3.3%0.024%
8/7/2026Auxano Advisors LLC547$215K0.0%N/A0.001%
8/7/2026Quent Capital LLC38,920$15.33M0.9%+0.7%0.101%
8/7/2026Oarsman Capital Inc.615$242K0.0%-10.7%0.002%
8/7/2026MidFirst Bank23,443$9.24M0.7%-1.0%0.061%
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8/7/2026BlackRock Inc.39,455$15.54M0.0%-34.0%0.102%
8/7/2026Dunhill Financial LLC313$123K0.0%+135.3%0.001%
8/7/2026Oak Barrel Wealth Advisory LLC1,762$694K0.3%N/A0.005%
8/7/2026Rice Hall James & Associates LLC9,918$3.91M0.2%+53.2%0.026%
8/7/2026Trust Co. of Vermont1,273$502K0.0%N/A0.003%
8/7/2026OneDigital Investment Advisors LLC6,250$2.46M0.0%+0.5%0.016%
8/7/2026AMG National Trust Bank51,759$20.39M0.4%-1.5%0.134%
8/7/2026Idaho Trust Co16,104$6.34M1.9%-4.5%0.042%
8/7/2026Compass Capital Management Inc.13,811$5.44M0.3%+1,108.3%0.036%
8/7/2026Avise Financial Cooperative Inc.530$209K0.1%N/A0.001%


IWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,032 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. ($425.57M), 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 854 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), CHURCHILL MANAGEMENT Corp ($681.48K), JPMorgan Chase & Co. ($626.02K), Raymond James Financial Inc. ($574.36K), The Manufacturers Life Insurance Company ($494.54K), Wealthfront Advisers LLC ($483.16K), and Goldman Sachs Group Inc. ($393.69K).

Institutional investors have bought a total of 27,083,729 shares in the last 24 months. This purchase volume represents approximately $8.55B in transactions.

Of the 370 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. ($483.90K), Laurel Wealth Advisors LLC ($362.84K), M&T Bank Corp ($343.04K), Wellington Management Group LLP ($141.58K), US Bancorp DE ($98.51K), and Barings LLC ($95.50K).

Institutional investors have sold a total of 3,587,587 shares in the last 24 months. This volume of shares sold represents approximately $1.16B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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