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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$378.91 -7.99 (-2.07%)
As of 08/28/2026 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)
534
Total
Institutional Inflows
(last 12 months)
$8.56B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$1.18B
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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
8/27/2026 Corient Private Wealth LP218,652$86.14M0.1%-9.9%0.566%
8/26/2026 HighTower Advisors LLC73,549$28.98M0.0%+0.8%0.191%
8/25/2026 Tobias Financial Advisors Inc.42,656$16.81M2.0%+0.6%0.111%
8/23/2026 Tanager Wealth Management LLP540$213K0.0%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC3,566$1.41M0.0%+192.5%0.009%
8/23/2026 Widmann Financial Services Inc.9,013$3.55M1.9%-2.1%0.023%
8/23/2026 Echo45 Advisors LLC11,210$4.42M2.3%-5.9%0.029%
8/23/2026 HB Wealth Management LLC18,497$7.29M0.0%-19.1%0.048%
8/23/2026 Nvest Financial LLC891$351K0.1%N/A0.002%
8/22/2026 NBH Bank385$152K0.1%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC1,397$550K0.2%N/A0.004%
8/22/2026 Highland Investment Advisors LLC20,110$7.92M3.4%N/A0.052%
8/22/2026 Rik Saylor Financial Inc.525$207K0.1%N/A0.001%
8/22/2026 Premier Path Wealth Partners LLC1,920$756K0.1%-5.6%0.005%
8/22/2026 Concurrent Investment Advisors LLC5,967$2.35M0.0%+80.7%0.015%
8/21/2026 Lowery Thomas LLC13,472$5.31M2.6%-1.0%0.035%
8/21/2026 Rodgers & Associates LTD18,142$7.15M0.5%-2.3%0.047%
8/21/2026 Continuum Advisory LLC310$122K0.0%N/A0.001%
8/21/2026 Safeguard Investment Advisory Group LLC617$243K0.1%N/A0.002%
8/21/2026 EMC Capital Management13,732$5.41M2.1%N/A0.036%
8/21/2026 Atticus Wealth Management LLC516$203K0.0%N/A0.001%
8/21/2026 XML Financial LLC19,777$7.79M0.6%-3.5%0.051%
8/21/2026 Beacon Financial Advisory LLC773$305K0.1%N/A0.002%
8/21/2026 Tsfg LLC350$138K0.0%+10.8%0.001%
8/21/2026 Symphony Financial Ltd. Co.2,298$898K0.1%+9.7%0.006%
8/21/2026 Independence Bank of Kentucky1,215$479K0.1%+3.4%0.003%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.5,404$2.13M0.9%+5.3%0.014%
8/21/2026 Midwest Professional Planners LTD.9,990$3.94M0.8%-5.2%0.026%
8/21/2026 Triumph Capital Management899$354K0.1%-15.3%0.002%
8/20/2026 Nwam LLC1,279$504K0.0%+43.5%0.003%
8/20/2026 Rehmann Capital Advisory Group11,774$4.64M0.2%+3.5%0.031%
8/20/2026 Oarsman Capital Inc.615$242K0.0%-10.7%0.002%
8/20/2026 Rothschild Capital Partners LLC831$327K0.1%N/A0.002%
8/20/2026 RPg Family Wealth Advisory LLC5,315$2.09M0.3%-1.3%0.014%
8/20/2026 Sigma Planning Corp5,452$2.15M0.1%-7.9%0.014%
8/20/2026 Two Sigma Securities LLC1,771$698K0.1%-35.9%0.005%
8/20/2026 GTS Securities LLC22,645$8.92M0.2%-67.3%0.059%
8/20/2026 Flputnam Investment Management Co.1,260$496K0.0%+35.9%0.003%
8/20/2026 Northwestern Mutual Wealth Management Co.161,029$63.44M0.0%+6.3%0.417%
8/20/2026 Greenleaf Trust1,320$520K0.0%+31.9%0.003%
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8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,260$496K0.0%-32.3%0.003%
8/19/2026 Hsbc Holdings PLC37,162$14.64M0.0%-4.6%0.096%
8/19/2026 Wellington Management Group LLP87,193$34.35M0.0%+71.8%0.226%
8/7/2026 Citizens Financial Group Inc. RI9,319$3.67M0.0%+3.3%0.024%
8/7/2026 Auxano Advisors LLC547$215K0.0%N/A0.001%
8/7/2026 Quent Capital LLC38,920$15.33M0.9%+0.7%0.101%
8/7/2026 Oarsman Capital Inc.615$242K0.0%-10.7%0.002%
8/7/2026 MidFirst Bank23,443$9.24M0.7%-1.0%0.061%
8/7/2026 BlackRock Inc.39,455$15.54M0.0%-34.0%0.102%
8/7/2026 Dunhill Financial LLC313$123K0.0%+135.3%0.001%
8/7/2026 Oak Barrel Wealth Advisory LLC1,762$694K0.3%N/A0.005%
8/7/2026 Rice Hall James & Associates LLC9,918$3.91M0.2%+53.2%0.026%
8/7/2026 Trust Co. of Vermont1,273$502K0.0%N/A0.003%
8/7/2026 OneDigital Investment Advisors LLC6,250$2.46M0.0%+0.5%0.016%
8/7/2026 AMG National Trust Bank51,759$20.39M0.4%-1.5%0.134%
8/7/2026 Idaho Trust Co16,104$6.34M1.9%-4.5%0.042%
8/7/2026 Compass Capital Management Inc.13,811$5.44M0.3%+1,108.3%0.036%
8/7/2026 Avise Financial Cooperative Inc.530$209K0.1%N/A0.001%
8/7/2026 HBK Sorce Advisory LLC3,031$1.17M0.0%-6.2%0.008%
8/6/2026 Johnson Wealth Management LLC1,247$205K0.1%N/A0.003%
8/6/2026 Flputnam Investment Management Co.1,260$496K0.0%+35.9%0.003%
8/6/2026 Global Retirement Partners LLC9,838$3.88M0.1%N/A0.025%
8/6/2026 SCS Capital Management LLC1,071$422K0.0%-13.1%0.003%
8/6/2026 Geneva Capital Management LLC86,150$33.94M0.8%+21.9%0.223%
8/6/2026 Bank of New York Mellon Corp197,092$77.65M0.0%-4.7%0.511%
8/6/2026 Private Advisory Group LLC6,678$2.63M0.1%+10.7%0.017%
8/6/2026 Focus Partners Advisor Solutions LLC5,455$2.15M0.0%+13.7%0.014%
8/6/2026 Russell Investments Group Ltd.1,308$515K0.0%+3.4%0.003%
8/6/2026 Meridian Wealth Management LLC5,323$2.10M0.1%+5.7%0.014%
8/6/2026 Ellis Investment Partners LLC620$245K0.0%N/A0.002%
8/6/2026 Retirement Planning Group LLC665$262K0.0%N/A0.002%
8/5/2026 Risk Paradigm Group LLC5,309$2.09M1.4%-1.3%0.014%
8/5/2026 HighTower Advisors LLC73,549$28.98M0.0%+0.8%0.191%
8/5/2026 NorthStar Asset Management LLC NJ583$230K0.1%N/A0.002%
8/5/2026 BLB&B Advisors LLC681$268K0.0%N/A0.002%
8/5/2026 Janney Montgomery Scott LLC11,684$4.60M0.0%+16.2%0.030%
8/5/2026 Fifth Third Bancorp122,843$48.40M0.1%-2.0%0.318%
8/5/2026 Midwest Trust Co10,833$4.27M0.0%+3.8%0.028%
8/5/2026 Investment Partners LTD.8,878$3.50M1.1%+2.5%0.023%
8/5/2026 McAdam LLC3,688$1.45M0.1%-34.7%0.010%
8/4/2026 Principal Financial Group Inc.7,400$2.92M0.0%-1.3%0.019%
8/4/2026 River Wealth Advisors LLC577$227K0.0%N/A0.001%
8/4/2026 Symphony Financial Ltd. Co.2,298$898K0.1%+9.7%0.006%
8/4/2026 Ascent Group LLC1,282$505K0.0%+6.7%0.003%
8/3/2026 Pinnacle Associates Ltd.12,712$5.01M0.1%-0.6%0.033%
8/3/2026 VAUGHAN & Co SECURITIES INC.69,826$27.51M12.8%-3.6%0.181%
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%
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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%


IWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,034 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 857 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 27,135,839 shares in the last 24 months. This purchase volume represents approximately $8.56B in transactions.

Of the 372 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), Corient Private Wealth LLC ($165.18K), Wellington Management Group LLP ($141.58K), and US Bancorp DE ($98.51K).

Institutional investors have sold a total of 3,672,595 shares in the last 24 months. This volume of shares sold represents approximately $1.18B 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 8/27/2026. New 13F filings are added each quarter as they're published.
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