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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$343.86 +6.91 (+2.05%)
Closing price 11/6/2026 04:10 PM Eastern
Extended Trading
$343.95 +0.09 (+0.03%)
As of 11/6/2026 08:00 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.

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)
484
Total
Institutional Inflows
(last 12 months)
$8.38B
Number of
Institutional Sellers
(last 12 months)
328
Total
Institutional Outflows
(last 12 months)
$1.34B
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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
11/7/2026 Diversified Trust Co4,029$1.44M0.0%+4.4%0.010%
11/6/2026 Financial Freedom LLC413$147K0.1%N/A0.001%
11/6/2026 Stonebridge Financial Planning Group LLC3,402$1.21M0.4%+15.3%0.009%
11/6/2026 Moors & Cabot Inc.1,906$680K0.0%-4.7%0.005%
11/6/2026 Compass Capital Management Inc.13,348$4.76M0.3%-3.4%0.034%
11/6/2026 Valmark Advisers Inc.1,859$663K0.0%+14.7%0.005%
11/6/2026 William Blair Investment Management LLC6,220$2.22M0.0%-83.2%0.016%
11/6/2026 Allworth Financial LP40,645$16.01M0.1%+965.1%0.102%
11/6/2026 SVB Wealth LLC1,372$490K0.0%-33.8%0.003%
11/6/2026 Private Advisory Group LLC7,003$2.50M0.1%+4.9%0.018%
11/6/2026 Legacy Trust2,349$826K0.1%+2.5%0.006%
11/6/2026 Russell Investments Group Ltd.1,264$451K0.0%-3.4%0.003%
11/6/2026 CENTRAL TRUST Co434$155K0.0%+10.7%0.001%
11/6/2026 Fifth Third Bancorp116,847$41.70M0.1%-4.9%0.294%
11/5/2026 Ritholtz Wealth Management1,978$706K0.0%-3.8%0.005%
11/5/2026 Jacobi Capital Management LLC366$131K0.0%N/A0.001%
11/5/2026 Stephen J. Garry & Associates LLC9,558$3.41M2.8%-9.2%0.024%
11/5/2026 First Command Advisory Services Inc.147$52K0.0%+54.7%0.000%
11/5/2026 Riverbridge Partners LLC863$308K0.0%-90.1%0.002%
11/5/2026 Confluence Wealth Services Inc.88,675$31.65M0.8%+12.4%0.223%
11/5/2026 AMG National Trust Bank51,673$18.44M0.4%-0.2%0.130%
11/5/2026 Mesirow Financial Investment Management Inc.2,805$1.00M0.0%+5.6%0.007%
11/5/2026 Lido Advisors LLC8,959$3.20M0.0%+8.4%0.023%
11/5/2026 Cornerstone Wealth Management LLC6,886$2.46M0.1%-0.6%0.017%
11/5/2026 Csenge Advisory Group1,009$360K0.0%-8.6%0.003%
11/4/2026 Welch & Forbes LLC14,022$5.00M0.1%+0.7%0.035%
11/4/2026 Idaho Trust Co16,249$5.80M1.7%+0.9%0.041%
11/4/2026 Strategic Equity Management16,274$5.81M5.0%N/A0.041%
11/4/2026 AlphaCore Capital LLC393$140K0.0%+10.7%0.001%
11/4/2026 Allspring Global Investments Holdings LLC62,911$22.50M0.0%+1.0%0.158%
11/4/2026 Edgemoor Investment Advisors Inc.465$166K0.0%N/A0.001%
11/4/2026 M Holdings Securities Inc.2,435$849K0.1%N/A0.006%
11/4/2026 Shepherd Financial Partners LLC37,953$13.55M1.1%+6.4%0.095%
11/4/2026 Avantax Planning Partners Inc.50,028$17.86M0.5%-3.8%0.126%
11/4/2026 Brighton Jones LLC9,688$3.46M0.1%-1.2%0.024%
11/3/2026 American State Bank Iowa2,638$942K0.4%+7.8%0.007%
11/3/2026 StoneX Group Inc.1,978$706K0.0%+144.8%0.005%
11/3/2026 Palisade Asset Management LLC1,420$507K0.0%-26.3%0.004%
11/3/2026 Verus Capital Partners LLC2,575$919K0.0%+3.2%0.006%
11/3/2026 Parallel Advisors LLC3,517$1.26M0.0%+2.5%0.009%
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11/3/2026 United Advisor Group LLC1,678$599K0.1%-11.8%0.004%
11/3/2026 Droms Strauss Advisors Inc. MO ADV65,756$23.47M5.4%-2.4%0.166%
11/3/2026 Ashton Thomas Private Wealth LLC11,533$4.12M0.1%+122.6%0.029%
11/3/2026 Waldron Private Wealth LLC55,435$19.79M0.7%-6.5%0.140%
11/2/2026 Kestra Advisory Services LLC61,284$21.87M0.1%+2.3%0.155%
11/2/2026 MMA Asset Management LLC3,847$1.37M0.4%-1.1%0.010%
11/2/2026 Commonwealth Equity Services LLC411,572$146.89M0.2%-3.2%1.038%
10/30/2026 Associated Banc Corp1,015$362K0.0%N/A0.003%
10/30/2026 Integrity Alliance LLC.3,244$1.16M0.0%+0.9%0.008%
10/30/2026 Summa Corp.8,868$3.17M0.6%+459.5%0.022%
10/30/2026 First Nebraska Trust Co688$246K0.0%N/A0.002%
10/30/2026 Moneywise Inc.1,319$471K0.4%N/A0.003%
10/30/2026 Gerber Kawasaki Wealth & Investment Management956$341K0.0%+3.1%0.002%
10/30/2026 Frederick Financial Consultants LLC3,875$1.38M0.6%+1.0%0.010%
10/30/2026 XML Financial LLC18,795$6.71M0.5%-5.0%0.048%
10/30/2026 Summit Wealth Group LLC Co.18,336$6.54M0.4%-4.9%0.046%
10/29/2026 Greenleaf Trust1,430$510K0.0%+8.3%0.004%
10/29/2026 Mirae Asset Global Investments Co. Ltd.57,600$20.56M0.0%N/A0.146%
10/29/2026 Stevens Capital Partners14,364$5.13M0.9%+0.5%0.036%
10/29/2026 Vise Technologies Inc.4,124$1.47M0.0%+83.9%0.010%
10/29/2026 Investment Partners LTD.17,364$6.20M1.0%+95.6%0.044%
10/29/2026 Intrua Financial LLC3,801$1.36M0.1%-2.7%0.010%
10/29/2026 MGO One Seven LLC1,990$710K0.0%-16.1%0.005%
10/29/2026 Curtis Advisory Group LLC1,516$541K0.1%+6.5%0.004%
10/29/2026 Gilliland Jeter Wealth Management LLC1,191$425K0.1%+12.4%0.003%
10/29/2026 Modera Wealth Management LLC24,482$8.74M0.1%-0.7%0.062%
10/28/2026 International Assets Investment Management LLC10,063$3.59M0.0%+921.6%0.026%
10/28/2026 Global View Capital Management LLC9,627$3.44M0.8%+276.3%0.024%
10/28/2026 Glenview Trust Co2,684$958K0.0%-2.1%0.007%
10/28/2026 Kelsey Financial LLC6,538$2.33M1.9%-8.9%0.017%
10/28/2026 Choreo LLC118,222$42.19M0.4%+3.7%0.304%
10/28/2026 Armstrong Fleming & Moore Inc4,168$1.49M0.5%-2.4%0.011%
10/28/2026 Shakespeare Wealth Management LLC4,787$1.71M0.3%-7.8%0.012%
10/28/2026 D.A. Davidson & CO.547,154$195.28M1.0%-0.6%1.408%
10/28/2026 BOKF NA31,809$11.35M0.2%-2.1%0.082%
10/28/2026 Pinnacle Wealth Planning Services Inc.1,502$536K0.1%+20.4%0.004%
10/28/2026 VestGen Advisors LLC9,348$3.34M0.1%-0.4%0.024%
10/27/2026 Armor Investment Advisors LLC340$121K0.0%-29.8%0.001%
10/27/2026 MADDEN SECURITIES Corp165$59K0.0%N/A0.000%
10/27/2026 Latitude Advisors LLC79$28K0.0%N/A0.000%
10/27/2026 Ashton Thomas Securities LLC259$92K0.0%N/A0.001%
10/26/2026 Oppenheimer & Co. Inc.10,020$3.58M0.0%+2.2%0.026%
10/26/2026 Center for Financial Planning Inc.634$226K0.0%-6.1%0.002%
10/26/2026 Westover Capital Advisors LLC850$303K0.0%-15.0%0.002%
10/26/2026 Leo Wealth LLC767$274K0.1%N/A0.002%
10/24/2026 Apollon Wealth Management LLC4,325$1.54M0.0%+6.6%0.011%
10/24/2026 Kingswood Wealth Advisors LLC1,718$613K0.0%+106.7%0.004%
10/24/2026 Sigma Planning Corp5,294$1.89M0.0%-2.9%0.014%
10/23/2026 Invested Advisors1,218$435K0.4%-4.7%0.003%
10/23/2026 Citizens Financial Group Inc. RI9,359$3.34M0.0%+0.4%0.024%
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10/23/2026 Sowell Financial Services LLC3,268$1.17M0.0%-27.8%0.008%
10/23/2026 DHJJ Financial Advisors Ltd.3,308$1.18M0.3%-1.2%0.009%
10/23/2026 Capital Investment Advisors LLC1,006$359K0.0%+11.0%0.003%
10/23/2026 Sterling Capital Management LLC5,287$1.89M0.0%+4.2%0.014%
10/22/2026 Brookstone Capital Management3,072$1.10M0.0%-20.1%0.008%
10/22/2026 NBT Bank N.A.5,241$1.87M0.1%N/A0.013%
10/22/2026 Root Financial Partners LLC348$124K0.0%N/A0.001%
10/22/2026 Powell Investment Advisors LLC60,599$21.63M6.9%-0.1%0.155%
10/22/2026 Crescent Grove Advisors LLC12,407$4.43M0.4%-1.9%0.032%
10/21/2026 Fifth Third Securities Inc.9,170$3.27M0.2%-39.5%0.023%


IWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,020 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 840 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 26,557,082 shares in the last 24 months. This purchase volume represents approximately $8.38B in transactions.

Of the 328 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), Smithbridge Asset Management Inc. DE ($453.89K), Laurel Wealth Advisors LLC ($362.84K), M&T Bank Corp ($343.04K), Wellington Management Group LLP ($141.58K), and US Bancorp DE ($98.51K).

Institutional investors have sold a total of 4,061,773 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.



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 11/7/2026. New 13F filings are added each quarter as they're published.
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