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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$345.42 -1.67 (-0.48%)
Closing price 10/23/2026 04:10 PM Eastern
Extended Trading
$345.93 +0.51 (+0.15%)
As of 10/23/2026 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.
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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)
510
Total
Institutional Inflows
(last 12 months)
$8.54B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$1.34B
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Skip Chart & View Institutional Buying and Selling Data

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
10/23/2026Invested Advisors1,218$435K0.4%-4.7%0.003%
10/23/2026Citizens Financial Group Inc. RI9,359$3.34M0.0%+0.4%0.024%
10/23/2026 Sowell Financial Services LLC3,268$1.17M0.0%-27.8%0.008%
10/23/2026DHJJ 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%
10/21/2026 Sowell Financial Services LLC3,268$1.17M0.0%-27.8%0.008%
10/21/2026 Rodgers & Associates LTD17,857$6.37M0.6%-1.6%0.046%
10/21/2026 Carnegie Investment Counsel1,902$679K0.0%-10.3%0.005%
10/21/2026 Pinnacle Associates Ltd.12,871$4.59M0.1%+1.3%0.033%
10/21/2026 Ironwood Financial llc4,797$1.71M0.3%-1.1%0.012%
10/21/2026 Sentinel Advisory Group LLC5,407$1.93M0.8%+1.1%0.014%
10/21/2026 Diversify Advisory Services LLC1,614$561K0.0%+2.5%0.004%
10/20/2026 Smithbridge Asset Management Inc. DE1,189$424K0.1%-99.7%0.003%
10/20/2026 Retirement Planning Group LLC629$224K0.0%-5.4%0.002%
10/17/2026 IFP Advisors Inc3,889$1.39M0.0%+1.9%0.010%
10/17/2026 1834 Investment Advisors Co.8,226$2.94M0.3%-0.4%0.021%
10/16/2026 Eagle Strategies LLC5,432$1.94M0.2%+0.6%0.014%
10/16/2026 McKinley Carter Wealth Services Inc.4,779$1.71M0.1%-1.3%0.012%
10/16/2026 Stronghold Wealth Management L.L.C.5,205$1.86M2.8%-4.5%0.013%
10/16/2026 Opal Wealth Advisors LLC890$318K0.1%+14.2%0.002%
10/16/2026 Aspiriant LLC1,911$682K0.0%-34.4%0.005%
10/16/2026 Cornerstone Wealth Advisors Inc.4,281$1.53M0.3%-1.5%0.011%
10/16/2026 Patriot Investment Management Group Inc.935$334K0.0%-16.9%0.002%
10/15/2026 Cohen Klingenstein LLC471,585$168.31M5.8%-2.6%1.209%
10/15/2026 AdvisorNet Financial Inc1,435$492K0.0%-50.0%0.004%
10/15/2026 Community Financial Services Group LLC225$80K0.0%N/A0.001%
10/15/2026 Curated Wealth Partners LLC4,582$1.64M0.1%-92.3%0.012%
10/15/2026 Mather Group LLC.5,913$2.11M0.0%+8.9%0.015%
10/14/2026 Adirondack Trust Co.658$235K0.1%-5.6%0.002%
10/14/2026 First Citizens Bank & Trust Co.17,726$6.33M0.1%-1.2%0.045%
10/14/2026 Foundation Wealth Management LLC PA4,018$1.43M0.5%-16.0%0.010%
10/14/2026 B. Riley Wealth Advisors Inc.936$334K0.0%+38.3%0.002%
10/14/2026 Krilogy Financial LLC4,268$1.51M0.0%-13.8%0.011%
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10/14/2026 Affinity Capital Advisors LLC4,568$1.63M0.2%-2.1%0.012%
10/13/2026 Steel Grove Capital Advisors LLC6,464$2.31M0.1%+15.9%0.017%
10/13/2026 Sax Wealth Advisors LLC1,093$390K0.0%+14.2%0.003%
10/10/2026 Sacks & Associates LLC11,204$4.00M2.8%N/A0.028%
10/10/2026 RTD Financial Advisors Inc.38,791$13.84M1.5%-1.9%0.098%
10/10/2026 Armstrong Advisory Group Inc.1,366$488K0.0%-5.0%0.003%
10/10/2026 Friday Financial4,407$1.58M0.3%+57.2%0.011%
10/10/2026 Atlas Brown Inc.10,208$3.64M1.0%-0.8%0.026%
10/10/2026 Davidson Trust Co.4,066$1.45M0.6%+3.5%0.010%
10/9/2026 Fell Capital Management ADV14,917$5.32M4.5%+1.5%0.038%
10/9/2026 Balefire LLC636$227K0.0%+5.0%0.002%
10/9/2026 Stephens Group Asset Management LLC61,038$21.78M1.2%-18.2%0.154%
10/9/2026 WoodTrust Financial Corp70,462$25.15M3.1%-2.8%0.178%
10/9/2026 Prosperity Planning Inc.2,966$1.06M0.2%-1.3%0.007%
10/9/2026 Diversified Management Inc.2,829$1.01M0.2%+1.8%0.007%
10/8/2026 Farther Finance Advisors LLC22,926$8.18M0.1%+6.9%0.058%
10/8/2026 Apella Capital LLC3,512$1.25M0.0%+110.7%0.009%
10/8/2026 Avidian Wealth Enterprises LLC20,034$7.15M0.2%-1.1%0.051%
10/8/2026 Valeo Financial Advisors LLC5,342$1.91M0.0%+4.0%0.013%
10/8/2026 LWM Advisors Inc.22,868$8.16M6.2%-1.3%0.058%
10/8/2026 Veery Capital LLC3,843$1.37M0.4%-4.2%0.010%
10/7/2026 Decision Investments Inc.5,194$1.85M1.7%-0.9%0.013%
10/7/2026 Wealth Enhancement Trust Services Inc.8,439$3.01M0.3%-33.9%0.021%
10/7/2026 Echo45 Advisors LLC11,353$4.05M1.8%+1.3%0.029%
10/6/2026 Congress Asset Management Co.3,047$1.09M0.0%-39.7%0.008%
10/5/2026 Eastern Bank2,950$1.05M0.0%-2.3%0.007%
10/5/2026 FC 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%
9/9/2026 IFP 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%
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%
8/23/2026 Tanager Wealth Management LLP540$213K0.0%N/A0.001%
8/23/2026Ameritas Advisory Services LLC3,566$1.41M0.0%+192.5%0.009%
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8/23/2026Widmann 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%
8/23/2026HB 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%
8/22/2026 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%


IWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,027 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 847 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 27,048,104 shares in the last 24 months. This purchase volume represents approximately $8.54B in transactions.

Of the 354 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 4,086,077 shares in the last 24 months. This volume of shares sold represents approximately $1.34B 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 10/23/2026. New 13F filings are added each quarter as they're published.
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