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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$261.57 +6.25 (+2.45%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Number of
Institutional Buyers
(last 12 months)
549
Total
Institutional Inflows
(last 12 months)
$2.25B
Number of
Institutional Sellers
(last 12 months)
373
Total
Institutional Outflows
(last 12 months)
$951.25M
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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
5/2/2025Forum Financial Management LP1,563$399K0.0%+34.4%0.004%
5/2/2025Fortis Group Advisors LLC29,270$7.48M1.5%-2.7%0.068%
5/2/2025Kingsview Wealth Management LLC3,757$960K0.0%-2.8%0.009%
5/2/2025Archvest Wealth Advisors Inc.2,249$575K0.5%-9.4%0.005%
5/2/2025Dravo Bay LLC2,042$522K0.3%-3.4%0.005%
5/2/2025Stevens Capital Partners12,376$3.16M1.5%+23.0%0.029%
5/2/2025LMG Wealth Partners LLC44,811$11.45M2.6%-0.3%0.105%
5/2/2025Cullen Frost Bankers Inc.16,142$4.13M0.1%-0.5%0.038%
5/2/2025Larson Financial Group LLC14,546$3.72M0.2%-5.0%0.034%
5/2/2025Wealthfront Advisers LLC9,287$2.37M0.0%-17.0%0.022%
5/2/2025Whittier Trust Co. of Nevada Inc.38,242$9.77M0.2%+1.4%0.089%
5/2/2025Droms Strauss Advisors Inc. MO ADV59,576$15.22M5.2%+40.0%0.139%
5/2/2025BluePointe Capital Management LLC2,260$577K0.2%N/A0.005%
5/2/2025Grey Fox Wealth Advisors LLC10,519$2.69M0.7%-0.7%0.025%
5/2/2025Dakota Wealth Management6,077$1.55M0.0%-23.1%0.014%
5/2/2025Sigma Planning Corp6,350$1.62M0.1%-10.5%0.015%
5/1/2025Rice Hall James & Associates LLC3,137$802K0.0%-77.9%0.007%
5/1/2025Pointe Capital Management LLC3,443$880K0.5%+3.6%0.008%
5/1/2025Oldfather Financial Services LLC25,803$6.59M2.5%+0.5%0.060%
5/1/2025Cahaba Wealth Management Inc.2,340$598K0.0%-5.1%0.005%
5/1/2025CWM LLC16,399$4.19M0.0%-0.4%0.038%
5/1/2025Stephens Inc. AR100,146$25.59M0.4%+0.0%0.234%
5/1/2025Platform Technology Partners1,969$503K0.1%-30.9%0.005%
5/1/2025Curtis Advisory Group LLC1,198$306K0.1%+8.8%0.003%
5/1/2025Realta Investment Advisors200$51K0.0%-16.7%0.000%
5/1/2025SkyOak Wealth LLC2,355$602K0.1%-6.3%0.006%
5/1/2025ARK & TLK Investments LLC2,332$596K0.2%-2.7%0.005%
5/1/2025Riversedge Advisors LLC3,509$897K0.2%+3.2%0.008%
5/1/2025Lane & Associates LLC8,049$2.06M1.1%+5.8%0.019%
5/1/2025Fifth Third Securities Inc.10,174$2.60M0.2%-0.7%0.024%
5/1/2025Marshall Financial Group Inc. ADV6,548$1.67M0.5%-3.8%0.015%
5/1/2025Diversify Wealth Management LLC1,461$373K0.0%-4.9%0.003%
5/1/2025Country Club Bank2,379$613K0.0%-50.5%0.006%
5/1/2025Croban1,418$362K0.3%N/A0.003%
4/30/2025 Cerity Partners LLC64,911$16.59M0.0%-0.7%0.152%
4/30/2025 Financial Gravity Asset Management Inc.134$34K0.0%N/A0.000%
4/30/2025 Rehmann Capital Advisory Group9,426$2.41M0.2%+7.0%0.022%
4/30/2025 Valeo Financial Advisors LLC4,596$1.17M0.0%-10.2%0.011%
4/30/2025 SilverOak Wealth Management LLC4,698$1.20M0.3%-3.4%0.011%
4/30/2025 M&T Bank Corp392,561$100.31M0.4%-6.5%0.918%
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4/30/2025 Stratos Wealth Partners LTD.10,954$2.80M0.0%-19.0%0.026%
4/30/2025 Stratos Wealth Advisors LLC1,664$425K0.0%N/A0.004%
4/30/2025 Stratos Investment Management LLC2,567$656K0.0%-1.8%0.006%
4/30/2025 Investment Partners LTD.8,401$2.15M0.9%-3.2%0.020%
4/30/2025 Brown Advisory Inc.117,482$30.02M0.0%-30.8%0.275%
4/29/2025 Centennial Bank AR 357$91K0.0%+43.4%0.001%
4/29/2025 Financial Counselors Inc.12,708$3.25M0.0%-2.7%0.030%
4/29/2025 TD Private Client Wealth LLC4,691$1.20M0.0%-18.0%0.011%
4/29/2025 Envestnet Asset Management Inc.1,081,092$276.25M0.1%-2.1%2.529%
4/29/2025 Fund Evaluation Group LLC32,658$8.35M0.4%N/A0.076%
4/29/2025 Concurrent Investment Advisors LLC1,206$308K0.0%+6.3%0.003%
4/29/2025 VAUGHAN & Co SECURITIES INC.69,671$17.80M11.0%+2.1%0.163%
4/29/2025 HM Payson & Co.2,050$524K0.0%-20.1%0.005%
4/29/2025 Bank of New York Mellon Corp266,749$68.16M0.0%+7.4%0.624%
4/29/2025 World Investment Advisors5,681$1.45M0.0%-2.9%0.013%
4/29/2025 Sonata Capital Group Inc.6,750$1.73M0.8%-2.4%0.016%
4/29/2025 Truist Financial Corp134,676$34.41M0.1%-3.8%0.315%
4/29/2025 Eukles Asset Management5,391$1.38M0.6%-1.0%0.013%
4/29/2025 Pacific Life Fund Advisors LLC98,107$25.07M2.8%-3.0%0.229%
4/29/2025 OneDigital Investment Advisors LLC3,563$910K0.0%-6.5%0.008%
4/29/2025 Avantax Planning Partners Inc.32,887$8.40M0.3%+92.1%0.077%
4/29/2025 Davidson Trust Co.3,095$791K0.4%+2.2%0.007%
4/28/2025 North Capital Inc.396$101K0.1%N/A0.001%
4/28/2025 D.A. Davidson & CO.494,554$126.37M1.0%+3.6%1.157%
4/28/2025 Principal Financial Group Inc.9,000$2.30M0.0%+2.3%0.021%
4/28/2025 Mutual Advisors LLC1,134$286K0.0%-6.8%0.003%
4/28/2025 Milestone Investment Advisors LLC457$117K0.0%+161.1%0.001%
4/28/2025 First Horizon Advisors Inc.51,760$13.23M0.4%+6.2%0.121%
4/28/2025 Strategic Financial Concepts LLC1,307$334K0.1%+7.5%0.003%
4/28/2025 Private Trust Co. NA1,082$276K0.0%-18.5%0.003%
4/28/2025 Instrumental Wealth LLC9,500$2.40M2.2%N/A0.022%
4/28/2025 Kanawha Capital Management LLC1,498$383K0.0%+88.0%0.004%
4/28/2025 Keybank National Association OH154,205$39.40M0.2%+1.7%0.361%
4/28/2025 Clear Creek Financial Management LLC4,166$1.07M0.1%-1.0%0.010%
4/28/2025 RKL Wealth Management LLC1,353$346K0.0%-8.4%0.003%
4/25/2025 Mather Group LLC.5,280$1.35M0.0%+0.9%0.012%
4/25/2025 CHURCHILL MANAGEMENT Corp1,422$363K0.0%-99.8%0.003%
4/25/2025 Insight Inv LLC143$37K0.0%-24.3%0.000%
4/25/2025 Ameritas Advisory Services LLC1,792$503K0.0%-57.1%0.004%
4/25/2025 William Howard & Co Financial Advisors Inc980$250K0.2%-14.6%0.002%
4/25/2025 Avidian Wealth Enterprises LLC27,229$6.96M0.3%-1.5%0.064%
4/25/2025 McGuire Investment Group LLC1,658$424K0.1%+6.6%0.004%
4/24/2025 Golden State Wealth Management LLC10,977$2.81M0.4%-0.9%0.026%
4/24/2025 Confluence Wealth Services Inc.50,088$12.32M0.8%+3.4%0.117%
4/24/2025 Crescent Grove Advisors LLC14,429$3.69M0.4%-5.9%0.034%
4/24/2025 Tsfg LLC316$81K0.0%-19.8%0.001%
4/24/2025 Highland Capital Management LLC6,257$1.60M0.1%-1.4%0.015%
4/24/2025 Elevated Capital Advisors LLC2,918$746K0.2%-1.6%0.007%
4/24/2025 Bartlett & CO. Wealth Management LLC8,440$2.16M0.0%-2.3%0.020%
4/24/2025 Park Place Capital Corp4,353$1.11M0.3%-6.5%0.010%
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4/24/2025 Falcon Wealth Planning1,250$319K0.0%+19.6%0.003%
4/24/2025 Tranquility Partners LLC4,755$1.22M0.5%+6.0%0.011%
4/24/2025 Primoris Wealth Advisors LLC21,298$5.44M4.2%-2.2%0.050%
4/23/2025 AMI Asset Management Corp3,197$817K0.0%-16.5%0.007%
4/23/2025 Sequoia Financial Advisors LLC7,143$1.83M0.0%+213.4%0.017%
4/23/2025 Perigon Wealth Management LLC2,744$701K0.0%-12.4%0.006%
4/23/2025 Alpine Bank Wealth Management1,623$415K0.1%N/A0.004%
4/23/2025 HBK Sorce Advisory LLC2,983$762K0.0%-7.8%0.007%
4/23/2025 Golden State Wealth Management LLC21,951$5.61M0.4%+98.2%0.051%
4/23/2025 Bessemer Group Inc.431$110K0.0%-50.5%0.001%
(Data available from 1/1/2016 forward)

IWO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWO shares?

During the previous two years, 963 institutional investors and hedge funds held shares of iShares Russell 2000 Growth ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($39.47B), Bank of America Corp DE ($1.05B), Morgan Stanley ($680.31M), Barings LLC ($444.41M), TIAA Trust National Association ($435.06M), TIAA FSB ($333.21M), and Envestnet Asset Management Inc. ($276.25M).Learn more on IWO's institutional investors.

Which institutional investors have been buying iShares Russell 2000 Growth ETF stock?

Of the 791 institutional investors that purchased iShares Russell 2000 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($7.34M), TIAA Trust National Association ($1.44M), Alaska Permanent Fund Corp ($1.38M), Strategic Financial Concepts LLC ($1.12M), CHURCHILL MANAGEMENT Corp ($730.14K), International Assets Investment Management LLC ($576.69K), and Victory Capital Management Inc. ($568.42K).

How much institutional buying is happening at iShares Russell 2000 Growth ETF?

Institutional investors have bought a total of 25,547,908 shares in the last 24 months. This purchase volume represents approximately $6.44B in transactions.

Which iShares Russell 2000 Growth ETF major shareholders have been selling company stock?

Of the 559 institutional investors that sold iShares Russell 2000 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alaska Permanent Fund Corp ($1.33M), CHURCHILL MANAGEMENT Corp ($727.92K), Wellington Management Group LLP ($481.59K), Healthcare of Ontario Pension Plan Trust Fund ($332.10K), Corient Private Wealth LLC ($307.20K), Barclays PLC ($302.93K), and Bank of America Corp DE ($281.40K).

How much institutional selling is happening at iShares Russell 2000 Growth ETF?

Institutional investors have sold a total of 8,907,135 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions.



This page (NYSEARCA:IWO) was last updated on 5/2/2025 by MarketBeat.com Staff
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