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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$372.34 +4.28 (+1.16%)
As of 04:10 PM Eastern
Compare

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)
580
Total
Institutional Inflows
(last 12 months)
$1.78B
Number of
Institutional Sellers
(last 12 months)
433
Total
Institutional Outflows
(last 12 months)
$1.48B
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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
5/22/2026Verus Capital Partners LLC2,786$874K0.1%-21.2%0.007%
5/21/2026 Compass Capital Management Inc.1,143$359K0.0%N/A0.003%
5/20/2026 SOA Wealth Advisors LLC.2,010$631K0.1%-2.5%0.005%
5/19/2026 Bank of America Corp DE3,472,005$1.09B0.1%-16.4%8.972%
5/19/2026 Centaurus Financial Inc.3,523$1.11M0.1%-11.5%0.009%
5/19/2026 Arkadios Wealth Advisors9,482$2.98M0.0%+1.8%0.025%
5/18/2026 Royal Bank of Canada374,869$117.64M0.0%-1.2%0.969%
5/16/2026 Quantinno Capital Management LP5,135$1.61M0.0%-10.6%0.013%
5/16/2026 Castleark Management LLC1,200$377K0.0%-30.2%0.003%
5/15/2026 Quadcap Wealth Management LLC3,400$1.07M0.1%+1.2%0.009%
5/15/2026 Rice Hall James & Associates LLC6,472$2.03M0.1%-75.6%0.017%
5/15/2026 Vawter Financial Ltd.4,462$1.40M0.6%-2.2%0.012%
5/15/2026 Waverly Advisors LLC39,042$12.25M0.1%-2.8%0.101%
5/14/2026 Sentinel Advisory Group LLC6,056$1.90M0.9%N/A0.016%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund410,500$128.82M0.2%+20.2%1.061%
5/14/2026 Hilltop Holdings Inc.7,604$2.39M0.2%-0.9%0.020%
5/14/2026 GC Wealth Management RIA LLC3,296$1.03M0.0%+221.6%0.009%
5/14/2026 Compound Planning Inc.5,079$1.59M0.0%+19.7%0.013%
5/14/2026 Sei Investments Co.166,044$52.11M0.0%-2.7%0.429%
5/14/2026 MWA Asset Management4,784$1.50M0.8%+1.8%0.012%
5/14/2026 Davis R M Inc.930$292K0.0%+44.0%0.002%
5/14/2026 Lido Advisors LLC9,121$2.86M0.0%-22.3%0.024%
5/13/2026 Cetera Investment Advisers230,267$72.26M0.1%-5.0%0.595%
5/13/2026 First Citizens Bank & Trust Co.17,889$5.61M0.1%-1.8%0.046%
5/8/2026 PNC Financial Services Group Inc.616,540$193.48M0.1%+0.5%1.593%
5/8/2026 Cassaday & Co Wealth Management LLC935,475$293.56M6.3%+1.5%2.417%
5/8/2026 MWA Asset Management4,826$1.51M0.8%+2.7%0.012%
5/7/2026 Florida Financial Advisors LLC951$298K0.1%+31.5%0.002%
5/7/2026 Parallel Advisors LLC3,207$1.01M0.0%+6.7%0.008%
5/7/2026 Crescent Grove Advisors LLC12,952$4.06M0.4%-3.5%0.033%
5/6/2026 Bartlett & CO. Wealth Management LLC8,260$2.59M0.0%-2.1%0.021%
5/6/2026 Simon Quick Advisors LLC10,797$3.39M0.2%-3.6%0.028%
5/6/2026 Cornerstone Planning Group LLC730$229K0.0%-8.2%0.002%
5/6/2026 Modera Wealth Management LLC24,567$7.71M0.1%+0.6%0.063%
5/6/2026 Townsend Asset Management Corp NC ADV3,436$1.08M0.4%+1.9%0.009%
5/6/2026 Assetmark Inc.9,777$3.07M0.0%-26.9%0.025%
5/6/2026 Barings LLC1,608,750$484.27M7.8%-3.0%4.157%
5/6/2026 Independent Financial Group LLC2,965$930K0.0%N/A0.008%
5/5/2026 D.A. Davidson & CO.544,695$170.93M1.0%+2.3%1.407%
5/5/2026 Midwest Professional Planners LTD.10,540$3.31M0.8%+3.9%0.027%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/5/2026 Bank of New York Mellon Corp206,852$64.91M0.0%-5.4%0.535%
5/5/2026 Geneos Wealth Management Inc.9,297$2.92M0.1%+1.7%0.024%
5/5/2026 Ethos Financial Group LLC1,287$410K0.0%+23.2%0.003%
5/5/2026 SouthState Bank Corp318$100K0.0%-15.0%0.001%
5/5/2026 Luts & Greenleigh Group Inc.6,923$2.17M1.7%+0.6%0.018%
5/5/2026 Sanctuary Advisors LLC28,633$8.99M0.0%+0.7%0.074%
5/5/2026 Sigma Planning Corp5,919$1.86M0.1%-0.6%0.015%
5/5/2026 Nwam LLC891$280K0.0%-3.8%0.002%
5/5/2026 Fell Capital Management ADV14,104$4.43M4.2%+8.9%0.036%
5/5/2026 Avantax Planning Partners Inc.54,775$17.19M0.5%+1.3%0.142%
5/4/2026 AMG National Trust Bank52,539$16.49M0.4%-0.1%0.136%
5/4/2026 Principal Financial Group Inc.7,500$2.35M0.0%+21.0%0.019%
5/4/2026 Bedel Financial Consulting Inc.2,727$856K0.1%-1.9%0.007%
5/4/2026 Chicago Partners Investment Group LLC1,369$430K0.0%+6.6%0.004%
5/2/2026 Pacific Life Fund Advisors LLC202,351$63.50M7.3%+42.0%0.523%
5/2/2026 Global Assets Advisory LLC1,479$464K0.1%N/A0.004%
5/2/2026 Diversify Wealth Management LLC1,574$494K0.0%+5.4%0.004%
5/2/2026 Carnegie Investment Counsel11,575$3.63M0.1%-2.5%0.030%
5/1/2026 Ferguson Wellman Capital Management Inc.1,229$386K0.0%N/A0.003%
5/1/2026 Citizens Financial Group Inc. RI9,021$2.83M0.0%+12.0%0.023%
5/1/2026 Midwest Trust Co10,432$3.27M0.0%-6.0%0.027%
5/1/2026 Fifth Third Bancorp125,396$39.35M0.1%+154.2%0.324%
5/1/2026 Droms Strauss Advisors Inc. MO ADV68,531$21.51M5.6%+2.5%0.177%
5/1/2026 Sequoia Financial Advisors LLC6,475$2.03M0.0%+6.9%0.017%
5/1/2026 Independence Bank of Kentucky1,175$369K0.0%+3.3%0.003%
5/1/2026 Relyea Zuckerberg Hanson LLC7,499$2.35M0.2%-5.5%0.019%
4/30/2026 Equitable Trust Co.5,352$1.68M0.1%+2.3%0.014%
4/30/2026 Hsbc Holdings PLC38,952$12.22M0.0%+35.5%0.101%
4/30/2026 Elevated Capital Advisors LLC413$130K0.0%-93.0%0.001%
4/30/2026 Team Hewins LLC26,825$8.42M2.5%-0.9%0.070%
4/30/2026 First Horizon Corp61,150$19.19M0.8%+15.4%0.159%
4/30/2026 Kestra Advisory Services LLC61,280$19.23M0.1%+1.4%0.159%
4/30/2026 CFS Investment Advisory Services LLC10,308$3.24M0.2%-1.0%0.027%
4/30/2026 Quantum Portfolio Management LLC11,687$3.67M0.0%+1.8%0.030%
4/30/2026 KDK Private Wealth Management LLC1,636$513K0.5%-2.7%0.004%
4/29/2026 SilverOak Wealth Management LLC4,260$1.34M0.2%-2.1%0.011%
4/29/2026 McLaughlin Asset Management Inc.997$313K0.3%-4.6%0.003%
4/29/2026 Clearwave Capital LLC727$228K0.2%+5.1%0.002%
4/29/2026 Clare Market Investments LLC1,247$391K0.1%N/A0.003%
4/29/2026 Integrated Advisors Network LLC4,171$1.31M0.1%-1.0%0.011%
4/29/2026 Kiley Juergens Wealth Management LLC2,382$747K0.1%N/A0.006%
4/28/2026 Ascentis Independent Advisors102$32K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR32,709$10.27M0.1%+9.6%0.085%
4/28/2026 AdvisorShares Investments LLC52,096$16.35M3.0%N/A0.135%
4/28/2026 Hillcrest Wealth Advisors NY LLC38,800$12.18M4.9%+3.3%0.102%
4/28/2026 NBT Bank N A NY3,882$1.22M0.1%+4.4%0.010%
4/28/2026 Meramec Financial Planners LLC4,462$1.40M0.6%-16.4%0.012%
4/28/2026 QRG Capital Management Inc.1,721$540K0.0%+70.9%0.005%
4/27/2026 HB Wealth Management LLC22,856$7.17M0.0%-0.5%0.060%
4/27/2026 World Investment Advisors8,249$2.59M0.0%+22.4%0.022%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
4/27/2026 Private Advisor Group LLC7,519$2.36M0.0%+8.0%0.020%
4/27/2026 Y Intercept Hong Kong Ltd2,827$887K0.0%N/A0.007%
4/27/2026 VAUGHAN & Co SECURITIES INC.72,425$22.73M11.8%-1.9%0.190%
4/27/2026 Elevation Point Wealth Partners LLC886$278K0.0%N/A0.002%
4/25/2026 Keybank National Association OH145,834$45.76M0.2%-0.2%0.381%
4/25/2026 Stevens Capital Partners14,177$4.45M1.1%+10.1%0.037%
4/25/2026 Smithbridge Asset Management Inc. DE1,131$355K0.1%-49.9%0.003%
4/24/2026 Fulton Bank N.A.2,389$750K0.0%+8.0%0.006%
4/24/2026 Newton One Investments LLC2,302$722K0.2%-3.3%0.006%
4/24/2026 Financial Life Planners575$180K0.1%N/A0.002%


IWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,025 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 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: Strategic Financial Concepts LLC ($1.12M), 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 5,704,836 shares in the last 24 months. This purchase volume represents approximately $1.78B in transactions.

Of the 433 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. ($488.28K), M&T Bank Corp ($369.10K), Laurel Wealth Advisors LLC ($362.84K), Corient Private Wealth LLC ($319.14K), US Bancorp DE ($214.78K), and TIAA Trust National Association ($143.60K).

Institutional investors have sold a total of 4,774,168 shares in the last 24 months. This volume of shares sold represents approximately $1.48B in transactions.


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This page (NYSEARCA:IWO) was last updated on 5/22/2026 by MarketBeat.com Staff.
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