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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$395.65 +2.95 (+0.75%)
As of 08/14/2026 04:10 PM Eastern

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)
528
Total
Institutional Inflows
(last 12 months)
$8.53B
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
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$2.09M1.6%-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 NJ 583$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%
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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%
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%
7/9/2026 Valeo Financial Advisors LLC5,136$2.02M0.0%+17.5%0.013%
7/9/2026 Flaharty Asset Management LLC2,296$888K1.3%-91.4%0.006%
7/8/2026 MRA Advisory Group508$200K0.1%N/A0.001%
7/8/2026 OFS Enterprise LLC26,514$10.45M2.7%-4.0%0.068%
7/8/2026 Apella Capital LLC1,667$643K0.0%+2.6%0.004%
7/7/2026 Mechanics Bank Trust Department18,505$7.29M0.9%+0.2%0.047%
7/7/2026 Balefire LLC606$239K0.0%N/A0.002%
7/7/2026 Harbor Investment Advisory LLC18,223$7.18M0.5%+0.5%0.047%
7/7/2026 Canandaigua National Bank & Trust Co.3,219$1.27M0.1%N/A0.008%
7/7/2026 Arlington Trust Co LLC112$44K0.0%N/A0.000%
7/7/2026 CGN Advisors LLC850$335K0.0%+3.2%0.002%
7/6/2026 jvl associates llc6,784$2.67M0.8%+0.5%0.017%
7/6/2026 Bangor Savings Bank1,010$398K0.0%-23.0%0.003%
7/6/2026 Trilogy Capital Inc.21,667$8.54M0.3%N/A0.056%
7/2/2026 MassMutual Private Wealth & Trust FSB810$319K0.0%-9.9%0.002%
7/2/2026 Cedar Mountain Advisors LLC821$323K0.1%+371.8%0.002%
7/1/2026 Eastern Bank3,020$1.19M0.0%+6.6%0.008%
6/18/2026Western Wealth Management LLC766$240K0.0%-3.3%0.002%
6/16/2026 PVG Asset Management Corp520$163K0.1%N/A0.001%
6/10/2026 FAS Wealth Partners Inc.3,235$1.02M0.1%+4.6%0.008%
6/3/2026 Parallel Advisors LLC3,207$1.01M0.0%+6.7%0.008%
6/3/2026 NewEdge Advisors LLC25,755$8.08M0.0%-13.6%0.067%
6/2/2026 Optiver Holding B.V.16,503$5.18M0.0%-100.1%0.043%
6/1/2026 First Nebraska Trust Co688$216K0.0%N/A0.002%
5/29/2026 Asset Dedication LLC358$112K0.0%-8.0%0.001%
5/26/2026 Glenmede Trust Co. NA27,317$8.57M0.0%+1.2%0.071%
5/22/2026 Verus 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%
5/19/2026Bank of America Corp DE3,472,005$1.09B0.1%-16.4%8.972%
5/19/2026Centaurus 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%
5/18/2026Royal Bank of Canada374,869$117.64M0.0%-1.2%0.969%
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5/16/2026 Quantinno Capital Management LP5,135$1.61M0.0%-10.6%0.013%
5/16/2026Castleark 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%
5/15/2026Waverly 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%


IWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,023 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 848 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 27,159,147 shares in the last 24 months. This purchase volume represents approximately $8.56B in transactions.

Of the 370 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 ($319.14K), Wellington Management Group LLP ($141.58K), and Orion Porfolio Solutions LLC ($121.58K).

Institutional investors have sold a total of 3,815,742 shares in the last 24 months. This volume of shares sold represents approximately $1.21B 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 8/7/2026. New 13F filings are added each quarter as they're published.
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