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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$291.54 +0.48 (+0.16%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$291.54 0.00 (0.00%)
As of 08/8/2025 04:10 PM Eastern
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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)
579
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
429
Total
Institutional Outflows
(last 12 months)
$1.23B
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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
8/8/2025Rockefeller Capital Management L.P.97,475$29.67M0.1%-3.5%0.240%
8/8/2025Kingsview Wealth Management LLC3,646$1.04M0.0%-3.0%0.009%
8/8/2025Citizens Financial Group Inc. RI8,022$2.29M0.0%+18.7%0.020%
8/8/2025Avantax Advisory Services Inc.17,538$5.01M0.0%-8.2%0.043%
8/8/2025Thoroughbred Financial Services LLC1,240$354K0.0%-13.2%0.003%
8/8/2025Cetera Investment Advisers259,602$74.21M0.1%-5.6%0.639%
8/8/2025Flaharty Asset Management LLC47,387$13.55M2.8%+3.8%0.117%
8/8/2025Creative Planning176,494$50.45M0.0%-1.3%0.435%
8/8/2025Meridian Wealth Management LLC5,191$1.48M0.1%-1.9%0.013%
8/8/2025Foundations Investment Advisors LLC1,104$316K0.0%-39.4%0.003%
8/8/2025Arcadia Investment Management Corp MI235$67K0.0%-34.7%0.001%
8/8/2025Pacific Life Fund Advisors LLC81,647$23.34M2.5%-16.8%0.201%
8/8/2025Advisors Capital Management LLC812$232K0.0%N/A0.002%
8/8/2025Fiera Capital Corp3,099$886K0.0%-96.8%0.008%
8/8/2025Investment Partners LTD.8,701$2.49M0.9%+3.6%0.021%
8/8/2025MV Capital Management Inc.10,076$2.88M0.3%-5.6%0.025%
8/8/2025Smithfield Trust Co930$265K0.0%+18.5%0.002%
8/8/2025Kaizen Financial Strategies1,225$350K0.2%+8.9%0.003%
8/8/2025Bailard Inc.18,863$5.39M0.1%+2.2%0.046%
8/8/2025Renasant Bank4,016$1.15M0.8%-2.6%0.010%
8/8/2025PNC Financial Services Group Inc.607,024$173.52M0.1%-6.3%1.495%
8/8/2025TimesSquare Capital Management LLC85,000$24.30M0.4%N/A0.209%
8/8/2025Ironwood Investment Counsel LLC3,434$982K0.1%+1.6%0.008%
8/7/2025 Verus Capital Partners LLC3,440$983K0.1%+2.9%0.008%
8/7/2025 Mayport LLC769$220K0.1%N/A0.002%
8/7/2025 Nwam LLC683$200K0.0%-44.8%0.002%
8/7/2025 Montag A & Associates Inc.1,562$447K0.0%+6.3%0.004%
8/7/2025 Topel & Distasi Wealth Management LLC756$216K0.1%N/A0.002%
8/7/2025 Cahill Financial Advisors Inc.1,080$309K0.0%-3.6%0.003%
8/7/2025 Allworth Financial LP4,131$1.18M0.0%+10.2%0.010%
8/7/2025 Fidelis Capital Partners LLC3,282$958K0.1%-3.1%0.008%
8/7/2025 Zions Bancorporation National Association UT12,127$3.47M0.2%+163.6%0.030%
8/7/2025 Future Fund LLC18,311$5.23M2.3%N/A0.045%
8/7/2025 Midwest Trust Co11,700$3.35M0.0%N/A0.029%
8/7/2025 Sound View Wealth Advisors Group LLC2,383$681K0.1%-1.6%0.006%
8/7/2025 Parkside Financial Bank & Trust10,886$3.11M0.3%-15.7%0.027%
8/7/2025 BHK Investment Advisors LLC1,159$331K0.1%+13.2%0.003%
8/6/2025 Prospera Financial Services Inc12,530$3.58M0.1%-5.7%0.031%
8/6/2025 AE Wealth Management LLC189,933$54.29M0.4%+5.4%0.468%
8/6/2025 Rialto Wealth Management LLC1,592$455K0.1%-7.6%0.004%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

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8/6/2025 Grey Fox Wealth Advisors LLC9,702$2.77M0.7%-7.8%0.024%
8/6/2025 Savant Capital LLC23,263$6.65M0.0%-6.1%0.057%
8/6/2025 Eukles Asset Management5,276$1.51M0.6%-2.1%0.013%
8/6/2025 Flagship Private Wealth LLC1,854$530K0.2%-25.2%0.005%
8/6/2025 Golden State Wealth Management LLC10,399$2.97M0.4%-5.3%0.026%
8/6/2025 Commonwealth Equity Services LLC487,785$139.44M0.2%-4.9%1.201%
8/6/2025 SouthState Corp324$93K0.0%+20.4%0.001%
8/6/2025 Ethos Financial Group LLC1,289$369K0.0%-50.2%0.003%
8/6/2025 Atlantic Union Bankshares Corp1,510$432K0.0%N/A0.004%
8/6/2025 First Horizon Advisors Inc.50,204$14.35M0.4%-3.0%0.124%
8/6/2025 Stonebridge Financial Planning Group LLC3,694$1.06M0.4%-2.1%0.009%
8/6/2025 360 Financial Inc.25,540$7.30M2.3%+3.5%0.063%
8/5/2025 Crestwood Advisors Group LLC6,813$1.95M0.0%-4.4%0.017%
8/5/2025 Integrity Wealth Solutions LLC2,247$642K0.3%-7.1%0.006%
8/5/2025 Cassaday & Co Wealth Management LLC901,004$257.56M6.4%+1.4%2.219%
8/5/2025 Pointe Capital Management LLC3,992$1.14M0.6%+15.9%0.010%
8/5/2025 Bank of New York Mellon Corp243,253$69.54M0.0%-8.8%0.599%
8/5/2025 Seelaus Asset Management LLC1,670$478K0.4%-8.2%0.004%
8/5/2025 Bank of Montreal Can75,658$21.63M0.0%-2.3%0.186%
8/5/2025 MMA Asset Management LLC5,549$1.59M0.6%-73.1%0.014%
8/5/2025 Sigma Planning Corp6,164$1.76M0.1%-2.9%0.015%
8/5/2025 Mission Wealth Management LP2,620$749K0.0%+8.2%0.006%
8/5/2025 TIAA Trust National Association1,375,677$392.58M1.0%-8.5%3.388%
8/5/2025 Welch & Forbes LLC14,218$4.06M0.1%-2.6%0.035%
8/5/2025 Strategic Financial Concepts LLC1,358$388K0.1%+3.9%0.003%
8/5/2025 GHP Investment Advisors Inc.2,421$692K0.0%-2.7%0.006%
8/5/2025 Marshall Financial Group Inc. ADV6,124$1.75M0.5%-6.5%0.015%
8/5/2025 Geneva Capital Management LLC33,830$9.67M0.2%-20.8%0.083%
8/4/2025 Integrity Alliance LLC.1,736$496K0.0%-51.8%0.004%
8/4/2025 AMG National Trust Bank56,327$16.10M0.4%-7.6%0.139%
8/4/2025 Mesirow Financial Investment Management Inc.2,674$764K0.0%-3.2%0.007%
8/4/2025 UNIVEST FINANCIAL Corp1,729$494K0.0%-77.3%0.004%
8/4/2025 Simon Quick Advisors LLC11,664$3.33M0.1%-2.5%0.029%
8/4/2025 AdvisorShares Investments LLC7,400$2.12M0.4%N/A0.018%
8/4/2025 Atria Investments Inc2,141$612K0.0%-35.3%0.005%
8/4/2025 Assetmark Inc.2,344$670K0.0%-33.5%0.006%
8/4/2025 Keybank National Association OH152,868$43.70M0.2%-0.9%0.377%
8/4/2025 HBK Sorce Advisory LLC2,902$830K0.0%-2.7%0.007%
8/4/2025 Premier Path Wealth Partners LLC2,228$637K0.1%-2.7%0.005%
8/4/2025 Spire Wealth Management3,423$979K0.0%+24.2%0.008%
8/4/2025 Hantz Financial Services Inc.79,377$22.69M0.4%-0.4%0.196%
8/4/2025 World Investment Advisors5,740$1.64M0.0%+1.0%0.014%
8/4/2025 Daymark Wealth Partners LLC1,057$302K0.0%+14.1%0.003%
8/1/2025 Transcend Capital Advisors LLC750$214K0.0%N/A0.002%
8/1/2025 Cobblestone Capital Advisors LLC NY5,651$1.62M0.1%-11.6%0.014%
8/1/2025 Bessemer Group Inc.800$229K0.0%+85.6%0.002%
8/1/2025 First Command Advisory Services Inc.95$27K0.0%N/A0.000%
8/1/2025 Ashton Thomas Private Wealth LLC3,363$961K0.0%+32.3%0.008%
8/1/2025 Envestnet Asset Management Inc.1,052,762$300.94M0.1%-2.6%2.593%
7/31/2025 Wealthfront Advisers LLC8,969$2.56M0.0%-3.4%0.022%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
7/31/2025 Blake Schutter Theil Wealth Advisors LLC2,315$662K0.8%N/A0.006%
7/31/2025 Fiduciary Wealth Partners LLC1,003$287K0.3%+100,200.0%0.002%
7/31/2025 Schneider Downs Wealth Management Advisors LP2,144$613K0.1%+5.3%0.005%
7/31/2025 Brighton Jones LLC10,230$2.92M0.1%+0.9%0.025%
7/31/2025 Waldron Private Wealth LLC68,351$19.54M0.9%-2.9%0.168%
7/31/2025 Shaker Investments LLC OH743$212K0.1%N/A0.002%
7/31/2025 Focus Partners Advisor Solutions LLC6,493$1.86M0.0%+8.5%0.016%
7/31/2025 Glass Jacobson Investment Advisors llc3,434$982K0.4%-3.9%0.008%
7/31/2025 Sage Mountain Advisors LLC263$75K0.0%+67.5%0.001%
7/31/2025 Carnegie Investment Counsel11,970$3.42M0.1%+6.2%0.029%
(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, 972 institutional investors and hedge funds held shares of iShares Russell 2000 Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.05B), Morgan Stanley ($680.31M), Barings LLC ($418.30M), TIAA Trust National Association ($392.58M), Envestnet Asset Management Inc. ($300.94M), Cassaday & Co Wealth Management LLC ($257.56M), and Wells Fargo & Company MN ($238.67M).Learn more on iShares Russell 2000 Growth ETF's institutional investors.

What percentage of iShares Russell 2000 Growth ETF's stock is owned by 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.

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

Of the 813 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: Bishop & Co Investment Management LLC ($7.34M), TIAA Trust National Association ($1.44M), Strategic Financial Concepts LLC ($1.12M), CHURCHILL MANAGEMENT Corp ($730.14K), International Assets Investment Management LLC ($576.69K), Victory Capital Management Inc. ($568.42K), and Raymond James Financial Inc. ($553.66K).

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

Institutional investors have bought a total of 6,997,845 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

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

Of the 429 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: CHURCHILL MANAGEMENT Corp ($728.34K), US Bancorp DE ($332.70K), International Assets Investment Management LLC ($258.15K), Alliancebernstein L.P. ($183.29K), BNP Paribas Financial Markets ($153.99K), Wellington Management Group LLP ($152.13K), and TIAA Trust National Association ($134.36K).

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

Institutional investors have sold a total of 4,497,877 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.



This page (NYSEARCA:IWO) was last updated on 8/9/2025 by MarketBeat.com Staff
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