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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$289.90 +2.10 (+0.73%)
As of 02:13 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)
558
Total
Institutional Inflows
(last 12 months)
$2.22B
Number of
Institutional Sellers
(last 12 months)
406
Total
Institutional Outflows
(last 12 months)
$1.07B
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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
7/8/2025Parallel Advisors LLC2,289$654K0.0%+22.7%0.006%
7/7/2025LWM Advisors Inc.21,860$6.25M6.0%-1.3%0.054%
7/7/2025Global Wealth Strategies & Associates852$244K0.1%-5.9%0.002%
7/3/2025 Trust Co of the South775$222K0.0%N/A0.002%
7/2/2025 Dentgroup LLC1,301$372K0.3%-20.1%0.003%
7/1/2025 Harbor Investment Advisory LLC19,341$5.53M0.5%-2.3%0.048%
5/29/2025Rhumbline Advisers743$190K0.0%+358.6%0.002%
5/21/2025McAdam LLC6,808$1.74M0.1%-4.8%0.016%
5/21/2025Geneos Wealth Management Inc.8,431$2.15M0.1%+2.7%0.020%
5/20/2025Belpointe Asset Management LLC962$246K0.0%-56.5%0.002%
5/20/2025Fortis Capital Advisors LLC962$246K0.0%N/A0.002%
5/20/2025Focus Partners Wealth68,325$17.46M0.0%-46.5%0.162%
5/20/2025Flaharty Asset Management LLC45,643$11.66M1.7%-8.4%0.108%
5/20/2025Strive Asset Management LLC1,122$287K0.2%-41.4%0.003%
5/20/2025Integrity Alliance LLC.3,605$921K0.0%N/A0.009%
5/20/2025Glenview Trust co2,822$721K0.0%-10.4%0.007%
5/19/2025SCS Capital Management LLC1,864$476K0.0%N/A0.004%
5/16/2025Ascent Group LLC2,012$514K0.0%N/A0.005%
5/16/2025Axiom Investors LLC DE28,500$7.28M0.1%-39.1%0.068%
5/16/2025Arete Wealth Advisors LLC1,340$342K0.0%-23.6%0.003%
5/16/2025Ashton Thomas Private Wealth LLC2,542$649K0.0%+4.0%0.006%
5/16/2025Goldman Sachs Group Inc.546,020$139.52M0.0%-17.0%1.352%
5/16/2025Kestra Investment Management LLC220$56K0.0%N/A0.001%
5/16/2025Jones Financial Companies Lllp121,436$31.03M0.0%+90.8%0.288%
5/16/2025Plancorp LLC1,956$500K0.0%-3.8%0.005%
5/16/2025NewEdge Advisors LLC30,574$7.81M0.0%-6.2%0.073%
5/16/2025Integrated Wealth Concepts LLC3,575$913K0.0%-57.7%0.008%
5/16/2025Clark Capital Management Group Inc.25,122$6.42M0.0%-15.8%0.060%
5/16/2025Alliancebernstein L.P.257,644$65.84M0.0%-2.5%0.612%
5/16/2025AQR Capital Management LLC11,492$2.94M0.0%+20.0%0.027%
5/15/2025EP Wealth Advisors LLC25,500$6.52M0.1%-2.9%0.061%
5/15/2025LGL Partners LLC10,661$2.72M1.3%-18.3%0.025%
5/15/2025Focus Partners Advisor Solutions LLC5,985$1.53M0.0%+19.3%0.014%
5/15/2025Royal Bank of Canada377,626$96.49M0.0%+4.5%0.897%
5/15/2025MAI Capital Management101,288$25.88M0.2%-0.9%0.241%
5/15/2025Baird Financial Group Inc.44,542$11.38M0.0%-11.5%0.106%
5/15/2025WPG Advisers LLC96$25K0.0%N/A0.000%
5/15/2025BNP Paribas Financial Markets249,244$63.69M0.0%+24.0%0.592%
5/15/2025Eisler Capital Management Ltd.2,904$742K0.0%N/A0.007%
5/14/2025Wealth Preservation Advisors LLC214$55K0.0%N/A0.001%
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5/14/2025CreativeOne Wealth LLC8,055$2.06M0.1%+9.3%0.019%
5/14/2025Ieq Capital LLC21,012$5.37M0.0%-1.5%0.050%
5/14/2025Widmann Financial Services Inc.8,016$2.05M1.6%+6.6%0.019%
5/14/2025Comerica Bank80,960$20.69M0.1%-1.2%0.192%
5/14/2025RPg Family Wealth Advisory LLC12,391$3.17M0.9%+0.4%0.029%
5/14/2025Synovus Financial Corp39,716$10.15M0.1%-7.2%0.094%
5/14/2025Axiom Investors LLC DE28,500$7.28M0.1%-39.1%0.068%
5/14/2025Smartleaf Asset Management LLC736$190K0.0%+594.3%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.130,723$33.40M0.0%-2.6%0.311%
5/14/2025Lionshead Wealth Management LLC5,494$1.40M1.5%-23.1%0.013%
5/14/2025Sax Wealth Advisors LLC1,279$327K0.0%N/A0.003%
5/14/2025Strategies Wealth Advisors LLC2,776$709K0.1%+84.9%0.007%
5/14/2025Kestra Advisory Services LLC55,837$14.27M0.1%-2.6%0.133%
5/14/2025Wescott Financial Advisory Group LLC3,324$849K0.1%+9.6%0.008%
5/14/2025Compound Planning Inc.4,488$1.15M0.1%+457.5%0.011%
5/14/2025CW Advisors LLC24,005$6.15M0.1%-44.3%0.057%
5/14/2025Summit Financial LLC35,599$9.10M0.3%+73.9%0.085%
5/14/2025Flow Traders U.S. LLC9,053$2.31M0.1%N/A0.022%
5/14/2025TFB Advisors LLC812$208K0.1%-6.5%0.002%
5/14/2025Capital Analysts LLC2,840$726K0.0%+3.3%0.007%
5/14/2025Tradition Wealth Management LLC11,688$2.99M0.3%-1.7%0.028%
5/14/2025Venture Visionary Partners LLC43,155$11.03M0.5%-49.9%0.103%
5/14/2025Hsbc Holdings PLC33,567$8.58M0.0%+2.4%0.080%
5/14/2025Fuller & Thaler Asset Management Inc.82,377$21.05M0.1%+14.0%0.196%
5/14/2025Wellington Management Group LLP118,323$30.24M0.0%-34.9%0.281%
5/13/2025Cladis Investment Advisory LLC800$204K0.1%N/A0.002%
5/13/2025Sand Hill Global Advisors LLC8,985$2.30M0.1%+3.0%0.021%
5/13/2025Northern Trust Corp449,683$114.91M0.0%-4.3%1.068%
5/13/2025Mill Creek Capital Advisors LLC10,718$2.74M0.1%-21.9%0.025%
5/13/2025Freestone Capital Holdings LLC3,348$856K0.0%-14.4%0.008%
5/13/2025LWM Advisors Inc.22,150$5.80M6.0%+0.4%0.053%
5/13/2025Ethos Financial Group LLC2,586$661K0.1%N/A0.006%
5/13/2025Steward Partners Investment Advisory LLC35,165$8.99M0.1%-33.4%0.084%
5/13/2025Intrepid Financial Planning Group LLC3,849$984K0.5%+1.1%0.009%
5/13/2025Raymond James Financial Inc.482,086$123.19M0.0%-12.9%1.145%
5/13/2025Cresset Asset Management LLC185,380$47.37M0.2%-5.0%0.440%
5/13/2025Nations Financial Group Inc. IA ADV5,571$1.42M0.1%+2.7%0.013%
5/13/2025American Century Companies Inc.9,892$2.53M0.0%N/A0.023%
5/13/2025EverSource Wealth Advisors LLC4,118$1.05M0.1%-7.5%0.010%
5/13/2025Stephen J. Garry & Associates LLC10,345$2.64M2.5%+2.2%0.025%
5/13/2025Finley Financial LLC14,195$3.62M2.0%+0.7%0.034%
5/13/2025Kovitz Investment Group Partners LLC37,974$9.70M0.0%-4.4%0.090%
5/13/2025Oak Ridge Investments LLC974$249K0.0%-76.6%0.002%
5/13/2025Dagco Inc.150$38K0.0%N/A0.000%
5/13/2025Russell Investments Group Ltd.1,149$294K0.0%+14.8%0.003%
5/13/2025Callan Family Office LLC843$215K0.0%+12.9%0.002%
5/13/2025HighTower Advisors LLC70,921$18.12M0.0%-5.1%0.168%
5/12/2025Financial Engines Advisors L.L.C.272,735$69.69M0.1%+1.9%0.648%
5/12/2025Meridian Wealth Management LLC5,290$1.35M0.1%-2.3%0.013%
5/12/2025SouthState Corp269$69K0.0%+37.9%0.001%
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5/12/2025Cobblestone Capital Advisors LLC NY6,391$1.63M0.1%-0.7%0.015%
5/12/2025Polen Capital Management LLC1,528$391K0.0%N/A0.004%
5/12/2025Townsquare Capital LLC4,224$1.08M0.0%+11.7%0.010%
5/12/2025Zions Bancorporation National Association UT4,601$1.18M0.1%N/A0.011%
5/12/2025NBW Capital LLC22,325$5.71M1.3%-22.5%0.053%
5/12/2025Citigroup Inc.49,009$12.52M0.0%-26.7%0.116%
5/12/2025AlphaCore Capital LLC635$162K0.0%N/A0.002%
5/12/2025Fayez Sarofim & Co1,314$336K0.0%-13.2%0.003%
5/9/2025Headlands Technologies LLC932$238K0.0%N/A0.002%
5/9/20251834 Investment Advisors Co.11,418$2.92M0.4%-2.1%0.027%
(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, 965 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 ($384.18M), TIAA FSB ($333.21M), Envestnet Asset Management Inc. ($276.25M), 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 795 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), 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 7,933,164 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

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

Of the 406 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 ($727.92K), International Assets Investment Management LLC ($258.15K), US Bancorp DE ($216.43K), Commonwealth Equity Services LLC ($203.42K), Alliancebernstein L.P. ($183.29K), BNP Paribas Financial Markets ($153.99K), and Wellington Management Group LLP ($152.13K).

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

Institutional investors have sold a total of 3,968,035 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.



This page (NYSEARCA:IWO) was last updated on 7/8/2025 by MarketBeat.com Staff
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