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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$368.21 +6.69 (+1.85%)
As of 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)
601
Total
Institutional Inflows
(last 12 months)
$1.85B
Number of
Institutional Sellers
(last 12 months)
457
Total
Institutional Outflows
(last 12 months)
$1.41B
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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
5/5/2026Midwest Professional Planners LTD.10,540$3.31M0.8%+3.9%0.027%
5/5/2026Bank of New York Mellon Corp206,852$64.91M0.0%-5.4%0.535%
5/5/2026Geneos Wealth Management Inc.9,297$2.92M0.1%+1.7%0.024%
5/5/2026Ethos Financial Group LLC1,287$410K0.0%+23.2%0.003%
5/5/2026SouthState Bank Corp318$100K0.0%-15.0%0.001%
5/5/2026Luts & Greenleigh Group Inc.6,923$2.17M1.7%+0.6%0.018%
5/5/2026Sanctuary Advisors LLC28,633$8.99M0.0%+0.7%0.074%
5/5/2026Sigma Planning Corp5,919$1.86M0.1%-0.6%0.015%
5/5/2026Nwam LLC891$280K0.0%-3.8%0.002%
5/5/2026Fell Capital Management ADV14,104$4.43M4.2%+8.9%0.036%
5/5/2026Avantax Planning Partners Inc.54,775$17.19M0.5%+1.3%0.142%
5/4/2026AMG National Trust Bank52,539$16.49M0.4%-0.1%0.136%
5/4/2026Principal Financial Group Inc.7,500$2.35M0.0%+21.0%0.019%
5/4/2026Bedel Financial Consulting Inc.2,727$856K0.1%-1.9%0.007%
5/4/2026Chicago 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%
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%
4/24/2026 Key Financial Inc1,506$473K0.1%+8.4%0.004%
4/24/2026 Harbor Investment Advisory LLC18,130$5.69M0.4%-2.0%0.047%
4/23/2026 Premier Path Wealth Partners LLC2,034$638K0.1%-8.1%0.005%
4/23/2026 Granite Harbor Advisors Inc.1,314$412K0.2%-13.6%0.003%
4/23/2026 Powell Investment Advisors LLC61,157$19.19M6.6%+1.4%0.160%
4/23/2026 Intrua Financial LLC3,770$1.18M0.1%-35.6%0.010%
4/23/2026 Apollon Wealth Management LLC4,081$1.28M0.0%-4.8%0.011%
4/22/2026 Janney Montgomery Scott LLC10,053$3.16M0.0%-5.4%0.026%
4/22/2026 Decision Investments Inc.5,222$1.64M1.9%-4.0%0.014%
4/22/2026 Sterling Capital Management LLC4,928$1.55M0.0%+23.9%0.013%
4/21/2026 Madrid Wealth Management LLC1,715$538K0.4%N/A0.004%
4/21/2026 Falcon Wealth Planning1,032$324K0.0%-10.3%0.003%
4/21/2026 Grey Ledge Advisors LLC7,402$2.32M0.5%+7.0%0.019%
4/21/2026 Davidson Trust Co.3,545$1.11M0.5%+3.0%0.009%
4/21/2026 Fiduciary Alliance LLC3,375$1.17M0.1%+8.1%0.009%
4/20/2026 Kestra Private Wealth Services LLC22,315$7.00M0.1%+1.8%0.058%
4/20/2026 Ritholtz Wealth Management1,392$437K0.0%+14.3%0.004%
4/20/2026 Corundum Group Inc.35,314$11.08M3.7%+3.0%0.092%
4/20/2026 Echo45 Advisors LLC11,911$3.74M2.1%+1.4%0.031%
4/20/2026 Blue Trust Inc.7,315$2.30M0.0%-7.0%0.019%
4/20/2026 RFG Advisory LLC1,507$473K0.0%-3.8%0.004%
4/20/2026 Fifth Third Wealth Advisors LLC6,137$1.93M0.1%-1.1%0.016%
4/20/2026 Apella Capital LLC1,624$510K0.0%N/A0.004%
4/20/2026 Thoma Capital Management LLC24,118$7.57M4.5%-8.8%0.063%
4/20/2026 Tranquility Partners LLC4,969$1.52M0.6%+6.2%0.013%
4/18/2026 Riverbridge Partners LLC11,144$3.50M0.1%-28.5%0.029%
4/18/2026 HHM Wealth Advisors LLC150$47K0.0%-43.4%0.000%
4/17/2026 Krilogy Financial LLC4,711$1.48M0.0%+22.9%0.012%
4/17/2026 AdvisorNet Financial Inc2,876$902K0.0%-3.7%0.007%
4/17/2026 SVB Wealth LLC2,537$796K0.1%-22.1%0.007%
4/17/2026 Summit Wealth Partners LLC1,446$454K0.1%-12.9%0.004%
4/17/2026 LMG Wealth Partners LLC47,263$14.83M2.7%+2.4%0.123%
4/17/2026 Atlas Brown Inc.10,302$3.23M1.0%-0.4%0.027%
4/17/2026 XML Financial LLC20,488$6.43M0.5%-1.1%0.053%
4/17/2026 Brookstone Capital Management3,055$959K0.0%-1.3%0.008%
4/16/2026 Ironwood Wealth Management LLC.4,983$1.56M0.4%-3.1%0.013%
4/16/2026 Smith Salley Wealth Management1,273$399K0.0%+11.3%0.003%
4/16/2026 Sunbeam Capital Management LLC1,049$329K0.2%-33.4%0.003%
4/16/2026 Stephen J. Garry & Associates LLC10,477$3.29M2.6%+0.4%0.027%


IWO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWO shares?

During the previous two years, 1,038 institutional investors and hedge funds held shares of iShares Russell 2000 Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.20B), Morgan Stanley ($846.08M), Barings LLC ($540.01M), TIAA Trust National Association ($441.19M), Envestnet Asset Management Inc. ($341.76M), Goldman Sachs Group Inc. ($312.04M), and Cassaday & Co Wealth Management LLC ($297.71M).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 865 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).

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

Institutional investors have bought a total of 6,008,469 shares in the last 24 months. This purchase volume represents approximately $1.85B in transactions.

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

Of the 453 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: 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), Wellington Management Group LLP ($205.07K), and Raymond James Financial Inc. ($184.79K).

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

Institutional investors have sold a total of 4,684,123 shares in the last 24 months. This volume of shares sold represents approximately $1.41B in transactions.


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