iShares Russell 2000 GrowthIWOETF

13F holders, Q1 2024 (March 31)
932holders
1famous investor
$270.82avg. 13F price*

At the end of Q1 2024, 932 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings. The largest holders were Morgan Stanley ($906.1M), Bank of America Corp. ($867.5M) and Barings LLC ($398.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Russell 2000 Growth
CUSIP
464287648
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 932Q1 2024Q2 2024: 901Q2 2024Q3 2024: 965Q3 2024Q4 2024: 1,052Q4 2024Q1 2025: 959Q1 2025Q2 2025: 961Q2 2025Q3 2025: 991Q3 2025Q4 2025: 1,063Q4 2025Q1 2026: 1,027Q1 2026Q2 2026: 1,106Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions91$104.2M
Exits79$151.0M

Ownership 932 holders

Morgan Stanley 0.07% Add +0.2% 3,346,144 $906.1M
Bank of America Corp. 0.09% Reduce -1.8% 3,203,628 $867.5M
Barings LLC 10.11% Reduce -2.2% 1,471,650 $398.5M
Tiaa Trust, National Association 1.16% Add +4.0% 1,397,796 $379.0M
Envestnet Asset Management Inc. 0.11% Reduce -4.5% 1,058,321 $286.6M
Wells Fargo & Company 0.07% Reduce -6.4% 913,773 $247.4M
Cassaday & Co Wealth Management LLC 7.40% Add +2.2% 840,206 $227.5M
Goldman Sachs Group Inc. 0.05% Add +11.7% 797,891 $216.1M
Commonwealth Equity Services, LLC 0.32% Add +0.7% 701,793 $190.0M
PNC Financial Services Group, Inc. 0.13% Reduce -0.8% 674,325 $182.6M
Cohen Klingenstein LLC 5.60% Reduce -2.0% 555,790 $150.5M
UBS Group AG 0.05% Reduce -5.4% 514,419 $139.3M
Alliancebernstein L.P. 0.04% Add +1.3% 469,352 $127.1M
US Bancorp \de 0.18% Add +2.6% 464,550 $125.8M
D.A. Davidson & Co. 1.12% Add +1.2% 457,366 $123.9M
Northern Trust Corp. 0.02% Add +2.2% 446,780 $121.0M
LPL Financial LLC 0.06% Add +19.8% 434,650 $117.7M
M&T Bank Corp 0.41% Reduce -2.7% 433,123 $117.3M
Charles Schwab Investment Management Inc. 0.03% Add +25.3% 426,218 $115.4M
JPMorgan Chase & Co. 0.01% Reduce -0.6% 402,505 $109.0M
FMR LLC 0.01% Add +27.3% 395,523 $107.1M
Royal Bank of Canada 0.02% Reduce -15.7% 332,885 $90.1M
Financial Engines Advisors L.L.C. 0.19% Reduce -3.1% 313,963 $85.0M
Raymond James & Associates 0.06% Add +34.2% 311,272 $84.3M
Commerce Bank 0.50% Reduce -0.4% 279,560 $75.7M
Cetera Investment Advisers 0.17% Add +206.7% 272,261 $73.7M
Bank of New York Mellon Corp 0.01% Reduce -12.0% 237,795 $64.4M
Sei Investments Co. 0.08% Reduce -5.6% 202,148 $54.7M
Badgley Phelps Wealth Managers, LLC 1.36% Add +2.8% 201,080 $54.5M
Creative Planning 0.05% Reduce -1.3% 181,395 $49.1M
Cresset Asset Management, LLC 0.24% Add +6.3% 179,271 $48.5M
Brown Advisory Inc. 0.06% Reduce -25.5% 179,259 $48.5M
Truist Financial Corp. 0.07% Add +15.3% 178,493 $48.3M
Alaska Permanent Fund Corp 0.70% Reduce -65.6% 176,576 $47.8M
Wealth Enhancement Advisory Services, LLC 0.12% Add +9.2% 174,775 $47.3M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -7.7% 156,890 $42.5M
Keybank National Association 0.17% Reduce -0.5% 155,502 $42.1M
Raymond James Financial Services Advisors, Inc. 0.06% Add +4.1% 151,034 $40.9M
BNP Paribas Financial Markets 0.05% Add +11.5% 148,439 $40.2M
Corient Private Wealth LP 0.07% Reduce -1.9% 148,176 $40.1M
Orion Porfolio Solutions, LLC 0.39% Add +0.0% 133,046 $36.0M
Orion Portfolio Solutions, LLC 0.39% Add +0.0% 133,046 $36.0M
Silvercrest Asset Management Group LLC 0.24% Reduce -1.1% 132,736 $35.9M
Shepherd Financial Partners LLC 4.62% Add +10.7% 130,364 $35.3M
Pacific Life Fund Advisors LLC 3.29% Reduce -6.9% 123,932 $33.6M
Ameriprise Financial Inc. 0.01% Add +4.6% 113,038 $30.6M
Choreo, LLC 0.75% Add +2.4% 107,181 $29.0M
Citigroup Inc. 0.03% Reduce -1.1% 106,289 $28.8M
Stephens Inc. 0.44% Add +4.9% 105,793 $28.6M
Proficio Capital Partners LLC 3.15% New 105,851 $28.6M
Fort Washington Investment Advisors Inc. 0.18% No change 105,534 $28.6M
NSI Retail Advisors, LLC 4.23% No change 104,000 $28.2M
CSM Advisors, LLC 1.86% No change 104,000 $28.2M
HighTower Advisors, LLC 0.04% Add +14.6% 101,602 $27.5M
Osaic Holdings, Inc. 0.06% Reduce -24.5% 100,688 $27.3M
MAI Capital Management 0.28% Add +4.7% 98,703 $26.7M
Pathstone Holdings, LLC 0.12% Reduce -0.8% 92,568 $25.1M
Prudential Financial Inc. 0.03% Add +69.5% 90,597 $24.5M
AE Wealth Management LLC 0.27% Add +19.8% 88,781 $24.0M
Moneta Group Investment Advisors LLC 0.39% Add +4.1% 87,900 $23.8M
Waldron Private Wealth LLC 1.05% Reduce -10.4% 85,808 $23.2M
Arax Advisory Partners 2.34% Reduce -2.7% 81,830 $22.2M
Bank of Montreal 0.01% Add +3.5% 80,369 $21.8M
Baird Financial Group, Inc. 0.04% Reduce -4.2% 78,813 $21.3M
Weiss Asset Management LP 1.26% Reduce -12.7% 78,653 $21.3M
Stifel Financial Corp. 0.02% Reduce -10.9% 76,771 $20.8M
Healthcare of Ontario Pension Plan Trust Fund 0.07% No change 75,097 $20.3M
Hantz Financial Services, Inc. 0.37% Reduce -6.8% 71,007 $19.2M
Comerica Bank 0.08% Reduce -5.9% 70,759 $19.2M
VAUGHAN & Co SECURITIES, INC. 12.11% Reduce -0.2% 70,253 $19.0M
Wellington Management Group LLP 0.00% Reduce -52.7% 69,818 $18.9M
Captrust Financial Advisors 0.07% Reduce -25.3% 68,472 $18.5M
Crestone Asset Management LLC 3.67% Add +2.1% 67,326 $18.2M
Covenant Partners, LLC 5.14% Reduce -5.1% 65,099 $17.6M
Cerity Partners LLC 0.05% Add +17.9% 64,903 $17.6M
TimesSquare Capital Management, LLC 0.25% Reduce -31.2% 64,500 $17.5M
Mariner, LLC 0.04% Add +0.5% 63,712 $17.3M
Focus Partners Wealth 0.14% Add +1502.9% 63,267 $17.1M
BlackRock Inc. 0.00% Reduce -11.4% 63,216 $17.1M
Rockefeller Capital Management L.P. 0.05% Reduce -36.7% 62,532 $16.9M
MML Investors Services, LLC 0.07% Reduce -2.3% 61,673 $16.7M
Kestra Advisory Services, LLC 0.11% Add +0.7% 61,480 $16.6M
Geller Advisors LLC 1.29% Add +0.1% 58,924 $16.0M
HRT Financial LP 0.09% Add +7.7% 56,839 $15.4M
AMG National Trust Bank 0.45% Add +1.6% 56,552 $15.3M
Fifth Third Bancorp 0.06% Reduce -2.6% 54,793 $14.8M
Fortis Group Advisors, LLC 2.59% Add +64892.5% 51,994 $14.1M
Flaharty Asset Management, LLC 2.08% Reduce -14.9% 51,643 $14.0M
CHURCHILL MANAGEMENT Corp 0.16% New 48,658 $13.2M
First Horizon Advisors, Inc. 0.40% Reduce -9.2% 48,284 $13.1M
Duff & Phelps Investment Management Co. 0.15% No change 46,870 $12.7M
Synovus Financial Corp. 0.16% Reduce -1.9% 46,325 $12.5M
RTD Financial Advisors, Inc. 1.68% Reduce -1.0% 46,200 $12.5M
LMG Wealth Partners, LLC 3.07% Reduce -0.1% 45,001 $12.2M
William Blair Investment Management, LLC 0.03% Add +5.1% 44,939 $12.2M
Courier Capital LLC 0.87% Reduce -0.8% 44,495 $12.0M
Black Swift Group, LLC 2.91% New 41,910 $11.3M
Strategic Wealth Partners Group, LLC 1.19% Reduce -1.0% 39,917 $10.8M
Axiom Investors LLC 0.09% Reduce -24.0% 38,300 $10.4M
Whittier Trust Co. of Nevada Inc. 0.29% Add +0.2% 37,854 $10.3M

"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.

Show all 932 holders