iShares Russell 2000 GrowthIWOETF

13F holders, Q2 2024 (June 30)
901holders −31
46new positions
71sold out
3famous investors
$256.34avg. 13F price*

At the end of Q2 2024, 901 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, down 31 from Q1 2024. 46 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($885.5M), Morgan Stanley ($657.8M) and Barings LLC ($407.5M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024

InstitutionsTotal Value
New Positions46$125.6M
Exits71$152.1M

All 13F filers, Q1 2024 → Q2 2024: 2,371,126 shares bought and 2,413,124 shares sold, net −41,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 901 holders

Bank of America Corp. 0.09% Add +5.3% 3,372,995 $885.5M
Morgan Stanley 0.05% Reduce -25.1% 2,505,596 $657.8M
Barings LLC 10.01% Add +5.3% 1,549,450 $407.5M
Tiaa Trust, National Association 1.15% Add +1.8% 1,423,320 $374.1M
Envestnet Asset Management Inc. 0.10% Add +1.2% 1,070,554 $281.1M
Wells Fargo & Company 0.06% Reduce -0.2% 912,350 $239.5M
Cassaday & Co Wealth Management LLC 7.08% Add +2.1% 857,761 $225.2M
Goldman Sachs Group Inc. 0.04% Reduce -0.9% 790,454 $207.5M
PNC Financial Services Group, Inc. 0.11% Reduce -2.9% 654,731 $171.9M
Commonwealth Equity Services, LLC 0.25% Reduce -15.8% 590,717 $155.1M
Cohen Klingenstein LLC 5.30% No change 555,790 $145.9M
US Bancorp \de 0.18% Add +6.2% 493,420 $129.5M
Charles Schwab Investment Management Inc. 0.02% Add +11.9% 476,774 $125.2M
D.A. Davidson & Co. 1.08% Add +1.3% 463,258 $121.6M
UBS Group AG 0.04% Reduce -11.0% 457,969 $120.2M
Alliancebernstein L.P. 0.04% Reduce -6.0% 441,309 $115.9M
Northern Trust Corp. 0.02% Reduce -1.3% 441,022 $115.8M
M&T Bank Corp 0.38% Reduce -1.0% 428,826 $112.6M
LPL Financial LLC 0.05% Reduce -10.4% 389,500 $102.3M
JPMorgan Chase & Co. 0.01% Reduce -15.3% 340,816 $89.5M
Raymond James & Associates 0.06% Add +7.8% 335,550 $88.1M
Royal Bank of Canada 0.02% Add +0.1% 333,106 $87.5M
Financial Engines Advisors L.L.C. 0.18% Reduce -0.6% 312,061 $81.9M
FMR LLC 0.01% Reduce -25.0% 296,772 $77.9M
Cetera Investment Advisers 0.16% Add +0.1% 272,583 $71.6M
Commerce Bank 0.42% Reduce -12.3% 245,034 $64.3M
Bank of New York Mellon Corp 0.01% Reduce -6.2% 222,952 $58.5M
Cresset Asset Management, LLC 0.23% Add +15.9% 207,731 $54.5M
Badgley Phelps Wealth Managers, LLC 1.31% Reduce -0.0% 201,019 $52.8M
Sei Investments Co. 0.07% Reduce -4.5% 193,115 $50.7M
Raymond James Financial Services Advisors, Inc. 0.07% Add +22.1% 184,456 $48.4M
Wealth Enhancement Advisory Services, LLC 0.11% Add +4.8% 183,100 $48.1M
Creative Planning 0.05% Reduce -0.6% 180,304 $47.3M
Northwestern Mutual Wealth Management Co. 0.04% Add +1.7% 159,515 $41.9M
Wellington Management Group LLP 0.01% Add +125.4% 157,368 $41.3M
Pathstone Holdings, LLC 0.18% Add +68.6% 156,035 $41.0M
BNP Paribas Financial Markets 0.04% Add +4.7% 155,365 $40.8M
Keybank National Association 0.17% Reduce -0.8% 154,176 $40.5M
Truist Financial Corp. 0.06% Reduce -14.3% 152,912 $40.1M
Corient Private Wealth LP 0.07% Add +1.3% 150,063 $39.4M
Alaska Permanent Fund Corp 0.58% Reduce -22.4% 137,108 $38.9M
Brown Advisory Inc. 0.05% Reduce -18.9% 145,447 $38.2M
Silvercrest Asset Management Group LLC 0.24% Add +1.6% 134,885 $35.4M
Focus Partners Wealth 0.12% Add +102.8% 128,318 $34.9M
Shepherd Financial Partners LLC 4.44% Add +0.7% 131,222 $34.4M
Orion Porfolio Solutions, LLC 0.36% Reduce -2.2% 130,134 $34.2M
Orion Portfolio Solutions, LLC 0.36% Reduce -2.2% 130,134 $34.2M
Pacific Life Fund Advisors LLC 3.10% Reduce -4.6% 118,215 $31.0M
Ameriprise Financial Inc. 0.01% Add +4.6% 118,194 $31.0M
AE Wealth Management LLC 0.29% Add +26.1% 111,969 $29.4M
Choreo, LLC 0.47% Add +1.2% 108,451 $28.3M
Fort Washington Investment Advisors Inc. 0.18% No change 105,534 $27.7M
Stephens Inc. 0.42% Reduce -0.8% 104,990 $27.6M
Barclays PLC 0.01% Add +188.7% 103,381 $27.1M
Johns Hopkins University 1.08% New 103,080 $27.1M
MAI Capital Management 0.26% Add +1.1% 99,825 $26.2M
Moneta Group Investment Advisors LLC 0.37% Reduce -0.4% 87,568 $23.0M
Prudential Financial Inc. 0.03% Reduce -5.8% 85,376 $22.4M
Waldron Private Wealth LLC 0.99% Reduce -2.1% 84,008 $22.1M
Osaic Holdings, Inc. 0.05% Reduce -17.7% 82,858 $21.8M
WoodTrust Financial Corp 3.38% New 82,861 $21.8M
Bank of Montreal 0.01% Add +0.3% 80,592 $21.0M
Arax Advisory Partners 2.04% Reduce -2.8% 79,517 $20.9M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -0.1% 75,000 $19.7M
HighTower Advisors, LLC 0.03% Reduce -27.8% 73,320 $19.3M
Stifel Financial Corp. 0.02% Reduce -6.6% 71,696 $18.8M
Citigroup Inc. 0.02% Reduce -32.6% 71,668 $18.8M
VAUGHAN & Co SECURITIES, INC. 11.65% Add +0.2% 70,374 $18.5M
Comerica Bank 0.08% Reduce -0.7% 70,276 $18.4M
Captrust Financial Advisors 0.06% Add +2.0% 69,812 $18.3M
Citadel Advisors 0.02% Add +3416450.0% 68,331 $17.9M
TimesSquare Capital Management, LLC 0.27% Add +2.8% 66,300 $17.4M
Cerity Partners LLC 0.05% Reduce -0.9% 64,318 $16.9M
Hantz Financial Services, Inc. 0.32% Reduce -10.1% 63,835 $16.8M
Mariner, LLC 0.03% Reduce -1.9% 62,516 $16.4M
MML Investors Services, LLC 0.07% Reduce -0.3% 61,499 $16.1M
AMG National Trust Bank 0.44% Add +8.6% 61,430 $16.1M
Kestra Advisory Services, LLC 0.09% Add +2.3% 62,902 $16.1M
Covenant Partners, LLC 4.84% Reduce -6.8% 60,688 $15.9M
Rockefeller Capital Management L.P. 0.05% Reduce -3.1% 60,601 $15.9M
Geller Advisors LLC 1.15% Add +0.1% 59,008 $15.5M
BlackRock Inc. 0.00% Reduce -12.8% 55,097 $14.5M
Fifth Third Bancorp 0.05% Reduce -1.6% 53,901 $14.2M
Geneva Capital Management LLC 0.26% Add +55.0% 53,598 $14.1M
Axiom Investors LLC 0.12% Add +36.0% 52,100 $13.7M
HSBC Holdings PLC 0.01% Add +67.2% 51,933 $13.6M
Flaharty Asset Management, LLC 2.01% Add +0.1% 51,703 $13.6M
Baird Financial Group, Inc. 0.03% Reduce -36.7% 49,915 $13.1M
CHURCHILL MANAGEMENT Corp 0.15% Reduce -0.4% 48,477 $12.7M
Jones Financial Companies LLLP 0.01% Add +38.6% 48,084 $12.6M
First Horizon Advisors, Inc. 0.38% Reduce -1.2% 47,709 $12.5M
RTD Financial Advisors, Inc. 1.62% Reduce -0.5% 45,990 $12.1M
D. E. Shaw & Co. 0.02% New 45,954 $12.1M
LMG Wealth Partners, LLC 2.95% Add +0.3% 45,136 $11.8M
Courier Capital LLC 0.92% Reduce -0.4% 44,326 $11.6M
Synovus Financial Corp. 0.15% Reduce -7.1% 43,024 $11.3M
Blair William & Co. 0.03% Add +22.4% 39,367 $10.3M
NorthCoast Asset Management LLC 0.09% New 39,319 $10.3M
Venture Visionary Partners LLC 0.48% New 39,247 $10.3M
Fortis Group Advisors, LLC 2.03% Reduce -25.1% 38,945 $10.2M

"% 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 901 holders