iShares Russell 2000 GrowthIWOETF

13F holders, Q3 2024 (September 30)
965holders +64
94new positions
36sold out
3famous investors
$283.51avg. 13F price*

At the end of Q3 2024, 965 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 64 from Q2 2024. 94 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($993.2M), Morgan Stanley ($726.1M) and Tiaa Trust, National Association ($428.3M). 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 Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions94$65.6M
Exits36$187.3M

All 13F filers, Q2 2024 → Q3 2024: 1,480,897 shares bought and 2,790,189 shares sold, net −1,309,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 965 holders

Bank of America Corp. 0.09% Add +3.7% 3,497,190 $993.2M
Morgan Stanley 0.05% Add +2.0% 2,556,563 $726.1M
Tiaa Trust, National Association 1.28% Add +6.0% 1,507,957 $428.3M
Barings LLC 10.03% Reduce -3.7% 1,492,250 $422.9M
Envestnet Asset Management Inc. 0.10% Add +4.4% 1,118,123 $317.5M
Cassaday & Co Wealth Management LLC 7.04% Add +2.3% 877,228 $249.1M
Wells Fargo & Company 0.05% Reduce -20.5% 725,654 $206.1M
Goldman Sachs Group Inc. 0.04% Reduce -17.0% 655,846 $186.3M
PNC Financial Services Group, Inc. 0.12% Add +0.1% 655,737 $186.2M
Cohen Klingenstein LLC 5.50% Reduce -0.0% 555,690 $157.8M
Commonwealth Equity Services, LLC 0.22% Reduce -14.3% 506,425 $143.8M
JPMorgan Chase & Co. 0.01% Add +45.4% 495,559 $140.7M
LPL Financial LLC 0.06% Add +25.5% 488,873 $138.8M
US Bancorp \de 0.17% Reduce -3.0% 478,818 $136.0M
D.A. Davidson & Co. 1.10% Add +1.6% 470,692 $133.7M
UBS Group AG 0.04% Add +0.6% 460,707 $130.8M
Northern Trust Corp. 0.02% Add +0.4% 442,691 $125.7M
Alliancebernstein L.P. 0.04% Reduce -0.1% 440,937 $125.2M
M&T Bank Corp 0.40% Reduce 0.0% 428,822 $121.8M
BNP Paribas Financial Markets 0.10% Add +128.5% 355,064 $100.8M
Raymond James & Associates 0.06% Add +2.1% 342,598 $97.3M
Royal Bank of Canada 0.02% Add +1.8% 339,063 $96.3M
Financial Engines Advisors L.L.C. 0.17% Reduce -6.6% 291,404 $82.8M
FMR LLC 0.00% Reduce -4.5% 283,555 $80.5M
Cetera Investment Advisers 0.17% Add +1.4% 276,513 $78.5M
Commerce Bank 0.42% Reduce -0.7% 243,432 $69.1M
Bank of New York Mellon Corp 0.01% Reduce -0.8% 221,270 $62.8M
Badgley Phelps Wealth Managers, LLC 1.34% Add +0.9% 202,832 $57.6M
Cresset Asset Management, LLC 0.22% Reduce -3.8% 199,823 $56.7M
Raymond James Financial Services Advisors, Inc. 0.07% Add +3.0% 189,973 $54.0M
Wealth Enhancement Advisory Services, LLC 0.11% Add +1.0% 184,890 $52.5M
Barclays PLC 0.02% Add +74.4% 180,251 $51.2M
Creative Planning 0.05% Reduce -0.1% 180,043 $51.1M
Sei Investments Co. 0.06% Reduce -9.3% 175,145 $49.7M
Pathstone Holdings, LLC 0.20% Add +1.4% 158,203 $44.9M
Keybank National Association 0.17% Reduce -1.0% 152,692 $43.4M
Pacific Life Fund Advisors LLC 4.27% Add +28.8% 152,201 $43.2M
Corient Private Wealth LP 0.07% Reduce -1.8% 147,363 $41.8M
Brown Advisory Inc. 0.05% Add +1.0% 146,965 $41.7M
Truist Financial Corp. 0.06% Reduce -9.3% 138,703 $39.4M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -17.4% 131,825 $37.4M
AE Wealth Management LLC 0.34% Add +17.4% 131,460 $37.3M
Orion Porfolio Solutions, LLC 0.36% Reduce -1.2% 128,583 $36.5M
Orion Portfolio Solutions, LLC 0.36% Reduce -1.2% 128,583 $36.5M
Shepherd Financial Partners LLC 4.30% Reduce -4.0% 125,970 $35.8M
Citigroup Inc. 0.03% Add +72.5% 123,623 $35.1M
Choreo, LLC 0.46% Add +2.1% 110,776 $31.0M
Ameriprise Financial Inc. 0.01% Reduce -9.0% 107,580 $30.6M
Fort Washington Investment Advisors Inc. 0.18% Reduce -0.1% 105,434 $29.9M
Stephens Inc. 0.41% Reduce -2.5% 102,335 $29.1M
MAI Capital Management 0.27% Reduce -1.1% 98,700 $28.0M
Silvercrest Asset Management Group LLC 0.19% Reduce -27.7% 97,579 $27.7M
Moneta Group Investment Advisors LLC 0.37% Add +1.7% 89,073 $25.3M
WoodTrust Financial Corp 3.50% Add +4.7% 86,754 $24.6M
Prudential Financial Inc. 0.03% Reduce -2.8% 83,011 $23.6M
Alaska Permanent Fund Corp 0.34% Reduce -39.5% 82,898 $23.5M
Bank of Montreal 0.01% Add +1.7% 81,942 $23.2M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +8.0% 81,000 $23.0M
Waldron Private Wealth LLC 0.94% Reduce -4.6% 80,114 $22.8M
Arax Advisory Partners 1.99% Reduce -1.4% 78,432 $22.3M
Comerica Bank 0.09% Add +11.4% 78,295 $22.2M
Stifel Financial Corp. 0.02% Add +0.5% 72,080 $20.5M
VAUGHAN & Co SECURITIES, INC. 11.72% Reduce -0.5% 70,028 $19.9M
Wellington Management Group LLP 0.00% Reduce -56.3% 68,735 $19.5M
MML Investors Services, LLC 0.07% Add +9.6% 67,372 $19.1M
HighTower Advisors, LLC 0.03% Reduce -8.4% 67,170 $19.1M
Cerity Partners LLC 0.04% Add +2.8% 66,085 $18.8M
Captrust Financial Advisors 0.06% Reduce -5.8% 65,790 $18.7M
AMG National Trust Bank 0.50% Add +5.3% 64,716 $18.4M
Mariner, LLC 0.03% Reduce -1.8% 61,376 $17.4M
Kestra Advisory Services, LLC 0.09% Reduce -4.5% 60,043 $17.1M
Rockefeller Capital Management L.P. 0.05% Reduce -1.5% 59,703 $17.0M
Geller Advisors LLC 1.16% Add +0.2% 59,120 $16.8M
BlackRock, Inc. 0.00% — 58,537 $16.6M
Osaic Holdings, Inc. 0.04% Reduce -30.1% 57,946 $16.5M
Hantz Financial Services, Inc. 0.29% Reduce -10.6% 57,079 $16.2M
Covenant Partners, LLC 4.71% Reduce -6.1% 57,005 $16.2M
Jones Financial Companies LLLP 0.02% Add +18.6% 57,005 $16.2M
Clearbridge Investments, LLC 0.01% New 56,609 $16.1M
Fifth Third Bancorp 0.05% Reduce -1.6% 53,021 $15.1M
Flaharty Asset Management, LLC 2.06% Reduce -0.2% 51,614 $14.7M
Baird Financial Group, Inc. 0.03% Add +0.7% 50,264 $14.3M
Axiom Investors LLC 0.12% Reduce -4.0% 50,000 $14.2M
CHURCHILL MANAGEMENT Corp 0.16% Reduce -1.3% 47,859 $13.6M
First Horizon Advisors, Inc. 0.38% Add +0.0% 47,719 $13.6M
Mma Asset Management LLC 3.61% Add +72.2% 56,391 $13.5M
TimesSquare Capital Management, LLC 0.20% Reduce -29.9% 46,500 $13.2M
Powell Investment Advisors, LLC 6.11% Add +18.5% 46,009 $13.1M
RTD Financial Advisors, Inc. 1.65% Reduce -0.2% 45,878 $13.0M
LMG Wealth Partners, LLC 2.92% Reduce -0.5% 44,930 $12.8M
Courier Capital LLC 0.87% Add +0.7% 44,631 $12.7M
Synovus Financial Corp. 0.14% Reduce -0.1% 42,967 $12.2M
Confluence Wealth Services, Inc. 0.89% Add +10.8% 42,827 $12.2M
William Blair Investment Management, LLC 0.03% Add +30.7% 42,814 $12.2M
Wealthspire Advisors, LLC 0.12% Add +10.6% 42,237 $12.0M
Venture Visionary Partners LLC 0.52% Add +4.9% 41,163 $11.7M
Blair William & Co. 0.03% Reduce -1.0% 38,960 $11.1M
Hillcrest Wealth Advisors - NY, LLC 5.40% Add +0.7% 38,065 $10.8M
Tobias Financial Advisors, Inc. 2.10% Add +3.2% 36,928 $10.5M
Whittier Trust Co. of Nevada Inc. 0.27% No change 36,799 $10.5M

"% 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 965 holders