iShares Russell 2000 GrowthIWOETF

13F holders, Q4 2024 (December 31)
1,052holders +87
89new positions
51sold out
4famous investors
$287.88avg. 13F price*

At the end of Q4 2024, 1,052 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 87 from Q3 2024. 89 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($732.9M) and Barings LLC ($444.4M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions89$174.8M
Exits51$34.7M

All 13F filers, Q3 2024 → Q4 2024: 3,204,981 shares bought and 1,433,985 shares sold, net +1,770,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,052 holders

Bank of America Corp. 0.10% Add +3.8% 3,630,750 $1.0B
Morgan Stanley 0.05% Reduce -0.4% 2,546,380 $732.9M
Barings LLC 10.68% Add +3.5% 1,544,050 $444.4M
Tiaa Trust, National Association 1.32% Add +0.1% 1,510,035 $435.1M
Envestnet Asset Management Inc. 0.10% Reduce -1.2% 1,104,237 $317.8M
Cassaday & Co Wealth Management LLC 7.00% Add +1.6% 891,217 $256.5M
Wells Fargo & Company 0.06% Add +14.3% 829,236 $238.7M
CHURCHILL MANAGEMENT Corp 2.29% Add +1423.9% 729,339 $209.9M
FMR LLC 0.01% Add +134.5% 664,816 $191.3M
PNC Financial Services Group, Inc. 0.13% Add +0.9% 661,839 $190.5M
Goldman Sachs Group Inc. 0.04% Add +0.3% 657,857 $189.3M
JPMorgan Chase & Co. 0.01% Add +11.8% 554,097 $159.5M
Raymond James Financial Inc. 0.06% — 553,656 $159.4M
Cohen Klingenstein LLC 5.43% Reduce -0.7% 551,830 $158.8M
LPL Financial LLC 0.06% Add +9.5% 535,490 $154.1M
UBS Group AG 0.03% Add +9.4% 503,878 $145.0M
Commonwealth Equity Services, LLC 0.21% Reduce -1.6% 498,369 $143.4M
D.A. Davidson & Co. 1.12% Add +1.4% 477,341 $137.4M
Northern Trust Corp. 0.02% Add +6.1% 469,737 $135.2M
M&T Bank Corp 0.41% Reduce -2.0% 420,058 $120.9M
Royal Bank of Canada 0.02% Add +6.6% 361,297 $104.0M
Cetera Investment Advisers 0.17% Add +1.6% 280,790 $80.8M
US Bancorp \de 0.10% Reduce -42.1% 276,986 $79.7M
Manufacturers Life Insurance Company, The 0.07% New 276,821 $79.7M
Financial Engines Advisors L.L.C. 0.16% Reduce -8.2% 267,607 $77.0M
Alliancebernstein L.P. 0.03% Reduce -40.1% 264,312 $76.1M
Bank of New York Mellon Corp 0.01% Add +12.2% 248,354 $71.5M
Commerce Bank 0.42% Reduce -3.0% 236,084 $67.9M
Badgley Phelps Wealth Managers, LLC 1.36% Reduce -0.3% 202,183 $58.2M
BNP Paribas Financial Markets 0.05% Reduce -43.4% 201,075 $57.9M
Cresset Asset Management, LLC 0.27% Reduce -2.3% 195,195 $56.2M
Wealth Enhancement Advisory Services, LLC 0.10% Add +2.3% 189,143 $54.4M
Wellington Management Group LLP 0.01% Add +164.5% 181,819 $52.3M
Creative Planning 0.05% Reduce -2.9% 174,802 $50.3M
Brown Advisory Inc. 0.06% Add +15.5% 169,718 $48.8M
Sei Investments Co. 0.06% Reduce -7.2% 162,546 $46.8M
AE Wealth Management LLC 0.39% Add +20.5% 158,382 $45.6M
Pathstone Holdings, LLC 0.20% Reduce -1.2% 156,375 $45.0M
Keybank National Association 0.17% Reduce -0.7% 151,621 $43.6M
Truist Financial Corp. 0.06% Add +1.0% 140,037 $40.3M
Corient Private Wealth LP 0.07% Reduce -5.5% 139,324 $40.1M
Northwestern Mutual Wealth Management Co. 0.03% Add +1.8% 134,228 $38.6M
Ameriprise Financial Inc. 0.01% Add +18.7% 127,723 $36.8M
Focus Partners Wealth 0.10% Add +985.6% 127,655 $36.7M
Shepherd Financial Partners LLC 4.34% Add +0.1% 126,103 $36.3M
Orion Porfolio Solutions, LLC 0.33% Reduce -11.3% 114,106 $32.8M
Orion Portfolio Solutions, LLC 0.33% Reduce -11.3% 114,106 $32.8M
Choreo, LLC 0.46% Add +0.8% 111,682 $32.1M
Fort Washington Investment Advisors Inc. 0.18% No change 105,434 $30.3M
MAI Capital Management 0.22% Add +3.5% 102,207 $29.4M
Pacific Life Fund Advisors LLC 3.02% Reduce -33.5% 101,144 $29.1M
Stephens Inc. 0.40% Reduce -2.2% 100,097 $28.8M
Silvercrest Asset Management Group LLC 0.18% Reduce -5.1% 92,620 $26.7M
WoodTrust Financial Corp 3.62% Add +3.2% 89,518 $25.8M
Moneta Group Investment Advisors LLC 0.35% Reduce -2.2% 87,114 $25.1M
Hantz Financial Services, Inc. 0.42% Add +47.8% 84,346 $24.3M
Bank of Montreal 0.01% Add +0.2% 82,099 $23.6M
Comerica Bank 0.10% Add +4.6% 81,927 $23.6M
Healthcare of Ontario Pension Plan Trust Fund 0.05% No change 81,000 $23.3M
Arax Advisory Partners 1.47% Add +3.1% 80,887 $23.3M
Waldron Private Wealth LLC 0.91% Reduce -2.0% 78,475 $22.6M
Stifel Financial Corp. 0.02% Add +3.7% 74,754 $21.5M
Fuller & Thaler Asset Management, Inc. 0.08% Add +389.7% 72,244 $20.8M
HighTower Advisors, LLC 0.03% Add +7.2% 72,011 $20.7M
MML Investors Services, LLC 0.07% Add +6.8% 71,918 $20.7M
Fiera Capital Corp 0.06% Add +824.0% 69,712 $20.1M
VAUGHAN & Co SECURITIES, INC. 11.84% Reduce -2.6% 68,219 $19.6M
Citigroup Inc. 0.02% Reduce -45.9% 66,904 $19.3M
Mariner, LLC 0.03% Add +6.8% 65,553 $18.9M
Cerity Partners LLC 0.04% Reduce -1.1% 65,385 $18.8M
Osaic Holdings, Inc. 0.04% Add +12.5% 65,198 $18.8M
Captrust Financial Advisors 0.05% Reduce -1.6% 64,766 $18.6M
Prudential Financial Inc. 0.03% Reduce -23.2% 63,760 $18.4M
Jones Financial Companies LLLP 0.02% Add +11.7% 63,658 $18.3M
AMG National Trust Bank 0.49% Reduce -3.9% 62,171 $17.9M
Rockefeller Capital Management L.P. 0.05% Add +3.7% 61,917 $17.8M
Geller Advisors LLC 1.12% Add +0.4% 59,334 $17.1M
Kestra Advisory Services, LLC 0.09% Reduce -4.5% 57,342 $16.5M
Covenant Partners, LLC 4.79% Reduce -5.2% 54,032 $15.6M
Steward Partners Investment Advisory, LLC 0.13% Add +46.8% 52,766 $15.2M
Fifth Third Bancorp 0.05% Reduce -1.8% 52,079 $15.0M
Confluence Wealth Services, Inc. 0.95% Add +13.1% 48,438 $14.7M
Geneva Capital Management LLC 0.25% Add +67.4% 50,790 $14.6M
Baird Financial Group, Inc. 0.03% Add +0.2% 50,351 $14.5M
Barclays PLC 0.01% Reduce -72.1% 50,229 $14.5M
Flaharty Asset Management, LLC 2.09% Reduce -3.5% 49,815 $14.3M
First Horizon Advisors, Inc. 0.39% Add +2.1% 48,729 $14.0M
Congress Asset Management Co. 0.09% Add +2269.8% 46,994 $13.5M
Powell Investment Advisors, LLC 6.26% Add +2.1% 46,963 $13.5M
Axiom Investors LLC 0.10% Reduce -6.4% 46,800 $13.5M
RTD Financial Advisors, Inc. 1.68% Reduce -1.0% 45,419 $13.1M
Two Sigma Investments, LP 0.03% Add +114.7% 45,300 $13.0M
LMG Wealth Partners, LLC 2.82% Reduce 0.0% 44,928 $12.9M
Courier Capital LLC 0.89% Add +0.2% 44,728 $12.9M
Wealthspire Advisors, LLC 0.13% Add +4.5% 44,125 $12.7M
CW Advisors, LLC 0.17% Add +134.3% 43,083 $12.4M
Venture Visionary Partners LLC 0.53% Add +4.6% 43,041 $12.4M
Synovus Financial Corp. 0.16% Reduce -0.4% 42,777 $12.3M
Droms Strauss Advisors Inc. /Mo/ 4.00% New 42,563 $12.3M
Susquehanna International Group, LLP 0.02% Add +143.6% 42,150 $12.1M

"% 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 1,052 holders