iShares Russell 2000 GrowthIWOETF

13F holders, Q1 2025 (March 31)
959holders −93
41new positions
129sold out
5famous investors
$255.59avg. 13F price*

At the end of Q1 2025, 959 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, down 93 from Q4 2024. 41 opened new positions and 129 sold out. The largest holders were Bank of America Corp. ($983.6M), Morgan Stanley ($669.3M) and Barings LLC ($418.3M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions41$60.2M
Exits129$178.6M

All 13F filers, Q4 2024 → Q1 2025: 1,656,728 shares bought and 2,749,516 shares sold, net −1,092,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 959 holders

Bank of America Corp. 0.09% Add +6.0% 3,849,075 $983.6M
Morgan Stanley 0.05% Add +2.9% 2,619,446 $669.3M
Barings LLC 10.65% Add +5.2% 1,623,850 $418.3M
Tiaa Trust, National Association 1.20% Reduce -0.4% 1,503,469 $384.2M
Envestnet Asset Management Inc. 0.09% Reduce -2.1% 1,081,092 $276.3M
Cassaday & Co Wealth Management LLC 6.38% Reduce -0.3% 888,250 $227.0M
Wells Fargo & Company 0.05% Reduce -6.4% 775,965 $198.3M
FMR LLC 0.01% Add +3.9% 690,803 $176.5M
PNC Financial Services Group, Inc. 0.09% Reduce -2.2% 647,563 $165.5M
JPMorgan Chase & Co. 0.01% Add +2.4% 567,268 $145.0M
Goldman Sachs Group Inc. 0.03% Reduce -17.0% 546,020 $139.5M
Cohen Klingenstein LLC 5.04% Reduce -1.3% 544,607 $139.2M
UBS Group AG 0.03% Add +8.0% 543,925 $139.0M
LPL Financial LLC 0.05% Reduce -2.7% 520,805 $133.1M
Commonwealth Equity Services, LLC 0.19% Add +2.9% 512,820 $131.0M
D.A. Davidson & Co. 1.02% Add +3.6% 494,554 $126.4M
Raymond James Financial Inc. 0.05% Reduce -12.9% 482,086 $123.2M
Northern Trust Corp. 0.02% Reduce -4.3% 449,683 $114.9M
Corient Private Wealth LP 0.17% Add +185.1% 397,180 $101.5M
M&T Bank Corp 0.37% Reduce -6.5% 392,561 $100.3M
Royal Bank of Canada 0.02% Add +4.5% 377,626 $96.5M
US Bancorp \de 0.10% Add +0.7% 278,904 $71.3M
Cetera Investment Advisers 0.14% Reduce -2.1% 274,927 $70.3M
Financial Engines Advisors L.L.C. 0.15% Add +1.9% 272,735 $69.7M
Bank of New York Mellon Corp 0.01% Add +7.4% 266,749 $68.2M
Alliancebernstein L.P. 0.02% Reduce -2.5% 257,644 $65.8M
BNP Paribas Financial Markets 0.05% Add +24.0% 249,244 $63.7M
Commerce Bank 0.38% Reduce -1.7% 232,064 $59.3M
Badgley Phelps Wealth Managers, LLC 1.29% Add +3.3% 208,771 $53.3M
Cresset Asset Management, LLC 0.24% Reduce -5.0% 185,380 $47.4M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -4.4% 180,809 $46.2M
AE Wealth Management LLC 0.39% Add +13.8% 180,183 $46.0M
Creative Planning 0.04% Add +2.3% 178,732 $45.7M
Susquehanna International Group, LLP 0.07% Add +319.7% 176,904 $45.2M
Sei Investments Co. 0.06% Add +3.1% 167,661 $42.8M
Keybank National Association 0.16% Add +1.7% 154,205 $39.4M
Pathstone Holdings, LLC 0.16% Reduce -6.3% 146,483 $37.4M
Truist Financial Corp. 0.06% Reduce -3.8% 134,676 $34.4M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -2.6% 130,723 $33.4M
Ameriprise Financial Inc. 0.01% Reduce -3.0% 123,872 $31.4M
Wellington Management Group LLP 0.01% Reduce -34.9% 118,323 $30.2M
Brown Advisory Inc. 0.04% Reduce -30.8% 117,482 $30.0M
Orion Porfolio Solutions, LLC 0.28% Reduce -1.6% 112,309 $28.7M
Orion Portfolio Solutions, LLC 0.28% Reduce -1.6% 112,309 $28.7M
Choreo, LLC 0.44% Add +0.1% 111,823 $28.6M
Fort Washington Investment Advisors Inc. 0.17% Reduce -0.1% 105,284 $26.9M
MAI Capital Management 0.20% Reduce -0.9% 101,288 $25.9M
Rockefeller Capital Management L.P. 0.06% Add +63.1% 100,989 $25.8M
Stephens Inc. 0.38% Add +0.1% 100,146 $25.6M
Fiera Capital Corp 0.09% Add +40.8% 98,147 $25.1M
Pacific Life Fund Advisors LLC 2.81% Reduce -3.0% 98,107 $25.1M
Silvercrest Asset Management Group LLC 0.17% Reduce -0.2% 92,468 $23.6M
WoodTrust Financial Corp 3.24% Add +1.0% 90,425 $23.1M
Moneta Group Investment Advisors LLC 0.30% Reduce -2.8% 84,637 $21.6M
Fuller & Thaler Asset Management, Inc. 0.08% Add +14.0% 82,377 $21.0M
Healthcare of Ontario Pension Plan Trust Fund 0.05% No change 81,000 $20.7M
Comerica Bank 0.09% Reduce -1.2% 80,960 $20.7M
Hantz Financial Services, Inc. 0.36% Reduce -5.5% 79,721 $20.4M
Bank of Montreal 0.01% Reduce -5.7% 77,462 $19.8M
Jones Financial Companies LLLP 0.02% Add +20.5% 76,729 $19.8M
Stifel Financial Corp. 0.02% Add +3.1% 77,083 $19.7M
HighTower Advisors, LLC 0.02% Reduce -1.5% 70,921 $18.1M
MML Investors Services, LLC 0.06% Reduce -1.6% 70,781 $18.1M
Waldron Private Wealth LLC 0.85% Reduce -10.3% 70,383 $18.0M
VAUGHAN & Co SECURITIES, INC. 11.02% Add +2.1% 69,671 $17.8M
Focus Partners Wealth 0.04% Reduce -46.5% 68,325 $17.5M
Cerity Partners LLC 0.03% Reduce -0.7% 64,911 $16.6M
Mariner, LLC 0.03% Reduce -2.0% 64,259 $16.4M
AMG National Trust Bank 0.44% Reduce -1.9% 60,968 $15.6M
Captrust Financial Advisors 0.04% Reduce -6.5% 60,584 $15.5M
Droms Strauss Advisors Inc. /Mo/ 5.23% Add +40.0% 59,576 $15.2M
Citadel Advisors 0.01% Add +11533.4% 59,214 $15.1M
Osaic Holdings, Inc. 0.03% Reduce -12.0% 57,352 $14.7M
Kestra Advisory Services, LLC 0.07% Reduce -2.6% 55,837 $14.3M
First Horizon Advisors, Inc. 0.37% Add +6.2% 51,760 $13.2M
Fifth Third Bancorp 0.05% Reduce -1.7% 51,217 $13.1M
Powell Investment Advisors, LLC 6.35% Add +7.6% 50,550 $12.9M
William Blair Investment Management, LLC 0.04% Add +47.4% 49,395 $12.6M
Wealthspire Advisors, LLC 0.08% Add +11.6% 49,239 $12.6M
Citigroup Inc. 0.01% Reduce -26.8% 49,009 $12.5M
Confluence Wealth Services, Inc. 0.78% Add +3.4% 50,088 $12.3M
Shepherd Financial Partners LLC 1.44% Reduce -61.8% 48,122 $12.3M
Flaharty Asset Management, LLC 1.68% Reduce -8.4% 45,643 $11.7M
Courier Capital LLC 0.76% Add +1.4% 45,338 $11.6M
RTD Financial Advisors, Inc. 1.55% Reduce -0.7% 45,108 $11.5M
LMG Wealth Partners, LLC 2.55% Reduce -0.3% 44,811 $11.5M
Baird Financial Group, Inc. 0.02% Reduce -11.5% 44,542 $11.4M
Venture Visionary Partners LLC 0.46% Add +0.3% 43,155 $11.0M
Geneva Capital Management LLC 0.20% Reduce -15.9% 42,701 $10.9M
Waverly Advisors, LLC 0.13% Add +56.0% 41,599 $10.6M
Hillcrest Wealth Advisors - NY, LLC 5.07% Add +6.4% 40,105 $10.2M
BlackRock, Inc. 0.00% Add +0.2% 40,018 $10.2M
Synovus Financial Corp. 0.13% Reduce -7.2% 39,716 $10.1M
Whittier Trust Co. of Nevada Inc. 0.25% Add +1.4% 38,242 $9.8M
Blair William & Co. 0.03% Reduce -0.3% 38,145 $9.7M
NorthCoast Asset Management LLC 0.05% Reduce -4.4% 37,974 $9.7M
Tobias Financial Advisors, Inc. 1.87% Reduce -0.2% 37,684 $9.6M
Thoma Capital Management LLC 6.65% Reduce -6.2% 37,227 $9.5M
Common Fund for Nonprofit Organizations 1.02% New 35,966 $9.2M
Summit Financial, LLC 0.26% Add +73.9% 35,599 $9.1M

"% 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 959 holders