iShares Russell 2000 GrowthIWOETF

13F holders, Q2 2025 (June 30)
961holders +2
72new positions
65sold out
5famous investors
$285.87avg. 13F price*

At the end of Q2 2025, 961 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 2 from Q1 2025. 72 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($757.9M) and Barings LLC ($476.2M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions72$237.2M
Exits65$57.9M

All 13F filers, Q1 2025 → Q2 2025: 1,583,078 shares bought and 2,147,851 shares sold, net −564,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 961 holders

Bank of America Corp. 0.09% Add +2.2% 3,933,648 $1.1B
Morgan Stanley 0.05% Add +1.2% 2,651,188 $757.9M
Barings LLC 11.40% Add +2.9% 1,670,950 $476.2M
Tiaa Trust, National Association 1.02% Reduce -8.5% 1,375,677 $392.6M
Envestnet Asset Management Inc. 0.09% Reduce -2.6% 1,052,762 $300.9M
Cassaday & Co Wealth Management LLC 6.45% Add +1.4% 901,004 $257.6M
Wells Fargo & Company 0.05% Reduce -3.7% 747,241 $213.6M
PNC Financial Services Group, Inc. 0.11% Reduce -6.3% 607,024 $173.5M
JPMorgan Chase & Co. 0.01% Reduce -0.8% 562,887 $160.9M
FMR LLC 0.01% Reduce -21.1% 544,931 $155.8M
Goldman Sachs Group Inc. 0.03% Reduce -0.4% 543,999 $155.5M
Cohen Klingenstein LLC 5.08% Reduce -2.2% 532,388 $152.2M
LPL Financial LLC 0.05% Add +0.9% 525,482 $150.2M
D.A. Davidson & Co. 1.03% Add +3.5% 512,122 $146.4M
UBS Group AG 0.03% Reduce -9.2% 493,986 $141.2M
Commonwealth Equity Services, LLC 0.18% Reduce -4.9% 487,785 $139.4M
Northern Trust Corp. 0.02% Reduce -3.5% 433,867 $124.0M
Raymond James Financial Inc. 0.04% Reduce -23.5% 368,870 $105.4M
M&T Bank Corp 0.36% Reduce -6.6% 366,505 $104.8M
Royal Bank of Canada 0.02% Reduce -11.2% 335,394 $95.9M
State Street Corp. 0.00% New 296,866 $84.9M
Financial Engines Advisors L.L.C. 0.16% Add +4.9% 286,203 $81.8M
Cetera Investment Advisers 0.13% Reduce -5.6% 259,602 $74.2M
Alliancebernstein L.P. 0.02% Reduce -2.1% 252,181 $72.1M
BNP Paribas Financial Markets 0.06% Reduce -1.5% 245,447 $70.2M
Bank of New York Mellon Corp 0.01% Reduce -8.8% 243,253 $69.5M
Commerce Bank 0.40% Add +3.0% 239,083 $68.3M
Corient Private Wealth LP 0.09% Reduce -41.6% 232,004 $66.3M
Manufacturers Life Insurance Company, The 0.06% New 217,719 $62.2M
Badgley Phelps Wealth Managers, LLC 1.36% Add +2.7% 214,442 $61.3M
AE Wealth Management LLC 0.40% Add +5.4% 189,933 $54.3M
Wellington Management Group LLP 0.01% Add +57.7% 186,641 $53.4M
Wealth Enhancement Advisory Services, LLC 0.09% Add +0.7% 181,980 $53.1M
Sei Investments Co. 0.06% Add +8.7% 182,224 $52.1M
Brown Advisory Inc. 0.07% Add +53.0% 179,698 $51.4M
Creative Planning 0.04% Reduce -1.3% 176,494 $50.5M
US Bancorp \de 0.06% Reduce -41.7% 162,637 $46.5M
Keybank National Association 0.16% Reduce -0.9% 152,868 $43.7M
Cresset Asset Management, LLC 0.19% Reduce -26.7% 135,873 $38.8M
Pathstone Holdings, LLC 0.15% Reduce -8.7% 133,735 $38.2M
Truist Financial Corp. 0.05% Reduce -2.7% 130,999 $37.4M
Ameriprise Financial Inc. 0.01% Add +4.8% 129,750 $37.0M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -2.0% 128,158 $36.6M
Choreo, LLC 0.46% Add +2.7% 114,836 $32.8M
Orion Porfolio Solutions, LLC 0.27% Add +0.0% 112,321 $32.1M
Fort Washington Investment Advisors Inc. 0.17% No change 105,284 $30.1M
Rockefeller Capital Management L.P. 0.07% Reduce -3.5% 97,475 $29.7M
MAI Capital Management 0.20% Add +0.4% 101,692 $29.1M
Yarbrough Capital, LLC 0.98% New 96,015 $27.4M
Jones Financial Companies LLLP 0.02% Add +21.8% 93,449 $26.6M
Two Sigma Investments, LP 0.05% Add +1657.7% 91,400 $26.1M
WoodTrust Financial Corp 3.30% Add +0.3% 90,725 $25.9M
Silvercrest Asset Management Group LLC 0.17% Reduce -3.3% 89,397 $25.6M
TimesSquare Capital Management, LLC 0.35% New 85,000 $24.3M
Comerica Bank 0.09% Add +1.8% 82,420 $23.6M
Pacific Life Fund Advisors LLC 2.50% Reduce -16.8% 81,647 $23.3M
Healthcare of Ontario Pension Plan Trust Fund 0.05% No change 81,000 $23.2M
Moneta Group Investment Advisors LLC 0.27% Reduce -4.7% 80,669 $23.1M
Hantz Financial Services, Inc. 0.37% Reduce -0.4% 79,377 $22.7M
Captrust Financial Advisors 0.05% Add +26.5% 76,662 $21.9M
Bank of Montreal 0.01% Reduce -2.3% 75,658 $21.6M
VAUGHAN & Co SECURITIES, INC. 11.86% Add +3.8% 72,338 $20.7M
HighTower Advisors, LLC 0.03% Reduce -1.6% 69,792 $20.0M
MML Investors Services, LLC 0.06% Reduce -1.5% 69,735 $19.9M
Stifel Financial Corp. 0.02% Reduce -10.3% 69,157 $19.8M
Waldron Private Wealth LLC 0.85% Reduce -2.9% 68,351 $19.5M
Focus Partners Wealth 0.04% Reduce -0.1% 68,292 $19.5M
Osaic Holdings, Inc. 0.03% Add +12.8% 64,703 $18.5M
Cerity Partners LLC 0.03% Reduce -0.7% 64,430 $18.4M
Mariner, LLC 0.03% Reduce -2.4% 62,752 $17.9M
Powell Investment Advisors, LLC 6.64% Add +22.4% 61,860 $17.7M
Droms Strauss Advisors Inc. /Mo/ 5.42% Add +3.7% 61,782 $17.7M
AMG National Trust Bank 0.42% Reduce -7.6% 56,327 $16.1M
Kestra Advisory Services, LLC 0.08% Reduce -0.5% 55,554 $15.9M
Avantax Planning Partners, Inc. 0.50% Add +68.1% 55,291 $15.8M
Citigroup Inc. 0.01% Add +10.4% 54,104 $15.5M
Confluence Wealth Services, Inc. 0.83% Add +6.9% 53,527 $15.3M
First Horizon Advisors, Inc. 0.37% Reduce -3.0% 50,204 $14.4M
Fifth Third Bancorp 0.05% Reduce -2.4% 49,970 $14.3M
Flaharty Asset Management, LLC 1.89% Add +5.8% 48,313 $13.8M
Wealthspire Advisors, LLC 0.08% Reduce -2.4% 48,040 $13.7M
William Blair Investment Management, LLC 0.04% Reduce -5.9% 46,481 $13.3M
Baird Financial Group, Inc. 0.02% Add +4.1% 46,364 $13.3M
Courier Capital LLC 0.80% Add +1.7% 46,092 $13.2M
RTD Financial Advisors, Inc. 1.64% Reduce -0.4% 44,920 $12.8M
LMG Wealth Partners, LLC 2.62% Reduce -0.3% 44,672 $12.8M
Jain Global LLC 0.21% New 44,453 $12.7M
BlackRock, Inc. 0.00% Add +10.4% 44,176 $12.6M
Steward Partners Investment Advisory, LLC 0.10% Add +25.4% 44,079 $12.6M
Shepherd Financial Partners LLC 1.33% Reduce -8.8% 43,889 $12.5M
Tudor Investment Corporation 0.09% Add +219.2% 41,350 $11.8M
NorthCoast Asset Management LLC 0.05% Add +2.6% 38,951 $11.1M
Hillcrest Wealth Advisors - NY, LLC 5.23% Reduce -3.0% 38,890 $11.1M
Tobias Financial Advisors, Inc. 1.90% Add +3.1% 38,853 $11.1M
Blair William & Co. 0.03% Add +1.1% 38,583 $11.0M
Whittier Trust Co. of Nevada Inc. 0.25% Add +0.6% 38,487 $11.0M
Synovus Financial Corp. 0.13% Reduce -3.4% 38,385 $11.0M
Barclays PLC 0.00% Add +15.6% 38,376 $11.0M
Waverly Advisors, LLC 0.12% Reduce -8.8% 37,944 $10.8M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -54.5% 37,470 $10.7M

"% 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 961 holders