iShares Russell 2000 GrowthIWOETF

13F holders, Q3 2025 (September 30)
991holders +30
91new positions
48sold out
6famous investors
$320.06avg. 13F price*

At the end of Q3 2025, 991 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 30 from Q2 2025. 91 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($798.8M) and Barings LLC ($519.6M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions91$31.9M
Exits48$96.8M

All 13F filers, Q2 2025 → Q3 2025: 1,343,658 shares bought and 1,709,864 shares sold, net −366,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 991 holders

Bank of America Corp. 0.09% Reduce -4.5% 3,754,768 $1.2B
Morgan Stanley 0.05% Reduce -5.9% 2,495,958 $798.8M
Barings LLC 10.17% Reduce -2.8% 1,624,450 $519.6M
Tiaa Trust, National Association 1.06% Reduce -0.3% 1,371,062 $438.7M
Envestnet Asset Management Inc. 0.10% Add +1.4% 1,067,852 $341.8M
JPMorgan Chase & Co. 0.02% Add +73.3% 975,628 $312.2M
Cassaday & Co Wealth Management LLC 6.72% Add +1.1% 911,147 $291.6M
Wells Fargo & Company 0.05% Reduce -2.3% 730,115 $233.7M
PNC Financial Services Group, Inc. 0.12% Add +2.4% 621,484 $198.9M
Goldman Sachs Group Inc. 0.03% Add +5.2% 572,336 $183.2M
LPL Financial LLC 0.05% Add +5.2% 552,665 $176.9M
Cohen Klingenstein LLC 5.27% Reduce -1.2% 526,042 $168.4M
D.A. Davidson & Co. 1.07% Add +1.8% 521,555 $166.9M
Commonwealth Equity Services, LLC 0.20% Reduce -1.8% 479,151 $153.3M
UBS Group AG 0.03% Reduce -4.2% 473,140 $151.4M
Northern Trust Corp. 0.02% Add +0.7% 436,973 $139.8M
Raymond James Financial Inc. 0.04% Add +4.0% 383,513 $122.7M
M&T Bank Corp 0.38% Reduce -3.2% 354,920 $113.6M
Royal Bank of Canada 0.02% Add +0.7% 337,886 $108.1M
State Street Corp. 0.00% No change 296,866 $95.0M
FMR LLC 0.00% Reduce -47.1% 288,233 $92.2M
Financial Engines Advisors L.L.C. 0.16% Reduce -6.8% 266,820 $85.4M
US Bancorp \de 0.10% Add +58.9% 258,453 $82.7M
Alliancebernstein L.P. 0.03% Reduce -0.3% 251,515 $80.5M
Cetera Investment Advisers 0.09% Reduce -4.5% 247,829 $79.3M
BNP Paribas Financial Markets 0.06% Reduce -1.4% 242,085 $77.5M
Commerce Bank 0.40% Reduce -5.3% 226,340 $72.4M
Bank of New York Mellon Corp 0.01% Reduce -9.6% 219,988 $70.4M
Badgley Phelps Wealth Managers, LLC 1.46% Add +1.1% 216,694 $69.4M
AE Wealth Management LLC 0.44% Add +12.9% 214,511 $68.7M
Corient Private Wealth LP 0.10% Reduce -11.3% 205,677 $65.8M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -3.2% 176,147 $57.1M
Creative Planning 0.04% Reduce -0.9% 174,907 $56.0M
Sei Investments Co. 0.06% Reduce -6.4% 170,642 $54.6M
Brown Advisory Inc. 0.07% Reduce -7.4% 166,426 $53.3M
Keybank National Association 0.16% Reduce -4.9% 145,321 $46.5M
Barclays PLC 0.02% Add +268.1% 141,254 $45.2M
Cresset Asset Management, LLC 0.20% Add +2.5% 139,292 $44.6M
Ameriprise Financial Inc. 0.01% Add +3.8% 134,681 $43.1M
Pathstone Holdings, LLC 0.16% Reduce -4.2% 128,086 $41.0M
Truist Financial Corp. 0.06% Reduce -3.1% 126,867 $40.6M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -1.5% 126,205 $40.4M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +49.4% 121,000 $38.7M
Choreo, LLC 0.46% Reduce -4.1% 110,122 $35.2M
Pacific Life Fund Advisors LLC 3.52% Add +31.2% 107,130 $34.3M
Fort Washington Investment Advisors Inc. 0.18% No change 105,284 $33.7M
Rockefeller Capital Management L.P. 0.07% Add +7.5% 104,769 $33.5M
Jones Financial Companies LLLP 0.02% Add +10.2% 102,978 $32.9M
MAI Capital Management 0.20% Reduce -1.5% 100,192 $32.1M
Orion Porfolio Solutions, LLC 0.23% Reduce -19.0% 90,994 $29.1M
Yarbrough Capital, LLC 0.90% Reduce -5.9% 90,335 $28.9M
Silvercrest Asset Management Group LLC 0.19% Add +0.3% 89,706 $28.7M
WoodTrust Financial Corp 3.39% Reduce -1.9% 88,968 $28.5M
Osaic Holdings, Inc. 0.04% Add +33.9% 86,652 $27.3M
Moneta Group Investment Advisors LLC 0.21% Add +4.7% 84,443 $27.0M
Bank of Montreal 0.01% Add +4.7% 79,227 $25.4M
Hantz Financial Services, Inc. 0.38% Reduce -0.4% 79,047 $25.3M
Stifel Financial Corp. 0.02% Add +12.7% 77,965 $25.0M
Captrust Financial Advisors 0.05% Reduce -1.1% 75,847 $24.3M
Stephens Group Asset Management, LLC 1.61% Add +121.2% 74,835 $24.0M
Focus Partners Wealth 0.04% Add +8.9% 74,380 $23.8M
VAUGHAN & Co SECURITIES, INC. 12.42% Add +1.0% 73,054 $23.4M
Comerica Bank 0.09% Reduce -14.1% 70,801 $22.7M
Geneva Capital Management LLC 0.39% Add +109.3% 70,790 $22.7M
MML Investors Services, LLC 0.06% Reduce -1.2% 68,892 $22.0M
HighTower Advisors, LLC 0.03% Reduce -1.4% 68,793 $22.0M
Waldron Private Wealth LLC 0.88% Reduce -0.6% 67,930 $21.7M
Droms Strauss Advisors Inc. /Mo/ 6.24% Add +8.8% 67,231 $21.5M
Citigroup Inc. 0.01% Add +21.7% 65,829 $21.1M
Cerity Partners LLC 0.03% Reduce -1.0% 63,778 $20.4M
Mariner, LLC 0.03% Add +1.6% 63,727 $20.4M
Powell Investment Advisors, LLC 6.79% Reduce -2.0% 60,627 $19.4M
BlackRock, Inc. 0.00% Add +33.3% 58,867 $18.8M
Confluence Wealth Services, Inc. 0.92% Add +8.6% 58,102 $18.6M
Kestra Advisory Services, LLC 0.08% Reduce -0.6% 55,233 $17.7M
AMG National Trust Bank 0.43% Reduce -2.1% 55,128 $17.6M
Axiom Investors LLC 0.13% Add +190.9% 54,100 $17.3M
Avantax Planning Partners, Inc. 0.49% Reduce -2.5% 53,922 $17.3M
TimesSquare Capital Management, LLC 0.23% Reduce -39.9% 51,100 $16.4M
Fifth Third Bancorp 0.05% Reduce -0.4% 49,791 $15.9M
Flaharty Asset Management, LLC 2.01% Add +2.0% 49,269 $15.8M
Wealthspire Advisors, LLC 0.08% Add +0.6% 48,336 $15.5M
Baird Financial Group, Inc. 0.02% Add +4.0% 48,200 $15.4M
Courier Capital LLC 0.86% Add +1.8% 46,915 $15.0M
LMG Wealth Partners, LLC 2.69% Add +1.2% 45,191 $14.5M
Wellington Management Group LLP 0.00% Reduce -75.8% 45,066 $14.4M
Two Sigma Investments, LP 0.02% Reduce -50.8% 45,009 $14.4M
Steward Partners Investment Advisory, LLC 0.08% Add +0.1% 44,127 $14.1M
RTD Financial Advisors, Inc. 1.69% Reduce -2.3% 43,890 $14.0M
Shepherd Financial Partners LLC 1.31% Reduce -2.2% 42,928 $13.7M
Tobias Financial Advisors, Inc. 2.08% Add +10.2% 42,815 $13.7M
Whittier Trust Co. of Nevada Inc. 0.27% Add +0.8% 38,784 $12.6M
Blair William & Co. 0.03% Add +1.5% 39,155 $12.5M
NorthCoast Asset Management LLC 0.05% Reduce -0.4% 38,803 $12.4M
Synovus Financial Corp. 0.14% Add +0.0% 38,398 $12.3M
Waverly Advisors, LLC 0.12% Add +0.6% 38,187 $12.2M
Hillcrest Wealth Advisors - NY, LLC 5.47% Reduce -2.2% 38,030 $12.2M
FSA Wealth Management LLC 4.28% Add +0.3% 36,537 $11.7M
William Blair Investment Management, LLC 0.03% Reduce -22.2% 36,160 $11.6M
First Horizon Corp. 0.53% — 35,168 $11.3M

"% 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 991 holders