iShares Russell 2000 GrowthIWOETF

13F holders, Q4 2025 (December 31)
1,063holders +72
79new positions
50sold out
7famous investors
$323.39avg. 13F price*

At the end of Q4 2025, 1,063 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 72 from Q3 2025. 79 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($846.1M) and Barings LLC ($540.0M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions79$113.9M
Exits50$170.3M

All 13F filers, Q3 2025 → Q4 2025: 3,110,423 shares bought and 1,610,337 shares sold, net +1,500,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,063 holders

Bank of America Corp. 0.10% Add +10.6% 4,151,228 $1.3B
Morgan Stanley 0.05% Add +4.9% 2,619,371 $846.1M
Barings LLC 10.31% Add +2.0% 1,657,750 $540.0M
Tiaa Trust, National Association 1.06% Reduce -0.8% 1,359,871 $441.2M
Envestnet Asset Management Inc. 0.11% Add +5.0% 1,121,692 $362.3M
Goldman Sachs Group Inc. 0.04% Add +68.8% 966,022 $312.0M
Cassaday & Co Wealth Management LLC 6.27% Add +1.1% 921,669 $297.7M
Wells Fargo & Company 0.05% Add +6.4% 777,074 $251.0M
PNC Financial Services Group, Inc. 0.11% Reduce -1.3% 613,190 $198.1M
LPL Financial LLC 0.05% Add +3.6% 572,694 $185.0M
D.A. Davidson & Co. 1.05% Add +2.1% 532,522 $172.0M
UBS Group AG 0.03% Add +10.3% 522,032 $168.6M
Cohen Klingenstein LLC 5.07% Reduce -1.8% 516,788 $166.9M
JPMorgan Chase & Co. 0.01% Reduce -49.6% 491,725 $158.8M
Northern Trust Corp. 0.02% Add +3.3% 451,470 $145.8M
Commonwealth Equity Services, LLC 0.19% Reduce -6.2% 449,381 $145.2M
Raymond James Financial Inc. 0.04% Add +1.6% 389,572 $125.9M
Royal Bank of Canada 0.02% Add +12.3% 379,547 $122.6M
M&T Bank Corp 0.37% Reduce -0.2% 354,317 $114.4M
Healthcare of Ontario Pension Plan Trust Fund 0.19% Add +182.2% 341,500 $110.3M
BNP Paribas Financial Markets 0.07% Add +40.2% 339,344 $109.6M
FMR LLC 0.01% Add +6.1% 305,690 $98.7M
AE Wealth Management LLC 0.49% Add +24.2% 266,445 $86.1M
Corient Private Wealth LP 0.11% Add +27.1% 261,477 $84.5M
Commerce Bank 0.46% Add +14.1% 258,330 $83.4M
Financial Engines Advisors L.L.C. 0.16% Reduce -4.7% 254,193 $82.1M
Cetera Investment Advisers 0.09% Reduce -2.2% 242,397 $78.3M
Badgley Phelps Wealth Managers, LLC 1.32% Add +2.9% 223,021 $72.0M
Citigroup Inc. 0.05% Add +238.0% 222,509 $71.9M
Bank of New York Mellon Corp 0.01% Reduce -0.6% 218,643 $70.6M
Brown Advisory Inc. 0.10% Add +30.8% 217,608 $70.3M
Alliancebernstein L.P. 0.02% Reduce -13.5% 217,502 $70.3M
Wealth Enhancement Advisory Services, LLC 0.08% Add +1.9% 179,568 $60.6M
Creative Planning 0.04% Add +5.2% 184,037 $59.4M
Sei Investments Co. 0.05% Reduce 0.0% 170,636 $55.1M
US Bancorp \de 0.06% Reduce -38.1% 159,943 $51.7M
Ameriprise Financial Inc. 0.01% Add +13.2% 152,488 $49.3M
Keybank National Association 0.17% Add +0.6% 146,115 $47.2M
Osaic Holdings, Inc. 0.07% Add +64.8% 142,797 $46.2M
Pacific Life Fund Advisors LLC 4.74% Add +33.0% 142,468 $46.0M
Cresset Asset Management, LLC 0.19% Add +0.0% 139,330 $45.0M
Pathstone Holdings, LLC 0.17% Add +8.5% 138,972 $44.9M
Rockefeller Capital Management L.P. 0.08% Add +29.5% 135,705 $43.8M
Northwestern Mutual Wealth Management Co. 0.03% Add +0.8% 127,183 $41.1M
Truist Financial Corp. 0.05% Reduce -2.9% 123,200 $39.8M
Choreo, LLC 0.47% Add +3.0% 113,436 $37.0M
Jones Financial Companies LLLP 0.02% Add +11.1% 114,392 $36.9M
Focus Partners Wealth 0.04% Add +48.5% 110,423 $35.7M
Fort Washington Investment Advisors Inc. 0.18% Add +1.6% 106,920 $34.5M
MAI Capital Management 0.19% Add +3.1% 103,345 $33.4M
Stifel Financial Corp. 0.03% Add +25.1% 97,565 $31.5M
Fuller & Thaler Asset Management, Inc. 0.10% Add +163.4% 92,588 $29.9M
Yarbrough Capital, LLC 0.91% No change 90,335 $29.2M
Silvercrest Asset Management Group LLC 0.20% Reduce -1.3% 88,572 $28.6M
WoodTrust Financial Corp 3.33% Reduce -0.7% 88,308 $28.5M
Wellington Management Group LLP 0.00% Add +87.1% 84,328 $27.2M
Hantz Financial Services, Inc. 0.40% Add +6.3% 84,044 $27.1M
Moneta Group Investment Advisors LLC 0.20% Reduce -2.1% 82,685 $26.7M
Captrust Financial Advisors 0.05% Add +4.5% 79,275 $25.6M
Bank of Montreal 0.01% Reduce -0.5% 78,853 $25.5M
Comerica Bank 0.10% Add +10.1% 77,957 $25.2M
Barclays PLC 0.01% Reduce -45.8% 76,537 $24.7M
Congress Asset Management Co. 0.17% Add +4991.1% 76,264 $24.6M
Stephens Group Asset Management, LLC 1.61% Add +0.0% 74,859 $24.2M
VAUGHAN & Co SECURITIES, INC. 12.33% Add +1.0% 73,800 $23.8M
HighTower Advisors, LLC 0.03% Add +6.0% 72,883 $23.5M
MML Investors Services, LLC 0.06% Add +5.5% 72,689 $23.5M
BlackRock, Inc. 0.00% Add +19.4% 70,299 $22.7M
Cerity Partners LLC 0.03% Add +6.3% 67,791 $21.9M
Droms Strauss Advisors Inc. /Mo/ 5.68% Reduce -0.5% 66,873 $21.6M
Waldron Private Wealth LLC 0.84% Reduce -3.4% 65,597 $21.2M
Mariner, LLC 0.02% Add +0.8% 64,230 $20.7M
Allspring Global Investments Holdings, LLC 0.03% New 62,141 $20.1M
Geneva Capital Management LLC 0.38% Reduce -12.6% 61,898 $20.0M
Fiera Capital Corp 0.06% Add +710.6% 61,864 $20.0M
Kestra Advisory Services, LLC 0.08% Add +9.4% 60,407 $19.5M
Powell Investment Advisors, LLC 6.71% Reduce -0.5% 60,334 $19.5M
Confluence Wealth Services, Inc. 0.80% Add +2.5% 59,528 $19.2M
Avantax Planning Partners, Inc. 0.49% Add +0.3% 54,063 $17.5M
First Horizon Corp. 0.77% Add +50.7% 53,005 $17.1M
AMG National Trust Bank 0.40% Reduce -4.6% 52,611 $17.0M
Baird Financial Group, Inc. 0.03% Add +4.8% 50,506 $16.3M
Wealthspire Advisors, LLC 0.13% Add +2.2% 49,395 $16.0M
Fifth Third Bancorp 0.05% Reduce -0.9% 49,331 $15.9M
Courier Capital LLC 0.87% Add +1.9% 47,800 $15.4M
Axiom Investors LLC 0.13% Reduce -12.9% 47,100 $15.2M
LMG Wealth Partners, LLC 2.78% Add +2.1% 46,144 $14.9M
Fortis Group Advisors, LLC 2.46% Add +60.7% 43,677 $14.7M
Steward Partners Investment Advisory, LLC 0.08% Add +1.3% 44,708 $14.4M
Tobias Financial Advisors, Inc. 1.98% Add +1.5% 43,449 $14.0M
RTD Financial Advisors, Inc. 1.69% Reduce -2.4% 42,849 $13.8M
Allworth Financial LP 0.06% Add +905.7% 41,909 $13.5M
Whittier Trust Co. of Nevada Inc. 0.28% Add +3.4% 40,104 $13.5M
Shepherd Financial Partners LLC 1.24% Reduce -3.4% 41,462 $13.4M
Strategic Equity Management 4.51% New 41,177 $13.3M
Summit Financial, LLC 0.19% Add +17.9% 40,590 $13.1M
Waverly Advisors, LLC 0.11% Add +5.2% 40,158 $13.0M
Quent Capital, LLC 0.93% Add +25.1% 40,074 $12.9M
Pinnacle Financial Partners, Inc. 0.10% — 39,175 $12.7M
Blair William & Co. 0.03% Reduce -3.9% 37,644 $12.2M

"% 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 1,063 holders