iShares Russell 2000 GrowthIWOETF

13F holders, Q1 2026 (March 31)
1,027holders −36
56new positions
78sold out
5famous investors
$313.11avg. 13F price*

At the end of Q1 2026, 1,027 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, down 36 from Q4 2025. 56 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($864.0M) and Barings LLC ($484.3M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions56$72.2M
Exits78$46.6M

All 13F filers, Q4 2025 → Q1 2026: 1,475,642 shares bought and 3,622,350 shares sold, net −2,146,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,027 holders

Bank of America Corp. 0.08% Reduce -16.4% 3,472,005 $1.1B
Morgan Stanley 0.05% Add +5.1% 2,753,342 $864.0M
Barings LLC 8.07% Reduce -3.0% 1,608,750 $484.3M
Envestnet Asset Management Inc. 0.09% Reduce -2.2% 1,096,991 $344.2M
Goldman Sachs Group Inc. 0.04% Reduce -0.8% 957,906 $300.6M
Cassaday & Co Wealth Management LLC 6.25% Add +1.5% 935,475 $293.6M
Wells Fargo & Company 0.05% Reduce -6.0% 730,324 $229.2M
PNC Financial Services Group, Inc. 0.11% Add +0.6% 616,540 $193.5M
LPL Financial LLC 0.05% Add +0.7% 576,867 $181.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.69% — 575,822 $180.7M
D.A. Davidson & Co. 1.04% Add +2.3% 544,695 $170.9M
UBS Group AG 0.03% Add +0.2% 523,116 $164.2M
Cohen Klingenstein LLC 5.00% Reduce -4.7% 492,683 $154.6M
TIAA Wealth Investment Management LLC 1.07% — 466,740 $140.5M
Raymond James Financial Inc. 0.04% Add +11.2% 433,239 $135.9M
Commonwealth Equity Services, LLC 0.19% Reduce -3.8% 432,478 $135.7M
Northern Trust Corp. 0.02% Reduce -4.7% 430,460 $135.1M
Citigroup Inc. 0.08% Add +86.6% 415,194 $130.3M
Healthcare of Ontario Pension Plan Trust Fund 0.21% Add +20.2% 410,500 $128.8M
Royal Bank of Canada 0.02% Reduce -1.2% 374,869 $117.6M
JPMorgan Chase & Co. 0.01% Reduce -21.5% 386,157 $116.2M
FMR LLC 0.01% Add +17.0% 357,770 $112.3M
M&T Bank Corp 0.36% Reduce -0.9% 351,267 $110.2M
BNP Paribas Financial Markets 0.07% Add +1.2% 343,304 $107.7M
Commerce Bank 0.40% Add +2.8% 265,635 $83.4M
Corient Private Wealth LP 0.11% Reduce -7.2% 242,597 $76.1M
Financial Engines Advisors L.L.C. 0.15% Reduce -6.3% 238,068 $74.7M
Cetera Investment Advisers 0.08% Reduce -5.0% 230,267 $72.3M
Badgley Phelps Wealth Managers, LLC 1.40% Add +0.5% 224,148 $70.3M
Alliancebernstein L.P. 0.02% Reduce -1.3% 214,635 $69.3M
Bank of New York Mellon Corp 0.01% Reduce -5.4% 206,852 $64.9M
Pacific Life Fund Advisors LLC 7.29% Add +42.0% 202,351 $63.5M
Creative Planning 0.04% Reduce -4.7% 175,424 $55.0M
Brown Advisory Inc. 0.09% Reduce -20.0% 174,091 $54.6M
Sei Investments Co. 0.05% Reduce -2.7% 166,044 $52.1M
US Bancorp \de 0.06% Add +1.9% 162,958 $51.1M
Ameriprise Financial Inc. 0.01% Add +5.2% 160,455 $50.2M
Northwestern Mutual Wealth Management Co. 0.03% Add +19.1% 151,451 $47.5M
Jones Financial Companies LLLP 0.02% Add +31.0% 149,885 $46.1M
Keybank National Association 0.17% Reduce -0.2% 145,834 $45.8M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -24.0% 136,407 $43.4M
Rockefeller Capital Management L.P. 0.08% Add +0.5% 136,422 $42.8M
Cresset Asset Management, LLC 0.18% Reduce -4.9% 132,548 $41.6M
Fifth Third Bancorp 0.07% Add +154.2% 125,396 $39.4M
Pathstone Holdings, LLC 0.15% Reduce -12.6% 121,528 $38.1M
Truist Financial Corp. 0.05% Reduce -2.6% 119,987 $37.7M
Choreo, LLC 0.44% Reduce -0.2% 113,231 $35.5M
Focus Partners Wealth 0.04% Reduce -2.0% 108,191 $34.0M
Fort Washington Investment Advisors Inc. 0.19% No change 106,920 $33.6M
MAI Capital Management 0.18% Add +0.0% 103,350 $32.4M
Osaic Holdings, Inc. 0.04% Reduce -34.0% 94,219 $29.6M
Hantz Financial Services, Inc. 0.44% Add +9.3% 91,838 $28.8M
Fuller & Thaler Asset Management, Inc. 0.09% Reduce -4.0% 88,846 $27.9M
Silvercrest Asset Management Group LLC 0.19% Reduce -7.0% 82,409 $25.9M
Moneta Group Investment Advisors LLC 0.19% Reduce -3.4% 79,892 $25.1M
Captrust Financial Advisors 0.04% Add +0.3% 79,550 $25.0M
WoodTrust Financial Corp 3.19% Reduce -10.8% 78,777 $24.7M
Bank of Montreal 0.01% Reduce -0.7% 78,284 $24.6M
Stifel Financial Corp. 0.02% Reduce -22.6% 75,549 $23.7M
Stephens Group Asset Management, LLC 1.51% Add +0.6% 75,294 $23.6M
HighTower Advisors, LLC 0.02% Add +0.1% 72,950 $22.9M
VAUGHAN & Co SECURITIES, INC. 11.88% Reduce -1.9% 72,425 $22.7M
Cerity Partners LLC 0.03% Add +6.6% 72,245 $22.7M
Geneva Capital Management LLC 0.47% Add +14.2% 70,677 $22.2M
GTS Securities LLC 0.77% Add +493.3% 69,271 $21.7M
Droms Strauss Advisors Inc. /Mo/ 5.62% Add +2.5% 68,531 $21.5M
Confluence Wealth Services, Inc. 0.79% Add +8.4% 64,549 $20.3M
MML Investors Services, LLC 0.06% Reduce -11.4% 64,400 $20.2M
Allspring Global Investments Holdings, LLC 0.03% No change 62,141 $19.5M
Mariner, LLC 0.02% Reduce -4.0% 61,656 $19.3M
Mirae Asset Global Investments Co., Ltd. 0.06% New 61,400 $19.3M
Kestra Advisory Services, LLC 0.07% Add +1.4% 61,280 $19.2M
Powell Investment Advisors, LLC 6.62% Add +1.4% 61,157 $19.2M
First Horizon Corp. 0.80% Add +15.4% 61,150 $19.2M
Waldron Private Wealth LLC 0.74% Reduce -7.2% 60,860 $19.1M
BlackRock, Inc. 0.00% Reduce -15.0% 59,742 $18.7M
D. E. Shaw & Co. 0.02% Add +253.3% 57,516 $18.0M
Avantax Planning Partners, Inc. 0.47% Add +1.3% 54,775 $17.2M
AMG National Trust Bank 0.36% Reduce -0.1% 52,539 $16.5M
AdvisorShares Investments LLC 2.98% New 52,096 $16.3M
Baird Financial Group, Inc. 0.03% Add +2.1% 51,572 $16.2M
Wellington Management Group LLP 0.00% Reduce -39.8% 50,752 $15.9M
Courier Capital LLC 0.86% Add +2.7% 49,088 $15.4M
Wealthspire Advisors, LLC 0.12% Reduce -1.3% 48,736 $15.3M
LMG Wealth Partners, LLC 2.70% Add +2.4% 47,263 $14.8M
Summit Financial, LLC 0.18% Add +12.9% 45,836 $14.4M
Steward Partners Investment Advisory, LLC 0.07% Add +1.0% 45,137 $14.2M
Tobias Financial Advisors, Inc. 1.85% Reduce -2.4% 42,405 $13.3M
Allworth Financial LP 0.05% Reduce -0.5% 41,681 $13.1M
Whittier Trust Co. of Nevada Inc. 0.26% No change 40,104 $12.8M
RTD Financial Advisors, Inc. 1.58% Reduce -4.7% 40,853 $12.8M
Shepherd Financial Partners LLC 1.21% Reduce -1.6% 40,801 $12.8M
Blair William & Co. 0.04% Add +4.5% 39,343 $12.3M
Pinnacle Financial Partners, Inc. 0.09% Add +0.1% 39,223 $12.3M
Waverly Advisors, LLC 0.09% Reduce -2.8% 39,042 $12.3M
HSBC Holdings PLC 0.01% Add +35.5% 38,952 $12.2M
Hillcrest Wealth Advisors - NY, LLC 4.93% Add +3.3% 38,800 $12.2M
Quent Capital, LLC 0.86% Reduce -3.6% 38,637 $12.1M
William Blair Investment Management, LLC 0.04% Add +404.9% 38,173 $12.0M
Bronte Capital Management Pty Ltd. 1.25% New 37,542 $11.8M

"% 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 1,027 holders