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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$290.85 +2.95 (+1.02%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Number of
Institutional Buyers
(last 12 months)
473
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$686.26M
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IWO Institutional Buying and Selling by Quarter

iShares Russell 2000 Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.9,900$2.81M0.0%-40.1%0.024%
12/13/2024 B. Riley Wealth Advisors Inc.4,067$1.15M0.0%-18.7%0.010%
12/3/2024 Garde Capital Inc.3,044$864K0.1%+1.4%0.007%
11/27/2024 Franklin Resources Inc.32,322$9.33M0.0%-0.2%0.078%
11/25/2024 Synovus Financial Corp42,967$12.20M0.1%-0.1%0.103%
11/25/2024 Destination Wealth Management1,032$293K0.0%N/A0.002%
11/25/2024 Wilmington Savings Fund Society FSB5,369$1.53M0.0%+87.5%0.013%
11/25/2024 World Investment Advisors LLC1,053$299K0.0%N/A0.003%
11/25/2024 Sanctuary Advisors LLC23,120$7.17M0.0%+15.9%0.055%
11/20/2024 SOA Wealth Advisors LLC.2,023$575K0.1%-20.9%0.005%
11/18/2024 Rehmann Capital Advisory Group8,875$2.50M0.2%+1.5%0.021%
11/18/2024 TD Private Client Wealth LLC6,040$1.72M0.0%-9.8%0.014%
11/18/2024 Arete Wealth Advisors LLC1,479$419K0.0%+8.3%0.004%
11/18/2024 Coldstream Capital Management Inc.17,454$4.96M0.1%-1.9%0.042%
11/15/2024 Barclays PLC180,251$51.19M0.0%+74.4%0.432%
11/15/2024 Geller Advisors LLC59,120$16.79M1.2%+0.2%0.142%
11/15/2024 SGL Investment Advisors Inc.3,789$1.14M0.6%N/A0.009%
11/15/2024 Y Intercept Hong Kong Ltd735$209K0.0%N/A0.002%
11/15/2024 Glass Jacobson Investment Advisors llc3,731$1.06M0.4%+1.8%0.009%
11/15/2024 MML Investors Services LLC67,372$19.13M0.1%+9.5%0.162%
11/15/2024 Orion Portfolio Solutions LLC128,583$36.52M0.8%-1.2%0.308%
11/15/2024 EP Wealth Advisors LLC26,252$7.46M0.1%+10.6%0.063%
11/15/2024 Kovitz Investment Group Partners LLC38,403$10.91M0.1%-2.3%0.092%
11/15/2024 Wellington Management Group LLP68,735$19.52M0.0%-56.3%0.165%
11/15/2024 Stifel Financial Corp72,080$20.48M0.0%+0.5%0.173%
11/15/2024 Quantinno Capital Management LP749$213K0.0%N/A0.002%
11/15/2024 IHT Wealth Management LLC1,753$497K0.0%-2.1%0.004%
11/15/2024 Integrated Wealth Concepts LLC2,767$786K0.0%-12.8%0.007%
11/15/2024 Hilltop Holdings Inc.7,672$2.18M0.1%+18.0%0.018%
11/15/2024 Chevy Chase Trust Holdings LLC2,847$809K0.0%N/A0.007%
11/15/2024 FSA Wealth Management LLC35,087$9.97M4.0%N/A0.084%
11/14/2024 Tradition Wealth Management LLC12,046$3.42M0.3%-1.2%0.029%
11/14/2024 Widmann Financial Services Inc.7,284$2.07M1.6%+2.9%0.017%
11/14/2024 Flow Traders U.S. LLC30,372$8.63M0.4%+497.9%0.073%
11/14/2024 Fred Alger Management LLC284$81K0.0%+226.4%0.001%
11/14/2024 Captrust Financial Advisors65,790$18.68M0.1%-5.8%0.158%
11/14/2024 Rockefeller Capital Management L.P.59,703$16.95M0.0%-1.5%0.143%
11/14/2024 Hantz Financial Services Inc.57,079$16.21M0.3%-10.6%0.137%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,450$412K0.0%N/A0.003%
11/14/2024 Financial Counselors Inc.12,780$3.63M0.1%-1.6%0.031%
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11/14/2024 First Commonwealth Financial Corp PA11,319$3.22M0.8%-0.4%0.027%
11/14/2024 Corsair Capital Management L.P.15,000$4.26M1.0%+1.4%0.036%
11/14/2024 RPg Family Wealth Advisory LLC12,789$3.63M1.0%-0.3%0.031%
11/14/2024 CreativeOne Wealth LLC7,642$2.17M0.1%+4.3%0.018%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund81,000$23.00M0.1%+8.0%0.194%
11/13/2024 Glenmede Trust Co. NA23,439$6.66M0.0%+3.9%0.056%
11/13/2024 Townsquare Capital LLC3,831$1.09M0.0%-1.1%0.009%
11/13/2024 Cadence Bank3,395$964K0.1%N/A0.008%
11/13/2024 BNP Paribas Financial Markets355,064$100.84M0.1%+128.5%0.851%
11/13/2024 FMR LLC283,555$80.53M0.0%-4.5%0.680%
11/13/2024 D.A. Davidson & CO.470,692$133.68M1.1%+1.6%1.129%
11/13/2024 Bank of Montreal Can81,942$23.22M0.0%+1.7%0.197%
11/13/2024 Brown Brothers Harriman & Co.1,379$392K0.0%+3.7%0.003%
11/13/2024 Loomis Sayles & Co. L P544$154K0.0%N/A0.001%
11/13/2024 Boston Family Office LLC4,567$1.30M0.1%-0.8%0.011%
11/12/2024 Cahill Financial Advisors Inc.1,162$330K0.0%-12.4%0.003%
11/12/2024 Centaurus Financial Inc.3,370$957K0.1%+20.3%0.008%
11/12/2024Larson Financial Group LLC15,490$4.40M0.2%-2.2%0.037%
11/12/2024 Wescott Financial Advisory Group LLC2,710$770K0.1%+14.6%0.006%
11/12/2024 Lane & Associates LLC7,309$2.08M1.1%+7.8%0.018%
11/12/2024 Kingsview Wealth Management LLC4,441$1.26M0.0%+3.1%0.011%
11/12/2024 Cerity Partners LLC66,085$18.77M0.0%+2.7%0.158%
11/12/2024 Great Valley Advisor Group Inc.16,324$4.64M0.1%+2.8%0.039%
11/12/2024 Nwam LLC1,958$556K0.0%N/A0.005%
11/12/2024 Meridian Wealth Management LLC5,300$1.51M0.1%N/A0.013%
11/12/2024 Icon Wealth Advisors LLC1,661$472K0.0%+263.5%0.004%
11/12/2024 CFS Investment Advisory Services LLC11,245$3.19M0.3%-50.0%0.027%
11/12/2024 Citigroup Inc.123,623$35.11M0.0%+72.5%0.296%
11/12/2024 Eagle Asset Management Inc.4,095$1.27M0.0%+18.1%0.010%
11/9/2024 LPL Financial LLC488,873$138.84M0.1%+25.5%1.172%
11/8/2024 Stonebridge Financial Planning Group LLC3,150$895K0.4%-12.8%0.008%
11/8/2024 Etfidea LLC2,220$630K0.2%-1.6%0.005%
11/8/2024 Commerce Bank243,432$69.14M0.4%-0.7%0.584%
11/8/2024 MWA Asset Management5,760$1.64M1.1%+1.2%0.014%
11/8/2024 Avior Wealth Management LLC878$249K0.0%+7.6%0.002%
11/8/2024 PNC Financial Services Group Inc.655,737$186.23M0.1%+0.2%1.573%
11/8/2024 SouthState Corp195$55K0.0%+30.0%0.000%
11/8/2024 Vance Wealth Inc.9,788$2.78M1.1%+1.6%0.023%
11/8/2024 Lowery Thomas LLC15,308$4.35M2.9%-3.2%0.037%
11/8/2024 Fifth Third Wealth Advisors LLC7,872$2.24M0.1%+1.1%0.019%
11/8/2024 Prospera Financial Services Inc10,646$3.02M0.1%+20.9%0.026%
11/7/2024 Tranquility Partners LLC4,526$1.29M0.5%+1.6%0.011%
11/7/2024 Pathstone Holdings LLC158,203$44.93M0.2%+1.4%0.379%
11/7/2024 MidAtlantic Capital Management Inc.519$147K0.1%N/A0.001%
11/7/2024 Cassaday & Co Wealth Management LLC877,228$249.13M7.0%+2.3%2.104%
11/7/2024 First Western Trust Bank1,104$314K0.0%+12.2%0.003%
11/7/2024 MAI Capital Management98,700$28.03M0.3%-1.1%0.237%
11/7/2024 AMG National Trust Bank64,716$18.38M0.5%+5.3%0.155%
11/7/2024 Thrivent Financial for Lutherans8,304$2.36M0.0%+4.1%0.020%
11/6/2024 Mutual of America Capital Management LLC7,653$2.17M0.0%-52.1%0.018%
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11/6/2024 SRS Capital Advisors Inc.78,432$22.28M2.0%-1.4%0.188%
11/6/2024 Seelaus Asset Management LLC1,890$537K0.5%-3.8%0.005%
11/6/2024 Insight 2811 Inc.3,929$1.12M0.6%-4.3%0.009%
11/6/2024 Diversified Portfolios Inc.1,555$442K0.0%+2.5%0.004%
11/6/2024 Intelligence Driven Advisers LLC757$215K0.0%N/A0.002%
11/6/2024 Black Swift Group LLC28,717$8.16M1.8%+6.7%0.069%
11/6/2024 Planning Capital Management Corp1,557$442K0.3%+165.2%0.004%
11/6/2024 Zions Bancorporation N.A.2,842$807K0.1%-1.8%0.007%
11/6/2024 Pier 88 Investment Partners LLC2,200$625K0.1%N/A0.005%
11/6/2024 Kovack Advisors Inc.771$219K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

IWO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWO shares?

During the previous two years, 894 institutional investors and hedge funds held shares of iShares Russell 2000 Growth ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($39.47B), Bank of America Corp DE ($694.45M), Morgan Stanley ($680.31M), Barings LLC ($407.52M), TIAA Trust National Association ($374.07M), TIAA FSB ($333.21M), and Envestnet Asset Management Inc. ($281.05M).Learn more on IWO's institutional investors.

Which institutional investors have been buying iShares Russell 2000 Growth ETF stock?

Of the 743 institutional investors that purchased iShares Russell 2000 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($7.34M), TIAA Trust National Association ($1.43M), Alaska Permanent Fund Corp ($1.38M), Cassaday & Co Wealth Management LLC ($855.27K), Strategic Financial Concepts LLC ($775.12K), International Assets Investment Management LLC ($577.80K), and Victory Capital Management Inc. ($568.42K).

How much institutional buying is happening at iShares Russell 2000 Growth ETF?

Institutional investors have bought a total of 23,743,171 shares in the last 24 months. This purchase volume represents approximately $5.69B in transactions.

Which iShares Russell 2000 Growth ETF major shareholders have been selling company stock?

Of the 514 institutional investors that sold iShares Russell 2000 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alaska Permanent Fund Corp ($1.72M), Wellington Management Group LLP ($481.59K), Healthcare of Ontario Pension Plan Trust Fund ($332.10K), Corient Private Wealth LLC ($307.20K), Bank of America Corp DE ($281.40K), UBS Group AG ($240.72K), and Morgan Stanley ($229.21K).

How much institutional selling is happening at iShares Russell 2000 Growth ETF?

Institutional investors have sold a total of 7,893,088 shares in the last 24 months. This volume of shares sold represents approximately $1.88B in transactions.



This page (NYSEARCA:IWO) was last updated on 12/22/2024 by MarketBeat.com Staff
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