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iShares Russell 2000 Growth ETF (IWO) Institutional Ownership

iShares Russell 2000 Growth ETF logo
$301.78 +7.12 (+2.42%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
481
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$781.16M
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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
1/21/2025Flagship Private Wealth LLC9,141$2.63M1.3%+32.9%0.022%
1/21/2025Crescent Grove Advisors LLC15,329$4.41M0.4%-5.9%0.037%
1/21/2025RTD Financial Advisors Inc.45,419$13.07M1.7%-1.0%0.109%
1/21/2025Anderson Hoagland & Co.1,790$527K0.1%+15.1%0.004%
1/21/2025Insight Inv LLC189$54K0.0%N/A0.000%
1/21/2025GSB Wealth Management LLC4,844$1.39M0.4%+5.3%0.012%
1/21/2025Geneos Wealth Management Inc.8,213$2.36M0.1%-0.5%0.020%
1/21/2025Fifth Third Bancorp52,079$14.99M0.1%-1.8%0.125%
1/21/2025Cornerstone Wealth Advisors Inc.6,427$1.85M0.5%-4.5%0.015%
1/21/2025McGuire Investment Group LLC1,555$448K0.1%+5.7%0.004%
1/21/2025Hillcrest Wealth Advisors NY LLC37,705$10.85M5.2%-0.9%0.090%
1/21/2025Rodgers & Associates LTD17,939$5.16M0.6%-0.4%0.043%
1/21/2025LexAurum Advisors LLC1,279$368K0.1%N/A0.003%
1/21/2025Cornerstone Wealth Management LLC3,729$1.07M0.1%+21.5%0.009%
1/21/2025Brighton Jones LLC9,937$2.86M0.1%-3.5%0.024%
1/17/2025 Avior Wealth Management LLC1,041$300K0.0%+18.6%0.002%
1/17/2025 Mutual Advisors LLC1,217$357K0.0%-3.9%0.003%
1/17/2025 Riverbridge Partners LLC11,069$3.19M0.0%+63.2%0.027%
1/17/2025 Echo45 Advisors LLC10,954$3.23M2.1%+4.6%0.026%
1/17/2025 SMI Advisory Services LLC40,841$11.61M2.7%N/A0.098%
1/17/2025 Janney Montgomery Scott LLC20,836$6.00M0.0%-2.6%0.050%
1/17/2025 Bartlett & CO. Wealth Management LLC8,640$2.49M0.0%-0.5%0.021%
1/17/2025 Park Place Capital Corp4,655$1.34M0.4%+6.9%0.011%
1/17/2025 Luts & Greenleigh Group Inc.6,046$1.74M1.7%+1.0%0.014%
1/17/2025 Finley Financial LLC14,095$4.12M2.1%N/A0.034%
1/17/2025 Dakota Wealth Management7,899$2.27M0.1%+31.0%0.019%
1/17/2025 XML Financial LLC28,232$8.13M0.7%+39.2%0.068%
1/17/2025 Simon Quick Advisors LLC12,576$3.62M0.2%-11.4%0.030%
1/17/2025 Atomi Financial Group Inc.805$232K0.0%N/A0.002%
1/17/2025 AMI Asset Management Corp3,827$1.10M0.1%-53.8%0.009%
1/17/2025 Transform Wealth LLC2,039$587K0.0%+1.9%0.005%
1/17/2025 Prosperity Planning Inc.3,291$947K0.3%-5.9%0.008%
1/16/2025 Colorado Capital Management Inc.698$201K0.1%-14.3%0.002%
1/16/2025 Harbor Investment Advisory LLC19,274$5.55M0.5%-1.1%0.046%
1/16/2025 Union Savings Bank251$72K0.0%-13.1%0.001%
1/16/2025 Corundum Group Inc.28,690$8.26M3.1%-3.4%0.069%
1/16/2025 Oldfather Financial Services LLC25,674$7.39M2.8%+0.4%0.062%
1/16/2025 Ironwood Financial llc5,863$1.69M0.4%-6.0%0.014%
1/16/2025 Mechanics Bank Trust Department23,698$6.82M0.9%-2.5%0.057%
1/16/2025 Diversify Wealth Management LLC1,536$437K0.0%N/A0.004%
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1/16/2025 Annex Advisory Services LLC1,763$507K0.0%N/A0.004%
1/16/2025 Brady Martz Wealth Solutions LLC4,452$1.28M0.3%N/A0.011%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.3,847$1.11M0.6%+51.9%0.009%
1/15/2025 Oak Ridge Investments LLC4,170$1.20M0.1%N/A0.010%
1/15/2025 Veery Capital LLC4,093$1.18M0.5%+2.0%0.010%
1/15/2025 Kera Capital Partners Inc.24,250$6.98M2.0%N/A0.058%
1/15/2025 Ameritas Advisory Services LLC4,181$1.20M0.0%+196.1%0.010%
1/15/2025 HB Wealth Management LLC22,970$6.61M0.1%+12.3%0.055%
1/15/2025 Trust Co. of Vermont935$269K0.0%-3.6%0.002%
1/15/2025 Cohen Klingenstein LLC551,830$158.83M5.4%-0.7%1.323%
1/15/2025 Sanibel Captiva Trust Company Inc.907$261K0.0%-12.8%0.002%
1/15/2025 Arkadios Wealth Advisors2,040$587K0.0%-8.1%0.005%
1/15/2025 Lake Street Private Wealth LLC2,336$672K0.1%-37.4%0.006%
1/15/2025 Merit Financial Group LLC3,179$915K0.0%+169.2%0.008%
1/15/2025 Relyea Zuckerberg Hanson LLC8,886$2.56M0.3%+6.2%0.021%
1/15/2025 Wealthcare Advisory Partners LLC6,395$1.84M0.1%-9.4%0.015%
1/15/2025 Procyon Advisors LLC2,771$798K0.1%N/A0.007%
1/15/2025 Total Wealth Planning LLC5,176$1.49M0.2%-3.2%0.012%
1/15/2025 Occidental Asset Management LLC20,308$5.85M0.9%-2.7%0.049%
1/15/2025 Carnegie Investment Counsel10,610$3.05M0.1%+15.6%0.025%
1/14/2025 Alaska Permanent Fund Corp5,737$1.65M0.0%-93.1%0.014%
1/14/2025 Redhawk Wealth Advisors Inc.20,126$5.79M0.8%N/A0.048%
1/14/2025 Armstrong Advisory Group Inc.142$41K0.0%N/A0.000%
1/14/2025 CHURCHILL MANAGEMENT Corp729,339$209.92M2.3%+1,423.9%1.749%
1/14/2025 Laurel Wealth Advisors LLC1,338$385K0.1%-5.6%0.003%
1/14/2025 Park Avenue Securities LLC13,998$4.03M0.0%+30.3%0.034%
1/14/2025 Fifth Third Wealth Advisors LLC7,945$2.29M0.1%+0.9%0.019%
1/14/2025 SeaCrest Wealth Management LLC720$207K0.0%-5.0%0.002%
1/14/2025 Hart & Patterson Financial Group LLC892$257K0.1%-6.5%0.002%
1/13/2025 Columbia Advisory Partners LLC3,423$985K0.9%-76.9%0.008%
1/13/2025 AdvisorNet Financial Inc10,798$3.11M0.3%+5.7%0.026%
1/13/2025 Tsfg LLC394$113K0.0%+75.9%0.001%
1/13/2025 Atmos Advisory LLC154$44K0.0%N/A0.000%
1/13/2025 Courier Capital LLC44,728$12.87M0.9%+0.2%0.107%
1/13/2025 Elevated Capital Advisors LLC2,964$853K0.2%+47.2%0.007%
1/13/2025 Harbour Capital Advisors LLC913$269K0.1%-8.1%0.002%
1/13/2025 Brookstone Capital Management3,397$978K0.0%+29.9%0.008%
1/13/2025 Fiduciary Alliance LLC1,594$459K0.0%+3.4%0.004%
1/10/2025 Atlas Brown Inc.10,406$3.00M1.0%-0.6%0.025%
1/10/2025 ST Germain D J Co. Inc.1,984$571K0.0%+7.6%0.005%
1/10/2025 Wealth Enhancement Advisory Services LLC185,408$52.66M0.1%+0.3%0.445%
1/10/2025 ORG Partners LLC7,374$2.12M0.3%+11.0%0.018%
1/8/2025 InvesTrust18,606$5.37M1.5%N/A0.045%
1/8/2025 Fulton Bank N.A.2,281$657K0.0%-5.0%0.005%
1/8/2025 International Assets Investment Management LLC921$266K0.0%-99.6%0.002%
1/3/2025 GAMMA Investing LLC156$45K0.0%+64.2%0.000%
12/30/2024SK Wealth Management LLC1,787$520K0.2%N/A0.004%
12/26/2024JPMorgan Chase & Co.495,559$140.74M0.0%+45.4%1.188%
12/19/2024Principal Financial Group Inc.9,900$2.81M0.0%-40.1%0.024%
12/13/2024B. Riley Wealth Advisors Inc.4,067$1.15M0.0%-18.7%0.010%
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12/3/2024Garde Capital Inc.3,044$864K0.1%+1.4%0.007%
11/27/2024Franklin Resources Inc.32,322$9.33M0.0%-0.2%0.078%
11/25/2024Synovus Financial Corp42,967$12.20M0.1%-0.1%0.103%
11/25/2024Destination Wealth Management1,032$293K0.0%N/A0.002%
11/25/2024Wilmington Savings Fund Society FSB5,369$1.53M0.0%+87.5%0.013%
11/25/2024World Investment Advisors LLC1,053$299K0.0%N/A0.003%
11/25/2024Sanctuary Advisors LLC23,120$7.17M0.0%+15.9%0.055%
11/20/2024SOA Wealth Advisors LLC.2,023$575K0.1%-20.9%0.005%
11/18/2024Rehmann Capital Advisory Group8,875$2.50M0.2%+1.5%0.021%
11/18/2024TD Private Client Wealth LLC6,040$1.72M0.0%-9.8%0.014%
(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, 896 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), CHURCHILL MANAGEMENT Corp ($730.14K), and International Assets Investment Management LLC ($577.80K).

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

Institutional investors have bought a total of 24,631,677 shares in the last 24 months. This purchase volume represents approximately $5.95B 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 ($1.79M), 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), International Assets Investment Management LLC ($258.28K), and UBS Group AG ($240.72K).

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

Institutional investors have sold a total of 8,116,611 shares in the last 24 months. This volume of shares sold represents approximately $1.95B in transactions.



This page (NYSEARCA:IWO) was last updated on 1/21/2025 by MarketBeat.com Staff
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