ISHARES RUSSELL 2000 GROWTH IWO
$386.78
-1.1% 52w: $274.81 – $393.96
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data274.81334.38393.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.0K
-40 QoQ
13F value
$9.55B
-8.0% QoQ
Smart-money holders
32
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.6×
$15.3M calls / $24.6M puts
Institutional value by quarter
Number of holders
Who owns IWO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.5M | $1.09B | 0.1% | -16.4% |
| MORGAN STANLEY | Bank broker | 2.8M | $864.0M | 0.1% | +5.1% |
| BARINGS LLC | Wealth advisor | 1.6M | $484.3M | 8.1% | -3.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $344.2M | 0.1% | -2.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 957.9K | $300.6M | 0.0% | -0.8% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 935.5K | $293.6M | 6.3% | +1.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 730.3K | $229.2M | 0.0% | -6.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 616.5K | $193.5M | 0.1% | +0.5% |
| LPL Financial LLC | Bank broker | 576.9K | $181.0M | 0.0% | +0.7% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 575.8K | $180.7M | 0.7% | — |
| D.A. DAVIDSON & CO. | Wealth advisor | 544.7K | $170.9M | 1.0% | +2.3% |
| UBS Group AG | Bank broker | 523.1K | $164.2M | 0.0% | +0.2% |
| Cohen Klingenstein LLC | Other | 492.7K | $154.6M | 5.0% | -4.7% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 466.7K | $140.5M | 1.1% | — |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 433.2K | $135.9M | 0.0% | +11.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 432.5K | $135.7M | 0.2% | -3.8% |
| NORTHERN TRUST CORP | Index provider | 430.5K | $135.1M | 0.0% | -4.7% |
| CITIGROUP INC | Bank broker | 415.2K | $130.3M | 0.1% | +86.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 410.5K | $128.8M | 0.2% | +20.2% |
| ROYAL BANK OF CANADA | Bank broker | 374.9K | $117.6M | 0.0% | -1.2% |
| JPMORGAN CHASE & CO | Bank broker | 386.2K | $116.2M | 0.0% | -21.5% |
| FMR LLC | Long only active | 357.8K | $112.3M | 0.0% | +17.0% |
| M&T Bank Corp | Diversified mechanical | 348.6K | $109.4M | 0.4% | -1.6% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 343.3K | $107.7M | 0.1% | +1.2% |
| COMMERCE BANK | Diversified mechanical | 265.6K | $83.4M | 0.4% | +2.8% |
| Corient Private Wealth LLC | Diversified mechanical | 242.6K | $76.1M | 0.1% | -53.4% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 238.1K | $74.7M | 0.2% | -6.3% |
| Cetera Investment Advisers | Wealth advisor | 230.3K | $72.3M | 0.1% | -5.0% |
| Badgley Phelps Wealth Managers, LLC | Other | 224.1K | $70.3M | 1.4% | +0.5% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 214.6K | $69.3M | 0.0% | -1.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 206.9K | $64.9M | 0.0% | -5.4% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 202.4K | $63.5M | 7.3% | +42.0% |
| Creative Planning | Wealth advisor | 175.4K | $55.0M | 0.0% | -4.7% |
| BROWN ADVISORY INC | Diversified mechanical | 174.1K | $54.6M | 0.1% | -20.0% |
| SEI INVESTMENTS CO | Diversified mechanical | 166.0K | $52.1M | 0.0% | -2.7% |
| US BANCORP \DE\ | Wealth advisor | 163.0K | $51.1M | 0.1% | +1.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 160.5K | $50.2M | 0.0% | +5.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 151.5K | $47.5M | 0.0% | +19.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 149.9K | $46.1M | 0.0% | +31.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 145.8K | $45.8M | 0.2% | -0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 136.4K | $43.4M | 0.1% | -24.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 136.4K | $42.8M | 0.1% | +0.5% |
| Cresset Asset Management, LLC | Wealth advisor | 132.5K | $41.6M | 0.2% | -4.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 125.4K | $39.4M | 0.1% | +154.2% |
| Pathstone Holdings, LLC | Diversified mechanical | 121.5K | $38.1M | 0.2% | -12.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 120.0K | $37.7M | 0.1% | -2.6% |
| CHOREO, LLC | Wealth advisor | 113.2K | $35.5M | 0.4% | -0.2% |
| Focus Partners Wealth | Wealth advisor | 108.2K | $34.0M | 0.0% | -2.0% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 106.9K | $33.6M | 0.2% | Held |
| MAI Capital Management | Wealth advisor | 103.3K | $32.4M | 0.2% | 0.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.