ISHARES RUSSELL 2000 GROWTH (IWO) Institutional Ownership

IWO is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.03M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $2.03M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IWO position is now estimated to be worth approximately $2.46M, representing an estimated gain of +21.10% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES RUSSELL 2000 GROWTH (IWO).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$2,031,9196,475
Q4 20252$5,664,58017,537
Q3 20252$2,251,1097,034
Q2 20252$3,179,13611,122
Q1 20252$2,215,7228,671
Q4 20242$886,3143,079
Q3 20242$664,0772,338
Q2 20243$1,623,5376,184
Q1 20242$690,9102,551
Q4 20232$759,8843,013
Q3 20232$761,0403,395
Q2 20232$370,1274,123