IWO Institutional Ownership & Shareholders
ISHARES RUSSELL 2000 GROWTH (IWO) is currently held by 1,081 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IWO tracked by InsiderSet, reporting ownership valued at approximately $1.37B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.23B, representing an estimated loss of -10.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed IWO value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Barings Llc, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL 2000 GROWTH (IWO).
This page ranks the largest institutional IWO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,081
Total Reported Value
$11.36B
Largest Holder
Bank Of America Corp
Largest Position
$1.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.09% | 3,483,298 | $1,372,280,054 | $1,225,250,072 | -$147,029,983 | -10.71% | |
| Morgan Stanley | 0.05% | 2,328,293 | $917,255,491 | $818,977,063 | -$98,278,428 | -10.71% | |
| Barings Llc | 10.77% | 1,761,650 | $629,472,778 | $619,660,388 | -$9,812,391 | -1.56% | |
| Envestnet Asset Management Inc | 0.10% | 1,080,233 | $425,568,750 | $379,971,958 | -$45,596,792 | -10.71% | |
| Goldman Sachs Group Inc | 0.04% | 965,896 | $380,524,563 | $339,753,918 | -$40,770,645 | -10.71% | |
| Cassaday & Co Wealth Management Llc | 5.87% | 929,261 | $331,653,257 | $326,867,557 | -$4,785,700 | -1.44% | |
| Wells Fargo & Company/Mn | 0.05% | 704,958 | $277,725,225 | $247,968,977 | -$29,756,249 | -10.71% | |
| Lpl Financial Llc | 0.05% | 598,485 | $235,779,214 | $210,517,099 | -$25,262,115 | -10.71% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.74% | 546,451 | $215,279,836 | $192,214,139 | -$23,065,697 | -10.71% | |
| Fmr Llc | 0.01% | 531,617 | $209,435,939 | $186,996,280 | -$22,439,659 | -10.71% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.29% | 513,500 | $202,298,460 | $180,623,625 | -$21,674,835 | -10.71% | |
| Ubs Group Ag | 0.03% | 511,151 | $201,373,047 | $179,797,364 | -$21,575,683 | -10.71% | |
| Pnc Financial Services Group, Inc. | 0.11% | 506,723 | $199,628,458 | $178,239,815 | -$21,388,643 | -10.71% | |
| D.A. Davidson & Co. | 1.05% | 547,154 | $195,279,259 | $192,461,420 | -$2,817,840 | -1.44% | |
| Tiaa Wealth Investment Management Llc | 1.22% | 468,427 | $182,803,515 | $164,769,197 | -$18,034,318 | -9.87% | |
| Raymond James Financial Inc | 0.05% | 433,927 | $170,950,087 | $152,633,822 | -$18,316,265 | -10.71% | |
| Cohen Klingenstein Llc | 4.80% | 471,585 | $168,308,687 | $165,880,024 | -$2,428,663 | -1.44% | |
| Northern Trust Corp | 0.02% | 412,943 | $162,683,025 | $145,252,700 | -$17,430,325 | -10.71% | |
| Jpmorgan Chase & Co | 0.01% | 397,150 | $154,988,543 | $139,697,513 | -$15,291,031 | -9.87% | |
| Citigroup Inc | 0.07% | 374,910 | $147,699,556 | $131,874,593 | -$15,824,964 | -10.71% | |
| Commonwealth Equity Services, Llc | 0.19% | 411,572 | $146,889,940 | $144,770,451 | -$2,119,489 | -1.44% | |
| Alliancebernstein L.P. | 0.05% | 446,583 | $140,142,211 | $157,085,570 | +$16,943,359 | +12.09% | |
| Bnp Paribas Financial Markets | 0.07% | 340,110 | $133,989,736 | $119,633,693 | -$14,356,044 | -10.71% | |
| Royal Bank Of Canada | 0.02% | 328,945 | $129,591,000 | $115,706,404 | -$13,884,596 | -10.71% | |
| M&T Bank Corp | 0.36% | 351,267 | $110,230,634 | $123,558,167 | +$13,327,533 | +12.09% | |
| Cetera Investment Advisers | 0.08% | 232,731 | $91,686,472 | $81,863,129 | -$9,823,343 | -10.71% | |
| Financial Engines Advisors L.L.C. | 0.16% | 223,223 | $87,940,933 | $78,518,690 | -$9,422,243 | -10.71% | |
| Corient Private Wealth Llc | 0.12% | 218,652 | $86,140,791 | $76,910,841 | -$9,229,950 | -10.71% | |
| Commerce Bank | 0.37% | 216,194 | $85,171,788 | $76,046,240 | -$9,125,549 | -10.71% | |
| Badgley Phelps Wealth Managers, Llc | 1.42% | 230,637 | $82,314,500 | $81,126,565 | -$1,187,935 | -1.44% | |
| Bank Of New York Mellon Corp | 0.01% | 197,092 | $77,646,305 | $69,327,111 | -$8,319,194 | -10.71% | |
| Creative Planning | 0.04% | 180,677 | $64,483,544 | $63,553,135 | -$930,409 | -1.44% | |
| Us Bancorp \De\ | 0.07% | 161,302 | $63,546,536 | $56,737,979 | -$6,808,558 | -10.71% | |
| Ameriprise Financial Inc | 0.01% | 159,500 | $63,331,434 | $56,104,125 | -$7,227,309 | -11.41% | |
| Sei Investments Co | 0.06% | 159,552 | $62,857,940 | $56,122,416 | -$6,735,524 | -10.72% | |
| Jones Financial Companies Lllp | 0.02% | 157,199 | $61,054,728 | $55,294,748 | -$5,759,980 | -9.43% | |
| Keybank National Association/Oh | 0.19% | 143,663 | $56,597,482 | $50,533,460 | -$6,064,022 | -10.71% | |
| Brown Advisory Inc | 0.08% | 135,926 | $53,549,500 | $47,811,971 | -$5,737,530 | -10.71% | |
| Rockefeller Capital Management L.P. | 0.08% | 133,779 | $52,703,953 | $47,056,763 | -$5,647,190 | -10.71% | |
| Cresset Asset Management, Llc | 0.19% | 131,388 | $51,761,487 | $46,215,729 | -$5,545,758 | -10.71% | |
| Fifth Third Bancorp | 0.08% | 122,843 | $48,395,303 | $43,210,025 | -$5,185,278 | -10.71% | |
| Clearbridge Investments, Llc | 0.04% | 116,668 | $45,962,525 | $41,037,969 | -$4,924,556 | -10.71% | |
| Focus Partners Wealth | 0.05% | 112,606 | $44,362,860 | $39,609,161 | -$4,753,700 | -10.72% | |
| Choreo, Llc | 0.43% | 118,222 | $42,193,473 | $41,584,589 | -$608,885 | -1.44% | |
| Mai Capital Management | 0.16% | 103,431 | $40,747,483 | $36,381,854 | -$4,365,629 | -10.71% | |
| Osaic Holdings, Inc. | 0.05% | 101,157 | $39,883,363 | $35,581,975 | -$4,301,388 | -10.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 112,067 | $39,612,445 | $39,419,567 | -$192,878 | -0.49% | |
| Truist Financial Corp | 0.05% | 110,515 | $39,442,929 | $38,873,651 | -$569,278 | -1.44% | |
| Hantz Financial Services, Inc. | 0.52% | 97,455 | $38,393,000 | $34,279,796 | -$4,113,204 | -10.71% | |
| Fort Washington Investment Advisors Inc | 0.19% | 106,920 | $38,159,748 | $37,609,110 | -$550,638 | -1.44% |
Frequently asked questions about IWO
Who are the largest institutional holders of IWO?
The largest institutional holders of IWO reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Barings Llc, Envestnet Asset Management Inc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported IWO position.
What is IWO institutional ownership?
This page tracks IWO positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL 2000 GROWTH (IWO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWO?
InsiderSet currently tracks 1,081 institutional managers reporting IWO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWO shareholders.
How much IWO stock do institutions own?
Institutional investment managers disclosed approximately $11.36B in IWO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWO institutional ownership last updated?
The latest IWO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWO position after the reporting date.
Are institutions buying or selling IWO?
Institutional buying and selling can be analyzed by comparing IWO positions across consecutive 13F reporting periods. InsiderSet's IWO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWO ownership changes.
How has IWO institutional ownership changed over time?
InsiderSet tracks IWO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.