ISHARES RUSSELL 2000 GROWTH (IWO) Top Institutional Shareholders
ISHARES RUSSELL 2000 GROWTH (IWO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.29B in IWO holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IWO tracked by InsiderSet, reporting ownership valued at approximately $1.09B in its March 31, 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 $1.34B, representing an estimated gain of +22.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% 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
1,020
Total Reported Value
$9.29B
Largest Holder
Bank Of America Corp
Largest Position
$1.09B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.08% | 3,472,005 | $1,089,549,763 | $1,335,610,883 | +$246,061,120 | +22.58% | |
| Morgan Stanley | 0.05% | 2,753,342 | $864,026,496 | $1,059,155,601 | +$195,129,105 | +22.58% | |
| Barings Llc | 7.82% | 1,608,750 | $484,265,925 | $618,853,950 | +$134,588,025 | +27.79% | |
| Envestnet Asset Management Inc | 0.09% | 1,096,991 | $344,246,823 | $421,990,498 | +$77,743,675 | +22.58% | |
| Goldman Sachs Group Inc | 0.04% | 957,906 | $300,600,518 | $368,487,280 | +$67,886,762 | +22.58% | |
| Cassaday & Co Wealth Management Llc | 6.25% | 935,475 | $293,561,283 | $359,858,523 | +$66,297,240 | +22.58% | |
| Wells Fargo & Company/Mn | 0.05% | 730,324 | $229,183,147 | $280,941,036 | +$51,757,889 | +22.58% | |
| Lpl Financial Llc | 0.05% | 576,867 | $181,026,536 | $221,909,198 | +$40,882,662 | +22.58% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.69% | 575,822 | $180,698,702 | $221,507,207 | +$40,808,505 | +22.58% | |
| D.A. Davidson & Co. | 1.04% | 544,695 | $170,930,823 | $209,533,273 | +$38,602,450 | +22.58% | |
| Pnc Financial Services Group, Inc. | 0.11% | 530,307 | $166,415,573 | $203,998,497 | +$37,582,924 | +22.58% | |
| Ubs Group Ag | 0.03% | 523,116 | $164,159,033 | $201,232,263 | +$37,073,230 | +22.58% | |
| Cohen Klingenstein Llc | 5.00% | 492,683 | $154,608,852 | $189,525,296 | +$34,916,444 | +22.58% | |
| Tiaa Wealth Investment Management Llc | 1.07% | 466,740 | $140,498,262 | $179,545,543 | +$39,047,281 | +27.79% | |
| Raymond James Financial Inc | 0.04% | 433,239 | $135,893,619 | $166,658,379 | +$30,764,760 | +22.64% | |
| Commonwealth Equity Services, Llc | 0.19% | 432,478 | $135,715,878 | $166,365,637 | +$30,649,759 | +22.58% | |
| Northern Trust Corp | 0.02% | 430,460 | $135,082,653 | $165,589,353 | +$30,506,700 | +22.58% | |
| Citigroup Inc | 0.08% | 415,194 | $130,291,956 | $159,716,828 | +$29,424,872 | +22.58% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.21% | 410,500 | $128,819,005 | $157,911,140 | +$29,092,135 | +22.58% | |
| Royal Bank Of Canada | 0.02% | 374,869 | $117,637,000 | $144,204,607 | +$26,567,607 | +22.58% | |
| Fmr Llc | 0.01% | 357,770 | $112,272,034 | $137,626,964 | +$25,354,930 | +22.58% | |
| M&T Bank Corp | 0.37% | 348,576 | $109,386,634 | $134,090,216 | +$24,703,582 | +22.58% | |
| Bnp Paribas Financial Markets | 0.07% | 343,304 | $107,732,228 | $132,062,183 | +$24,329,955 | +22.58% | |
| Commerce Bank | 0.40% | 265,635 | $83,358,919 | $102,184,472 | +$18,825,553 | +22.58% | |
| Corient Private Wealth Llc | 0.11% | 242,597 | $76,128,732 | $93,322,214 | +$17,193,482 | +22.58% | |
| Financial Engines Advisors L.L.C. | 0.15% | 238,068 | $74,708,119 | $91,579,998 | +$16,871,879 | +22.58% | |
| Cetera Investment Advisers | 0.08% | 230,267 | $72,259,971 | $88,579,110 | +$16,319,139 | +22.58% | |
| Badgley Phelps Wealth Managers, Llc | 1.40% | 224,148 | $70,340,020 | $86,225,253 | +$15,885,233 | +22.58% | |
| Alliancebernstein L.P. | 0.02% | 214,635 | $69,329,251 | $82,565,792 | +$13,236,541 | +19.09% | |
| Bank Of New York Mellon Corp | 0.01% | 206,852 | $64,912,360 | $79,571,827 | +$14,659,467 | +22.58% | |
| Pacific Life Fund Advisors Llc | 7.29% | 202,351 | $63,499,767 | $77,840,383 | +$14,340,616 | +22.58% | |
| Creative Planning | 0.04% | 175,424 | $55,049,654 | $67,482,104 | +$12,432,450 | +22.58% | |
| Brown Advisory Inc | 0.09% | 174,091 | $54,631,678 | $66,969,326 | +$12,337,648 | +22.58% | |
| Sei Investments Co | 0.05% | 166,044 | $52,106,440 | $63,873,806 | +$11,767,366 | +22.58% | |
| Us Bancorp \De\ | 0.06% | 162,958 | $51,137,850 | $62,686,683 | +$11,548,833 | +22.58% | |
| Ameriprise Financial Inc | 0.01% | 160,455 | $50,228,483 | $61,723,829 | +$11,495,346 | +22.89% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 151,451 | $47,526,702 | $58,260,171 | +$10,733,469 | +22.58% | |
| Jones Financial Companies Lllp | 0.02% | 149,885 | $46,084,561 | $57,657,762 | +$11,573,201 | +25.11% | |
| Keybank National Association/Oh | 0.17% | 145,834 | $45,764,180 | $56,099,423 | +$10,335,243 | +22.58% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 136,407 | $43,426,493 | $52,473,045 | +$9,046,552 | +20.83% | |
| Rockefeller Capital Management L.P. | 0.08% | 136,422 | $42,811,045 | $52,478,815 | +$9,667,770 | +22.58% | |
| Cresset Asset Management, Llc | 0.18% | 132,548 | $41,594,740 | $50,988,565 | +$9,393,825 | +22.58% | |
| Fifth Third Bancorp | 0.07% | 125,396 | $39,350,480 | $48,237,333 | +$8,886,853 | +22.58% | |
| Pathstone Holdings, Llc | 0.15% | 121,528 | $38,137,190 | $46,749,391 | +$8,612,201 | +22.58% | |
| Truist Financial Corp | 0.05% | 119,987 | $37,653,098 | $46,156,599 | +$8,503,501 | +22.58% | |
| Choreo, Llc | 0.44% | 113,231 | $35,529,691 | $43,557,701 | +$8,028,010 | +22.60% | |
| Focus Partners Wealth | 0.04% | 108,191 | $33,951,577 | $41,618,914 | +$7,667,337 | +22.58% | |
| Fort Washington Investment Advisors Inc | 0.19% | 106,920 | $33,552,565 | $41,129,986 | +$7,577,421 | +22.58% | |
| Mai Capital Management | 0.18% | 103,350 | $32,432,337 | $39,756,678 | +$7,324,341 | +22.58% | |
| Osaic Holdings, Inc. | 0.04% | 94,219 | $29,584,553 | $36,244,165 | +$6,659,612 | +22.51% |
Frequently asked questions about IWO
Who owns the most IWO stock?
The largest holders of IWO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL 2000 GROWTH (IWO).
Is IWO widely held by superinvestors?
Many widely followed stocks like IWO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.