IWO
iShares Russell 2000 Growth ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -6.7% ·
net new positions +6.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 112.22K | $39.67M | n/a | −1 |
| Q2 2026 | 79 | -2 | 18.55M | $7.27B | +2 | −5 |
| Q1 2026 | 83 | -3 | 18.57M | $5.82B | +3 | −6 |
| Q4 2025 | 86 | 0 | 19.33M | $6.25B | +3 | −3 |
| Q3 2025 | 15 | +1 | 5.81M | $1.86B | +1 | n/a |
| Q2 2025 | 11 | +1 | 1.21M | $345.85M | +2 | −1 |
| Q1 2025 | 7 | 0 | 205.34K | $52.47M | +1 | −1 |
| Q4 2024 | 7 | +1 | 248.12K | $71.42M | +1 | n/a |
| Q3 2024 | 6 | +1 | 138.25K | $39.27M | +2 | −1 |
| Q2 2024 | 5 | n/a | 281.77K | $73.97M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.50M | n/a | $798.81M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 2 | JPMorgan Chase ✦ | 1.95M | n/a | $624.48M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 3 | Goldman Sachs Group ✦ | 572.34K | n/a | $183.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (passive) | 296.87K | 0.0% | $95.01M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 288.23K | -47.1% | $92.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passive) | 58.87K | +33.3% | $18.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Wellington Management ✦ | 45.07K | -75.8% | $14.42M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 45.01K | -50.8% | $14.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 20.13K | +290.3% | $6.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 12.20K | +9.8% | $3.91M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | T. Rowe Price ✦ | 9.96K | +8.4% | $3.19M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passive) | 9.35K | +0.1% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Gotham Asset Management ✦ | 7.06K | 0.0% | $2.26M | 0.0% | Held | 3 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 1.37K | New | $438,774 | 0.0% | New | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 1.10K | -72.5% | $352,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $438,774 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,016 holders, 30.07M shares, $9.31B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.