Security record · archived quarter
IWO
iShares Russell 2000 Growth ETF · Financial Services · Asset Management - Global
86Tracked holders
0Δ holders
19.33MShares held
$6.25BReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.15M | n/a | $1.34B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | Morgan Stanley ✦ | 2.62M | +4.9% | $846.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 3 | Envestnet Asset Management Inc | 1.12M | n/a | $362.32M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 966.02K | +68.8% | $312.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Wells Fargo & Company/Mn | 777.07K | n/a | $251.00M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | Pnc Financial Services Group, Inc. | 613.19K | n/a | $198.07M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 7 | LPL Financial LLC | 572.69K | n/a | $184.99M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 522.03K | n/a | $168.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Corient Private Wealth LP | 521.06K | n/a | $168.41M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 10 | JPMorgan Chase ✦ | 491.73K | -74.8% | $158.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 11 | Northern Trust Corp | 451.47K | n/a | $145.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 449.38K | n/a | $145.15M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 389.57K | n/a | $125.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Royal Bank Of Canada | 379.55K | n/a | $122.60M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 15 | Healthcare Of Ontario Pension Plan… | 341.50K | n/a | $110.31M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Bnp Paribas Financial Markets | 339.34K | n/a | $109.61M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 305.69K | +6.1% | $98.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Financial Engines Advisors L.L.C. | 254.19K | n/a | $82.11M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 242.40K | n/a | $78.30M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 222.51K | n/a | $71.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Bank of New York Mellon Corp | 218.64K | n/a | $70.62M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 22 | Brown Advisory Inc | 217.61K | n/a | $70.29M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 23 | Alliancebernstein L.P. | 217.50K | n/a | $70.26M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 179.57K | n/a | $60.58M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 184.04K | n/a | $59.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Sei Investments Co | 170.64K | n/a | $55.12M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 159.94K | n/a | $51.66M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 28 | Ameriprise Financial Inc | 152.49K | n/a | $49.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Osaic Holdings, Inc. | 142.80K | n/a | $46.15M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 30 | Rockefeller Capital Management L.P. | 135.71K | n/a | $43.83M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 31 | Northwestern Mutual Wealth… | 127.18K | n/a | $41.08M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 123.20K | n/a | $39.79M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 33 | Jones Financial Companies Lllp | 114.39K | n/a | $36.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Focus Partners Wealth | 110.42K | n/a | $35.67M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 97.56K | n/a | $31.52M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 36 | Wellington Management ✦ | 84.33K | +87.1% | $27.24M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 37 | Captrust Financial Advisors | 79.28K | n/a | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 78.85K | n/a | $25.47M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 39 | Barclays Plc | 76.54K | n/a | $24.72M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 72.88K | n/a | $23.54M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 72.69K | n/a | $23.48M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 70.30K | +19.4% | $22.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 43 | Cerity Partners LLC | 67.79K | n/a | $21.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Mariner, LLC | 64.23K | n/a | $20.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Allspring Global Investments… | 62.14K | n/a | $20.07M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Hsbc Holdings Plc | 57.51K | n/a | $18.58M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 47 | Baird Financial Group, Inc. | 50.51K | n/a | $16.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Fifth Third Bancorp | 49.33K | n/a | $15.93M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Blair William & Co/Il | 37.64K | n/a | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Franklin Resources Inc | 31.71K | n/a | $10.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 51 | Mercer Global Advisors Inc /Adv | 29.28K | n/a | $9.46M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 21.49K | +6.8% | $6.94M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 53 | Cwm, Llc | 20.22K | n/a | $6.53M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Prudential Financial Inc | 18.26K | n/a | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Clearbridge Investments, LLC | 16.80K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Kayne Anderson Rudnick Investment… | 16.78K | n/a | $5.42M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Jane Street Group, Llc | 16.73K | n/a | $5.41M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | D. E. Shaw & Co. ✦ | 16.28K | New | $5.26M | 0.0% | New | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 13.38K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 12.78K | +4.7% | $4.13M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 61 | T. Rowe Price ✦ | 12.59K | +26.4% | $4.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 62 | Lido Advisors, LLC | 11.74K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 11.48K | +943.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | The Vanguard Group ✦ (passive) | 9.71K | +3.9% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Wealthfront Advisers LLC | 9.51K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Gotham Asset Management ✦ | 7.06K | 0.0% | $2.28M | 0.0% | Held | 4 | SEC ↗ |
| 67 | Neuberger Berman Group LLC | 6.28K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Principal Financial Group Inc | 6.20K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Quantinno Capital Management LP | 5.75K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Susquehanna International Group, Llp | 4.72K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 71 | Millennium Management ✦ | 4.55K | New | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 72 | Hrt Financial Lp | 3.06K | n/a | $987,000 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Marshall Wace ✦ | 2.67K | New | $863,729 | 0.0% | New | 1 | SEC ↗ |
| 74 | Optiver Holding B.V. | 1.50K | n/a | $485,484 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Fayez Sarofim & Co | 1.31K | n/a | $424,435 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 1.25K | n/a | $404,865 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Tudor Investment Corp Et Al | 1.17K | n/a | $377,922 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Rhumbline Advisers | 939 | n/a | $303,305 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | First Manhattan Co. Llc. | 883 | n/a | $285,218 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Chevy Chase Trust Holdings, LLC | 781 | n/a | $252,270 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Legal & General Group Plc | 620 | n/a | $200,372 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | National Bank Of Canada /Fi/ | 499 | n/a | $161,170 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Lazard Asset Management Llc | 450 | n/a | $145,355 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | UBS AM, a distinct business unit of… | 392 | n/a | $126,620 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Deutsche Bank Ag\ | 378 | n/a | $122,097 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | TD Waterhouse Canada Inc. | 155 | n/a | $50,068 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $5.26M | 0.0% |
| Millennium Management | $1.47M | 0.0% |
| Marshall Wace | $863,729 | 0.0% |
Exited
| State Street Global Advisors | $95.01M | was 0.0% |
| Two Sigma Investments | $14.40M | was 0.0% |
| Fisher Asset Management | $438,774 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API