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Security record

IWO

iShares Russell 2000 Growth ETF · Financial Services · Asset Management - Global

385.60 +0.6% mkt cap $14.86B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
80Tracked holders
-2Δ holders
18.63MShares held
$7.30BReported value
+2New positions
−4Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.4% · share flow +0.4% · net new positions -2.5%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 80 -2 18.63M $7.30B +2 −4
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
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
Q3 2024 6 +1 138.25K $39.27M +2 −1
Q2 2024 5 281.77K $73.97M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 3.48M +0.3% $1.37B 0.1% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 3.48M +0.3% $1.37B 0.1% ▲ Add 3 SEC ↗
3 Bank Of America Corp /De/ 3.48M +0.3% $1.37B 0.1% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 3.48M +0.3% $1.37B 0.1% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 3.48M +0.3% $1.37B 0.1% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 3.48M +0.3% $1.37B 0.1% ▲ Add 3 SEC ↗
7 Morgan Stanley 2.33M -15.4% $917.26M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 2.33M -15.4% $917.26M 0.0% ▼ Trim 4 SEC ↗
9 Morgan Stanley 2.33M -15.4% $917.26M 0.0% ▼ Trim 4 SEC ↗
10 Morgan Stanley 2.33M -15.4% $917.26M 0.0% ▼ Trim 4 SEC ↗
11 Morgan Stanley 2.33M -15.4% $917.26M 0.0% ▼ Trim 4 SEC ↗
12 Morgan Stanley 2.33M -15.4% $917.26M 0.0% ▼ Trim 4 SEC ↗
13 Morgan Stanley 2.33M -15.4% $917.26M 0.0% ▼ Trim 4 SEC ↗
14 Morgan Stanley 2.33M -15.4% $917.26M 0.0% ▼ Trim 4 SEC ↗
15 Envestnet Asset Management Inc 1.08M -1.5% $425.57M 0.1% ▼ Trim 3 SEC ↗
16 Goldman Sachs Group 965.90K +0.8% $380.52M 0.0% ▲ Add 4 SEC ↗
17 Goldman Sachs Group 965.90K +0.8% $380.52M 0.0% ▲ Add 4 SEC ↗
18 Goldman Sachs Group 965.90K +0.8% $380.52M 0.0% ▲ Add 4 SEC ↗
19 Goldman Sachs Group 965.90K +0.8% $380.52M 0.0% ▲ Add 4 SEC ↗
20 Wells Fargo & Company/Mn 704.96K -3.5% $277.73M 0.0% ▼ Trim 3 SEC ↗
21 Wells Fargo & Company/Mn 704.96K -3.5% $277.73M 0.0% ▼ Trim 3 SEC ↗
22 Wells Fargo & Company/Mn 704.96K -3.5% $277.73M 0.0% ▼ Trim 3 SEC ↗
23 Wells Fargo & Company/Mn 704.96K -3.5% $277.73M 0.0% ▼ Trim 3 SEC ↗
24 Wells Fargo & Company/Mn 704.96K -3.5% $277.73M 0.0% ▼ Trim 3 SEC ↗
25 LPL Financial LLC 598.49K +3.8% $235.78M 0.1% ▲ Add 3 SEC ↗
26 Pnc Financial Services Group, Inc. 592.62K -3.9% $233.47M 0.1% ▼ Trim 3 SEC ↗
27 Pnc Financial Services Group, Inc. 592.62K -3.9% $233.47M 0.1% ▼ Trim 3 SEC ↗
28 Pnc Financial Services Group, Inc. 592.62K -3.9% $233.47M 0.1% ▼ Trim 3 SEC ↗
29 Pnc Financial Services Group, Inc. 592.62K -3.9% $233.47M 0.1% ▼ Trim 3 SEC ↗
30 Pnc Financial Services Group, Inc. 592.62K -3.9% $233.47M 0.1% ▼ Trim 3 SEC ↗
31 Pnc Financial Services Group, Inc. 592.62K -3.9% $233.47M 0.1% ▼ Trim 3 SEC ↗
32 Pnc Financial Services Group, Inc. 592.62K -3.9% $233.47M 0.1% ▼ Trim 3 SEC ↗
33 Pnc Financial Services Group, Inc. 592.62K -3.9% $233.47M 0.1% ▼ Trim 3 SEC ↗
34 Fidelity (FMR) 531.62K +48.6% $209.44M 0.0% ▲ Add 5 SEC ↗
35 Fidelity (FMR) 531.62K +48.6% $209.44M 0.0% ▲ Add 5 SEC ↗
36 Healthcare Of Ontario Pension Plan… 513.50K +25.1% $202.30M 0.3% ▲ Add 3 SEC ↗
37 UBS Group AG 511.15K -2.3% $201.37M 0.0% ▼ Trim 3 SEC ↗
38 UBS Group AG 511.15K -2.3% $201.37M 0.0% ▼ Trim 3 SEC ↗
39 UBS Group AG 511.15K -2.3% $201.37M 0.0% ▼ Trim 3 SEC ↗
40 UBS Group AG 511.15K -2.3% $201.37M 0.0% ▼ Trim 3 SEC ↗
41 Raymond James Financial Inc 433.93K +0.2% $170.95M 0.0% ▲ Add 3 SEC ↗
42 Raymond James Financial Inc 433.93K +0.2% $170.95M 0.0% ▲ Add 3 SEC ↗
43 Raymond James Financial Inc 433.93K +0.2% $170.95M 0.0% ▲ Add 3 SEC ↗
44 Raymond James Financial Inc 433.93K +0.2% $170.95M 0.0% ▲ Add 3 SEC ↗
45 Commonwealth Equity Services, Llc 425.32K -1.7% $167.56M 0.2% ▼ Trim 3 SEC ↗
46 Northern Trust Corp 412.94K -4.1% $162.68M 0.0% ▼ Trim 3 SEC ↗
47 Northern Trust Corp 412.94K -4.1% $162.68M 0.0% ▼ Trim 3 SEC ↗
48 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
49 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
50 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
51 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
52 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
53 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
54 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
55 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
56 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
57 JPMorgan Chase 397.15K +2.9% $154.99M 0.0% ▲ Add 4 SEC ↗
58 Citigroup Inc 374.91K -9.7% $147.70M 0.1% ▼ Trim 3 SEC ↗
59 Alliancebernstein L.P. 446.58K +108.1% $140.14M 0.0% ▲ Add 3 SEC ↗
60 Bnp Paribas Financial Markets 340.11K -0.9% $133.99M 0.1% ▼ Trim 3 SEC ↗
61 Royal Bank Of Canada 328.94K -12.2% $129.59M 0.0% ▼ Trim 3 SEC ↗
62 Royal Bank Of Canada 328.94K -12.2% $129.59M 0.0% ▼ Trim 3 SEC ↗
63 Royal Bank Of Canada 328.94K -12.2% $129.59M 0.0% ▼ Trim 3 SEC ↗
64 Royal Bank Of Canada 328.94K -12.2% $129.59M 0.0% ▼ Trim 3 SEC ↗
65 Royal Bank Of Canada 328.94K -12.2% $129.59M 0.0% ▼ Trim 3 SEC ↗
66 Royal Bank Of Canada 328.94K -12.2% $129.59M 0.0% ▼ Trim 3 SEC ↗
67 Cetera Investment Advisers 232.73K +1.1% $91.69M 0.1% ▲ Add 3 SEC ↗
68 Financial Engines Advisors L.L.C. 223.22K -6.2% $87.94M 0.2% ▼ Trim 3 SEC ↗
69 Corient Private Wealth LP 219.08K -9.7% $86.31M 0.1% ▼ Trim 3 SEC ↗
70 Bank of New York Mellon Corp 197.09K -4.7% $77.65M 0.0% ▼ Trim 3 SEC ↗
71 Bank of New York Mellon Corp 197.09K -4.7% $77.65M 0.0% ▼ Trim 3 SEC ↗
72 Bank of New York Mellon Corp 197.09K -4.7% $77.65M 0.0% ▼ Trim 3 SEC ↗
73 Bank of New York Mellon Corp 197.09K -4.7% $77.65M 0.0% ▼ Trim 3 SEC ↗
74 Bank of New York Mellon Corp 197.09K -4.7% $77.65M 0.0% ▼ Trim 3 SEC ↗
75 Bank of New York Mellon Corp 197.09K -4.7% $77.65M 0.0% ▼ Trim 3 SEC ↗
76 Creative Planning 170.88K -2.6% $67.32M 0.0% ▼ Trim 3 SEC ↗
77 Creative Planning 170.88K -2.6% $67.32M 0.0% ▼ Trim 3 SEC ↗
78 Us Bancorp \De\ 161.30K -1.0% $63.55M 0.1% ▼ Trim 3 SEC ↗
79 Us Bancorp \De\ 161.30K -1.0% $63.55M 0.1% ▼ Trim 3 SEC ↗
80 Us Bancorp \De\ 161.30K -1.0% $63.55M 0.1% ▼ Trim 3 SEC ↗
81 Northwestern Mutual Wealth… 161.03K +6.3% $63.44M 0.0% ▲ Add 3 SEC ↗
82 Ameriprise Financial Inc 159.50K -0.6% $63.33M 0.0% ▼ Trim 3 SEC ↗
83 Ameriprise Financial Inc 159.50K -0.6% $63.33M 0.0% ▼ Trim 3 SEC ↗
84 Ameriprise Financial Inc 159.50K -0.6% $63.33M 0.0% ▼ Trim 3 SEC ↗
85 Ameriprise Financial Inc 159.50K -0.6% $63.33M 0.0% ▼ Trim 3 SEC ↗
86 Sei Investments Co 159.55K -3.9% $62.86M 0.1% ▼ Trim 3 SEC ↗
87 Jones Financial Companies Lllp 157.20K +4.9% $61.05M 0.0% ▲ Add 3 SEC ↗
88 Jones Financial Companies Lllp 157.20K +4.9% $61.05M 0.0% ▲ Add 3 SEC ↗
89 Brown Advisory Inc 135.93K -21.9% $53.55M 0.1% ▼ Trim 3 SEC ↗
90 Brown Advisory Inc 135.93K -21.9% $53.55M 0.1% ▼ Trim 3 SEC ↗
91 Brown Advisory Inc 135.93K -21.9% $53.55M 0.1% ▼ Trim 3 SEC ↗
92 Rockefeller Capital Management L.P. 133.78K -1.9% $52.70M 0.1% ▼ Trim 3 SEC ↗
93 Rockefeller Capital Management L.P. 133.78K -1.9% $52.70M 0.1% ▼ Trim 3 SEC ↗
94 Rockefeller Capital Management L.P. 133.78K -1.9% $52.70M 0.1% ▼ Trim 3 SEC ↗
95 Rockefeller Capital Management L.P. 133.78K -1.9% $52.70M 0.1% ▼ Trim 3 SEC ↗
96 Fifth Third Bancorp 122.84K -2.0% $48.40M 0.1% ▼ Trim 3 SEC ↗
97 Wealth Enhancement Advisory… 121.97K -10.6% $46.92M 0.1% ▼ Trim 3 SEC ↗
98 Clearbridge Investments, LLC 116.67K +587.6% $45.96M 0.0% ▲ Add 3 SEC ↗
99 Truist Financial Corp 112.73K -6.0% $44.41M 0.1% ▼ Trim 3 SEC ↗
100 Truist Financial Corp 112.73K -6.0% $44.41M 0.1% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

D. E. Shaw & Co. $18.05M was 0.0%
Susquehanna International… $10.27M was 0.0%
Squarepoint Ops LLC $578,038 was 0.0%
First Manhattan Co. Llc. $277,094 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: Q2 2026 · Methodology · Get this via the API