ETF Holders

Who owns IWO?

Small or mid cap

iShares Russell 2000 Growth ETF · iShares

1,105 institutions reported holding IWO, worth $11.9B, in Form 13F filings for June 30, 2026.

13F holders
1,105
Institutional value
$11.9B
Change from prior quarter
+24.7%
+$2.4B, with price moves
New and sold-out firms
144 / 39
267 added, 348 trimmed

Top 10 institutional holders of IWO

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$1.4B3,483,298+11,293 shares
Morgan StanleyNew York, NY$917.3M2,328,293−425,049 shares
Barings LLCCharlotte, NC$622.4M1,579,950−28,800 shares
Envestnet Asset Management Inc.Berwyn, PA$425.6M1,080,233−16,758 shares
Goldman Sachs Group Inc.New York, NY$380.5M965,896+7,990 shares
Cassaday & Co Wealth Management LLCMclean, VA$373.1M947,047+11,572 shares
Wells Fargo & CompanySan Francisco, CA$277.7M704,958−25,366 shares
LPL Financial LLCFort Mill, SC$235.8M598,485+21,618 shares
PNC Financial Services Group, Inc.Pittsburgh, PA$233.5M592,625−23,915 shares
D.A. Davidson & Co.Great Falls, MT$216.8M550,307+5,612 shares
1,095 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

Similar ETFs

IWS
iShares Russell Mid-Cap Value ETF
1,042 holders, $12.0B
VOT
Vanguard Morningstar Mid-Cap Growth ETF
1,099 holders, $12.0B
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
1,051 holders, $12.6B
DFAS
Dimensional U.S. Small Cap ETF
912 holders, $12.7B
VTWO
Vanguard Russell 2000 ETF
740 holders, $13.3B
IWN
iShares Russell 2000 Value ETF
1,075 holders, $10.4B
SCHM
Schwab U.S. Mid-Cap ETF
1,068 holders, $10.2B
VOE
Vanguard Morningstar Mid-Cap Value ETF
1,240 holders, $14.5B

Compare what they hold: IWO vs IWS, IWO vs VOT, IWO vs SPSM, IWO vs DFAS.

Frequently asked questions

Who owns IWO?

1,105 institutional managers reported holding IWO in Form 13F filings for June 30, 2026, worth $11.9B in total. The largest reported position was held by Bank of America Corp., at $1.4B.

Did institutions buy or sell IWO last quarter?

Reported 13F value rose 24.7% from March 31, 2026, which includes price moves as well as buying and selling. 144 firms reported a new position and 39 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IWO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.