DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
IWO

ISHARES RUSSELL 2000 GROWTH

1,092 institutions still hold ISHARES RUSSELL 2000 GROWTH as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287648·Exchange Traded Fund·1,092 13F holders·last filed Mar 31, 2026
Market cap
9.5%
vs prior quarter
13F value held
$5.6B
73.0% inst. owned
of float
Holders
1,092
-34 QoQ
filers reporting
Activity
+67 / −28
+885 added · −932 reduced
this quarter
Concentration
19.63%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,092 institutions reported IWO in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 19.6% of the visible book. -34 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.1B3.5M0.08%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$864M2.8M0.05%Q1 2026
03
BARINGS LLC
CIK 0000009015
$484M1.6M7.82%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$344M1.1M0.09%Q1 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$301M958K0.03%Q1 2026
06
Cassaday & Co Wealth Management LLC
CIK 0001963612
$294M935K6.25%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$229M730K0.04%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$181M577K0.05%Q1 2026
09
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$181M576K0.69%Q1 2026
10
D.A. DAVIDSON & CO.
CIK 0001080107
$171M545K1.04%Q1 2026
11
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$170M526K0.10%Q4 2025
12
UBS Group AG
CIK 0001610520
$164M523K0.02%Q1 2026
13
Cohen Klingenstein LLC
CIK 0001453620
$155M493K5.00%Q1 2026
14
TIAA Wealth Investment Management LLC
CIK 0002124867
$140M467K1.07%Q1 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$136M433K0.04%Q1 2026
16
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$136M432K0.19%Q1 2026
17
NORTHERN TRUST CORP
CIK 0000073124· Index
$135M430K0.02%Q1 2026
18
CITIGROUP INC
CIK 0000831001
$130M415K0.06%Q1 2026
19
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
CIK 0001535845
$129M411K0.21%Q1 2026
20
ROYAL BANK OF CANADA
CIK 0001000275
$118M375K0.02%Q1 2026
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