Vault-13

ISHARES TR IWO

RUS 2000 GRW ETF · ETP · CUSIP 464287648

964 institutional holders +1 vs Q1 2025
31,001,73631.0m shares reported held*
$8.9bnreported value*
72 new 240 added 371 reduced 68 sold out net sold ≈ $56.9m (-196.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $286.00. Options: 3 managers hold calls ($13.0m notional), 5 hold puts ($7.6m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 791Q4 22: 837Q1 23: 814Q2 23: 831Q3 23: 839Q4 23: 927Q1 24: 934Q2 24: 905Q3 24: 967Q4 24: 1,053Q1 25: 963Q2 25: 964964Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022791
Q4 2022837
Q1 2023814
Q2 2023831
Q3 2023839
Q4 2023927
Q1 2024934
Q2 2024905
Q3 2024967
Q4 20241,053
Q1 2025963
Q2 2025964

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ3 23: 312 bought or addedQ3 23: 284 cut or sold outQ4 23: 392 bought or addedQ4 23: 307 cut or sold outQ4 23Q1 24: 345 bought or addedQ1 24: 393 cut or sold outQ2 24: 306 bought or addedQ2 24: 383 cut or sold outQ2 24Q3 24: 380 bought or addedQ3 24: 341 cut or sold outQ4 24: 421 bought or addedQ4 24: 323 cut or sold outQ4 24Q1 25: 286 bought or addedQ1 25: 505 cut or sold outQ2 25: 312 bought or addedQ2 25: 439 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023312284
Q4 2023392307
Q1 2024345393
Q2 2024306383
Q3 2024380341
Q4 2024421323
Q1 2025286505
Q2 2025312439

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 24 calls: $49.9mQ3 24 puts: $49.9mQ3 24P/C 1.00Q4 24 calls: $49.3mQ4 24 puts: $17.4mQ4 24P/C 0.35Q1 25 calls: $10.3mQ1 25 puts: $8.5mQ1 25P/C 0.82Q2 25 calls: $13.0mQ2 25 puts: $7.6mQ2 25P/C 0.59
Numbers
QuarterCallsPutsP/C
Q3 2024$49.9m$49.9m1.00
Q4 2024$49.3m$17.4m0.35
Q1 2025$10.3m$8.5m0.82
Q2 2025$13.0m$7.6m0.59

Biggest buyers

STATE STREET CORP New +296,866+296.9k
ROYAL BANK OF CANADA Added +293,162+293.2k
MANUFACTURERS LIFE INSURANCE COMPANY, THE New +217,719+217.7k
Yarbrough Capital, LLC New +96,015+96.0k
Rockefeller Capital Management L.P. Added +93,961+94.0k
TWO SIGMA INVESTMENTS, LP Added +86,200+86.2k
TimesSquare Capital Management, LLC New +85,000+85.0k
BANK OF AMERICA CORP /DE/ Added +84,573+84.6k
WELLINGTON MANAGEMENT GROUP LLP Added +68,318+68.3k
BROWN ADVISORY INC Added +62,216+62.2k

Biggest sellers

Corient Private Wealth LP Reduced -165,176-165.2k
FMR LLC Reduced -145,872-145.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -144,358-144.4k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -127,792-127.8k
US BANCORP \DE\ Reduced -116,267-116.3k
RAYMOND JAMES FINANCIAL INC Reduced -113,216-113.2k
Fiera Capital Corp Reduced -95,048-95.0k
STEPHENS INC /AR/ Reduced -70,154-70.2k
CITADEL ADVISORS LLC Reduced -54,056-54.1k
UBS Group AG Reduced -49,939-49.9k

Biggest calls

JANE STREET GROUP, LLC Added $7.1m25.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.6m16.0k shares
CITADEL ADVISORS LLC Added $1.3m4.6k shares

Biggest puts

Twin Tree Management, LP Reduced $4.4m15.3k shares
CITADEL ADVISORS LLC Reduced $1.9m6.5k shares
JANE STREET GROUP, LLC Added $686.1k2.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $571.7k2.0k shares
Cresset Asset Management, LLC New $142.9k500 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.09% of their portfolio CHARLOTTE, NC 3,933,6483.9m $1.1bn $1.1bn 0.09% Added +84.6k +84,573
2 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,651,1882.7m $757.9m $757.9m 0.05% Added +31.7k +31,742
3 BARINGS LLC 11.12% of their portfolio CHARLOTTE, NC 1,670,9501.7m $476.2m $476.2m 11.12% Added +47.1k +47,100
4 TIAA TRUST, NATIONAL ASSOCIATION 1.02% of their portfolio CHARLOTTE, NC 1,375,6771.4m $392.6m $392.6m 1.02% Reduced -127.8k -127,792
5 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 1,052,7621.1m $300.9m $300.9m 0.09% Reduced -28.3k -28,330
6 Cassaday & Co Wealth Management LLC 6.45% of their portfolio MCLEAN, VA 901,004901.0k $257.6m $257.6m 6.45% Added +12.8k +12,754
7 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 747,241747.2k $213.6m $213.6m 0.05% Reduced -28.7k -28,724
8 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 670,788670.8k $191.8m $191.8m 0.02% Added +293.2k +293,162
9 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 607,024607.0k $173.5m $173.5m 0.11% Reduced -40.5k -40,539
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 562,887562.9k $160.9m $160.9m 0.01% Reduced -4.4k -4,381
11 FMR LLC 0.01% of their portfolio BOSTON, MA 544,931544.9k $155.8m $155.8m 0.01% Reduced -145.9k -145,872
12 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 543,999544.0k $155.5m $155.5m 0.03% Reduced -2.0k -2,021
13 Cohen Klingenstein LLC 5.08% of their portfolio NEW YORK, NY 532,388532.4k $152.2m $152.2m 5.08% Reduced -12.2k -12,219
14 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 525,482525.5k $150.2m $150.2m 0.05% Added +4.7k +4,677
15 D.A. DAVIDSON & CO. 1.03% of their portfolio GREAT FALLS, MT 512,122512.1k $146.4m $146.4m 1.03% Added +17.6k +17,568
16 UBS Group AG 0.03% of their portfolio ZURICH, V8 493,986494.0k $141.2m $141.2m 0.03% Reduced -49.9k -49,939
17 COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio WALTHAM, MA 487,785487.8k $139.4m $139.4m 0.18% Reduced -25.0k -25,035
18 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 433,867433.9k $124.0m $124.0m 0.02% Reduced -15.8k -15,816
19 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 368,870368.9k $105.4m $105.4m 0.04% Reduced -113.2k -113,216
20 M&T Bank Corp 0.36% of their portfolio BUFFALO, NY 366,505366.5k $104.8m $104.8m 0.36% Reduced -26.1k -26,056
21 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 296,866296.9k $84.9m $84.9m 0.00% New
22 Financial Engines Advisors L.L.C. 0.16% of their portfolio SANTA CLARA, CA 286,203286.2k $81.8m $81.8m 0.16% Added +13.5k +13,468
23 Cetera Investment Advisers 0.13% of their portfolio SCHAUMBURG, IL 259,602259.6k $74.2m $74.2m 0.13% Reduced -15.3k -15,325
24 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 252,181252.2k $72.1m $72.1m 0.02% Reduced -5.5k -5,463
25 BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio PARIS, I0 245,447245.4k $70.2m $70.2m 0.05% Reduced -3.8k -3,797
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 243,253243.3k $69.5m $69.5m 0.01% Reduced -23.5k -23,496
27 COMMERCE BANK 0.40% of their portfolio KANSAS CITY, MO 239,083239.1k $68.3m $68.3m 0.40% Added +7.0k +7,019
28 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 232,004232.0k $66.3m $66.3m 0.09% Reduced -165.2k -165,176
29 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 217,719217.7k $62.2m $62.2m 0.06% New
30 Badgley Phelps Wealth Managers, LLC 1.36% of their portfolio SEATTLE, WA 214,442214.4k $61.3m $61.3m 1.36% Added +5.7k +5,671
31 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 194,950194.9k $59.3m $59.3m 0.07% Added +94.0k +93,961
32 AE Wealth Management LLC 0.40% of their portfolio TOPEKA, KS 189,933189.9k $54.3m $54.3m 0.40% Added +9.8k +9,750
33 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 186,641186.6k $53.4m $53.4m 0.01% Added +68.3k +68,318
34 SEI INVESTMENTS CO 0.06% of their portfolio OAKS, PA 182,224182.2k $52.1m $52.1m 0.06% Added +14.6k +14,563
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 181,980182.0k $53.1m $53.1m 0.09% Added +1.2k +1,171
36 BROWN ADVISORY INC 0.07% of their portfolio BALTIMORE, MD 179,698179.7k $51.4m $51.4m 0.07% Added +62.2k +62,216
37 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 176,494176.5k $50.5m $50.5m 0.04% Reduced -2.2k -2,238
38 US BANCORP \DE\ 0.06% of their portfolio MINNEAPOLIS, MN 162,637162.6k $46.5m $46.5m 0.06% Reduced -116.3k -116,267
39 KEYBANK NATIONAL ASSOCIATION/OH 0.16% of their portfolio BROOKLYN, OH 152,868152.9k $43.7m $43.7m 0.16% Reduced -1.3k -1,337
40 Cresset Asset Management, LLC 0.19% of their portfolio Chicago, IL 135,873135.9k $38.8m $38.8m 0.19% Reduced -49.5k -49,507
41 Pathstone Holdings, LLC 0.15% of their portfolio ENGLEWOOD, NJ 133,735133.7k $38.2m $38.2m 0.15% Reduced -12.7k -12,748
42 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 130,999131.0k $37.4m $37.4m 0.05% Reduced -3.7k -3,677
43 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 129,750129.8k $37.0m $37.0m 0.01% Added +5.9k +5,878
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 128,158128.2k $36.6m $36.6m 0.03% Reduced -2.6k -2,565
45 CHOREO, LLC 0.46% of their portfolio ROCKFORD, IL 114,836114.8k $32.8m $32.8m 0.46% Added +3.0k +3,013
46 Orion Porfolio Solutions, LLC 0.27% of their portfolio OMAHA, NE 112,321112.3k $32.1m $32.1m 0.27% Added +12 +12
47 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.17% of their portfolio Cincinnati, OH 105,284105.3k $30.1m $30.1m 0.17% Unchanged
48 MAI Capital Management 0.20% of their portfolio INDEPENDENCE, OH 101,692101.7k $29.1m $29.1m 0.20% Added +404 +404
49 Yarbrough Capital, LLC 0.98% of their portfolio FRANKLIN, TN 96,01596.0k $27.4m $27.4m 0.98% New
50 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 93,44993.4k $26.6m $26.6m 0.02% Added +16.7k +16,720
51 TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio NEW YORK, NY 91,40091.4k $26.1m $26.1m 0.05% Added +86.2k +86,200
52 WoodTrust Financial Corp 3.30% of their portfolio WISCONSIN RAPIDS, WI 90,72590.7k $25.9m $25.9m 3.30% Added +300 +300
53 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.17% of their portfolio NEW YORK, NY 89,39789.4k $25.6m $25.6m 0.17% Reduced -3.1k -3,071
54 TimesSquare Capital Management, LLC 0.35% of their portfolio NEW YORK, NY 85,00085.0k $24.3m $24.3m 0.35% New
55 COMERICA BANK 0.09% of their portfolio DALLAS, TX 82,42082.4k $23.6m $23.6m 0.09% Added +1.5k +1,460
56 Pacific Life Fund Advisors LLC 2.50% of their portfolio NEWPORT BEACH, CA 81,64781.6k $23.3m $23.3m 2.50% Reduced -16.5k -16,460
57 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio TORONTO, A6 81,00081.0k $23.2m $23.2m 0.05% Unchanged
58 MONETA GROUP INVESTMENT ADVISORS LLC 0.27% of their portfolio ST LOUIS, MO 80,66980.7k $23.1m $23.1m 0.27% Reduced -4.0k -3,968
59 HANTZ FINANCIAL SERVICES, INC. 0.37% of their portfolio SOUTHFIELD, MI 79,37779.4k $22.7m $22.7m 0.37% Reduced -344 -344
60 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 76,66276.7k $21.9m $21.9m 0.05% Added +16.1k +16,078
61 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 75,65875.7k $21.6m $21.6m 0.01% Reduced -1.8k -1,804
62 VAUGHAN & Co SECURITIES, INC. 11.86% of their portfolio Ridgewood, NJ 72,33872.3k $20.7m $20.7m 11.86% Added +2.7k +2,667
63 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 69,79269.8k $20.0m $20.0m 0.02% Reduced -1.1k -1,129
64 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 69,73569.7k $19.9m $19.9m 0.06% Reduced -1.0k -1,046
65 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 69,15769.2k $19.8m $19.8m 0.02% Reduced -7.9k -7,926
66 Waldron Private Wealth LLC 0.85% of their portfolio BRIDGEVILLE, PA 68,35168.4k $19.5m $19.5m 0.85% Reduced -2.0k -2,032
67 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 68,29268.3k $19.5m $19.5m 0.04% Reduced -33 -33
68 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 64,70364.7k $18.5m $18.5m 0.03% Added +7.4k +7,351
69 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 64,43064.4k $18.4m $18.4m 0.03% Reduced -481 -481
70 Mariner, LLC 0.03% of their portfolio Overland Park, KS 62,75262.8k $17.9m $17.9m 0.03% Reduced -1.5k -1,507
71 Powell Investment Advisors, LLC 6.63% of their portfolio MIAMI, FL 61,86061.9k $17.7m $17.7m 6.63% Added +11.3k +11,310
72 DROMS STRAUSS ADVISORS INC /MO/ /ADV 5.42% of their portfolio ST. LOUIS, MO 61,78261.8k $17.7m $17.7m 5.42% Added +2.2k +2,206
73 AMG National Trust Bank 0.42% of their portfolio GREENWOOD VILLAGE, CO 56,32756.3k $16.1m $16.1m 0.42% Reduced -4.6k -4,641
74 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 55,55455.6k $15.9m $15.9m 0.08% Reduced -283 -283
75 Avantax Planning Partners, Inc. 0.50% of their portfolio DUBUQUE, IA 55,29155.3k $15.8m $15.8m 0.50% Added +22.4k +22,404
76 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 54,10454.1k $15.5m $15.5m 0.01% Added +5.1k +5,095
77 Confluence Wealth Services, Inc. 0.83% of their portfolio MCMURRAY, PA 53,52753.5k $15.3m $15.3m 0.83% Added +3.4k +3,439
78 First Horizon Advisors, Inc. 0.37% of their portfolio MEMPHIS, TN 50,20450.2k $14.4m $14.4m 0.37% Reduced -1.6k -1,556
79 FIFTH THIRD BANCORP 0.05% of their portfolio CINCINNATI, OH 49,97050.0k $14.3m $14.3m 0.05% Reduced -1.2k -1,247
80 Flaharty Asset Management, LLC 1.89% of their portfolio CLEARWATER, FL 48,31348.3k $13.8m $13.8m 1.89% Added +2.7k +2,670
81 Wealthspire Advisors, LLC 0.08% of their portfolio NEW YORK, NY 48,04048.0k $13.7m $13.7m 0.08% Reduced -1.2k -1,199
82 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio CHICAGO, IL 46,48146.5k $13.3m $13.3m 0.04% Reduced -2.9k -2,914
83 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 46,36446.4k $13.3m $13.3m 0.02% Added +1.8k +1,822
84 COURIER CAPITAL LLC 0.80% of their portfolio BUFFALO, NY 46,09246.1k $13.2m $13.2m 0.80% Added +754 +754
85 RTD Financial Advisors, Inc. 1.64% of their portfolio Philadelphia, PA 44,92044.9k $12.8m $12.8m 1.64% Reduced -188 -188
86 LMG Wealth Partners, LLC 2.62% of their portfolio SHREVEPORT, LA 44,67244.7k $12.8m $12.8m 2.62% Reduced -139 -139
87 Jain Global LLC 0.20% of their portfolio NEW YORK, NY 44,45344.5k $12.7m $12.7m 0.20% New
88 BlackRock, Inc. 0.00% of their portfolio New York, NY 44,17644.2k $12.6m $12.6m 0.00% Added +4.2k +4,158
89 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 44,07944.1k $12.6m $12.6m 0.10% Added +8.9k +8,914
90 Shepherd Financial Partners LLC 1.33% of their portfolio WINCHESTER, MA 43,88943.9k $12.5m $12.5m 1.33% Reduced -4.2k -4,233
91 TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio STAMFORD, CT 41,35041.4k $11.8m $11.8m 0.09% Added +28.4k +28,395
92 NorthCoast Asset Management LLC 0.05% of their portfolio STAMFORD, CT 38,95139.0k $11.1m $11.1m 0.05% Added +977 +977
93 Hillcrest Wealth Advisors - NY, LLC 5.23% of their portfolio HAZLET, NJ 38,89038.9k $11.1m $11.1m 5.23% Reduced -1.2k -1,215
94 TOBIAS FINANCIAL ADVISORS, INC. 1.90% of their portfolio Plantation, FL 38,85338.9k $11.1m $11.1m 1.90% Added +1.2k +1,169
95 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 38,58338.6k $11.0m $11.0m 0.03% Added +438 +438
96 WHITTIER TRUST CO OF NEVADA INC 0.25% of their portfolio RENO, NV 38,48738.5k $11.0m $11.0m 0.25% Added +245 +245
97 SYNOVUS FINANCIAL CORP 0.13% of their portfolio Columbus, GA 38,38538.4k $11.0m $11.0m 0.13% Reduced -1.3k -1,331
98 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 38,37638.4k $11.0m $11.0m 0.00% Added +5.2k +5,171
99 Waverly Advisors, LLC 0.12% of their portfolio BIRMINGHAM, AL 37,94437.9k $10.8m $10.8m 0.12% Reduced -3.7k -3,655
100 FULLER & THALER ASSET MANAGEMENT, INC. 0.04% of their portfolio SAN MATEO, CA 37,47037.5k $10.7m $10.7m 0.04% Reduced -44.9k -44,907