Vault-13

ISHARES TR IWO

RUS 2000 GRW ETF · ETP · CUSIP 464287648

1,032 institutional holders -34 vs Q4 2025
30,028,66530.0m shares reported held*
$9.4bnreported value*
56 new 270 added 344 reduced 79 sold out net sold ≈ $792.4m (-2.5m 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 ($150.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $313.22. Options: 5 managers hold calls ($15.3m notional), 4 hold puts ($24.6m).

Trends to Q1 2026

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: 964Q3 25: 996Q4 25: 1,066Q1 26: 1,0321,032Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025996
Q4 20251,066
Q1 20261,032

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 24: 306 bought or addedQ2 24: 383 cut or sold outQ3 24: 380 bought or addedQ3 24: 341 cut or sold outQ3 24Q4 24: 421 bought or addedQ4 24: 323 cut or sold outQ1 25: 286 bought or addedQ1 25: 505 cut or sold outQ1 25Q2 25: 312 bought or addedQ2 25: 439 cut or sold outQ3 25: 364 bought or addedQ3 25: 360 cut or sold outQ3 25Q4 25: 406 bought or addedQ4 25: 344 cut or sold outQ1 26: 326 bought or addedQ1 26: 423 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024306383
Q3 2024380341
Q4 2024421323
Q1 2025286505
Q2 2025312439
Q3 2025364360
Q4 2025406344
Q1 2026326423

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ2 25 calls: $13.0mQ2 25 puts: $7.6mQ2 25P/C 0.59Q3 25 calls: $17.0mQ3 25 puts: $8.2mQ3 25P/C 0.48Q4 25 calls: $11.9mQ4 25 puts: $5.8mQ4 25P/C 0.49Q1 26 calls: $15.3mQ1 26 puts: $24.6mQ1 26P/C 1.61
Numbers
QuarterCallsPutsP/C
Q2 2025$13.0m$7.6m0.59
Q3 2025$17.0m$8.2m0.48
Q4 2025$11.9m$5.8m0.49
Q1 2026$15.3m$24.6m1.61

Biggest buyers

CITIGROUP INC Added +192,685+192.7k
MORGAN STANLEY Added +133,971+134.0k
FIFTH THIRD BANCORP Added +76,065+76.1k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Added +69,000+69.0k
Mirae Asset Global Investments Co., Ltd. New +61,400+61.4k
Pacific Life Fund Advisors LLC Added +59,883+59.9k
GTS SECURITIES LLC Added +57,595+57.6k
AdvisorShares Investments LLC New +52,096+52.1k
FMR LLC Added +52,080+52.1k
RAYMOND JAMES FINANCIAL INC Added +43,667+43.7k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -1,324,300-1.3m
BANK OF AMERICA CORP /DE/ Reduced -679,223-679.2k
Corient Private Wealth LP Reduced -278,467-278.5k
AE Wealth Management LLC Reduced -252,267-252.3k
JPMORGAN CHASE & CO Reduced -105,568-105.6k
FULLER & THALER ASSET MANAGEMENT, INC. Reduced -96,330-96.3k
BARCLAYS PLC Reduced -74,624-74.6k
Yarbrough Capital, LLC Reduced -68,571-68.6k
CONGRESS ASSET MANAGEMENT CO Reduced -67,073-67.1k
Fiera Capital Corp Reduced -54,555-54.6k

Biggest calls

JANE STREET GROUP, LLC Added $6.6m21.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.2m13.5k shares
CITADEL ADVISORS LLC Added $3.0m9.7k shares
Bronte Capital Management Pty Ltd. New $1.4m4.4k shares
Cerity Partners LLC New $62.8k200 shares

Biggest puts

HBK INVESTMENTS L P New $15.7m50.0k shares
JANE STREET GROUP, LLC Added $7.1m22.7k shares
CITADEL ADVISORS LLC Reduced $1.5m4.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $345.2k1.1k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 3,472,0053.5m $1.1bn $1.1bn 0.08% Reduced -679.2k -679,223
2 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,753,3422.8m $864.0m $864.0m 0.05% Added +134.0k +133,971
3 BARINGS LLC 7.82% of their portfolio CHARLOTTE, NC 1,608,7501.6m $484.3m $484.3m 7.82% Reduced -49.0k -49,000
4 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 1,096,9911.1m $344.2m $344.2m 0.09% Reduced -24.7k -24,701
5 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 957,906957.9k $300.6m $300.6m 0.04% Reduced -8.1k -8,116
6 Cassaday & Co Wealth Management LLC 6.25% of their portfolio MCLEAN, VA 935,475935.5k $293.6m $293.6m 6.25% Added +13.8k +13,806
7 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 730,324730.3k $229.2m $229.2m 0.05% Reduced -46.8k -46,750
8 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 616,540616.5k $193.5m $193.5m 0.11% Added +3.4k +3,350
9 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 576,867576.9k $181.0m $181.0m 0.05% Added +4.2k +4,173
10 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.69% of their portfolio CHARLOTTE, NC 575,822575.8k $180.7m $180.7m 0.69% First filing
11 D.A. DAVIDSON & CO. 1.04% of their portfolio GREAT FALLS, MT 544,695544.7k $170.9m $170.9m 1.04% Added +12.2k +12,173
12 UBS Group AG 0.03% of their portfolio ZURICH, V8 523,116523.1k $164.2m $164.2m 0.03% Added +1.1k +1,084
13 Cohen Klingenstein LLC 5.00% of their portfolio NEW YORK, NY 492,683492.7k $154.6m $154.6m 5.00% Reduced -24.1k -24,105
14 TIAA Wealth Investment Management LLC 1.07% of their portfolio New York, NY 466,740466.7k $140.5m $140.5m 1.07% First filing
15 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 433,239433.2k $135.9m $135.9m 0.04% Added +43.7k +43,667
16 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 432,478432.5k $135.7m $135.7m 0.19% Reduced -16.9k -16,903
17 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 430,460430.5k $135.1m $135.1m 0.02% Reduced -21.0k -21,010
18 CITIGROUP INC 0.08% of their portfolio NEW YORK, NY 415,194415.2k $130.3m $130.3m 0.08% Added +192.7k +192,685
19 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.21% of their portfolio TORONTO, A6 410,500410.5k $128.8m $128.8m 0.21% Added +69.0k +69,000
20 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 386,157386.2k $116.2m $116.2m 0.01% Reduced -105.6k -105,568
21 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 374,869374.9k $117.6m $117.6m 0.02% Reduced -4.7k -4,678
22 FMR LLC 0.01% of their portfolio BOSTON, MA 357,770357.8k $112.3m $112.3m 0.01% Added +52.1k +52,080
23 M&T Bank Corp 0.37% of their portfolio BUFFALO, NY 348,576348.6k $109.4m $109.4m 0.37% Reduced -5.7k -5,741
24 BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio PARIS, I0 343,304343.3k $107.7m $107.7m 0.07% Added +4.0k +3,960
25 COMMERCE BANK 0.40% of their portfolio KANSAS CITY, MO 265,635265.6k $83.4m $83.4m 0.40% Added +7.3k +7,305
26 Corient Private Wealth LP 0.11% of their portfolio MIAMI, FL 242,597242.6k $76.1m $76.1m 0.11% Reduced -278.5k -278,467
27 Financial Engines Advisors L.L.C. 0.15% of their portfolio SANTA CLARA, CA 238,068238.1k $74.7m $74.7m 0.15% Reduced -16.1k -16,125
28 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 230,267230.3k $72.3m $72.3m 0.08% Reduced -12.1k -12,130
29 Badgley Phelps Wealth Managers, LLC 1.40% of their portfolio SEATTLE, WA 224,148224.1k $70.3m $70.3m 1.40% Added +1.1k +1,127
30 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 214,635214.6k $69.3m $69.3m 0.02% Reduced -2.9k -2,867
31 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 206,852206.9k $64.9m $64.9m 0.01% Reduced -11.8k -11,791
32 Pacific Life Fund Advisors LLC 7.29% of their portfolio NEWPORT BEACH, CA 202,351202.4k $63.5m $63.5m 7.29% Added +59.9k +59,883
33 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 175,424175.4k $55.0m $55.0m 0.04% Reduced -8.6k -8,613
34 BROWN ADVISORY INC 0.09% of their portfolio BALTIMORE, MD 174,091174.1k $54.6m $54.6m 0.09% Reduced -43.5k -43,517
35 SEI INVESTMENTS CO 0.05% of their portfolio OAKS, PA 166,044166.0k $52.1m $52.1m 0.05% Reduced -4.6k -4,592
36 US BANCORP \DE\ 0.06% of their portfolio MINNEAPOLIS, MN 162,958163.0k $51.1m $51.1m 0.06% Added +3.0k +3,015
37 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 160,455160.5k $50.2m $50.2m 0.01% Added +8.0k +7,967
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 151,451151.5k $47.5m $47.5m 0.03% Added +24.3k +24,268
39 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 149,885149.9k $46.1m $46.1m 0.02% Added +35.5k +35,493
40 KEYBANK NATIONAL ASSOCIATION/OH 0.17% of their portfolio BROOKLYN, OH 145,834145.8k $45.8m $45.8m 0.17% Reduced -281 -281
41 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 136,422136.4k $42.8m $42.8m 0.08% Added +717 +717
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 136,407136.4k $43.4m $43.4m 0.10% Reduced -43.2k -43,161
43 Cresset Asset Management, LLC 0.18% of their portfolio Chicago, IL 132,548132.5k $41.6m $41.6m 0.18% Reduced -6.8k -6,782
44 FIFTH THIRD BANCORP 0.07% of their portfolio CINCINNATI, OH 125,396125.4k $39.4m $39.4m 0.07% Added +76.1k +76,065
45 Pathstone Holdings, LLC 0.15% of their portfolio ENGLEWOOD, NJ 121,528121.5k $38.1m $38.1m 0.15% Reduced -17.4k -17,444
46 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 119,987120.0k $37.7m $37.7m 0.05% Reduced -3.2k -3,213
47 CHOREO, LLC 0.44% of their portfolio ROCKFORD, IL 113,231113.2k $35.5m $35.5m 0.44% Reduced -205 -205
48 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 108,191108.2k $34.0m $34.0m 0.04% Reduced -2.2k -2,232
49 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.19% of their portfolio Cincinnati, OH 106,920106.9k $33.6m $33.6m 0.19% Unchanged
50 MAI Capital Management 0.18% of their portfolio INDEPENDENCE, OH 103,350103.3k $32.4m $32.4m 0.18% Added +5 +5
51 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 94,21994.2k $29.6m $29.6m 0.04% Reduced -48.6k -48,578
52 HANTZ FINANCIAL SERVICES, INC. 0.44% of their portfolio SOUTHFIELD, MI 91,83891.8k $28.8m $28.8m 0.44% Added +7.8k +7,794
53 FULLER & THALER ASSET MANAGEMENT, INC. 0.09% of their portfolio SAN MATEO, CA 88,84688.8k $27.9m $27.9m 0.09% Reduced -96.3k -96,330
54 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.19% of their portfolio NEW YORK, NY 82,40982.4k $25.9m $25.9m 0.19% Reduced -6.2k -6,163
55 MONETA GROUP INVESTMENT ADVISORS LLC 0.19% of their portfolio ST LOUIS, MO 79,89279.9k $25.1m $25.1m 0.19% Reduced -2.8k -2,793
56 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 79,55079.5k $25.0m $25.0m 0.04% Added +275 +275
57 WoodTrust Financial Corp 3.19% of their portfolio WISCONSIN RAPIDS, WI 78,77778.8k $24.7m $24.7m 3.19% Reduced -9.5k -9,531
58 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 78,28478.3k $24.6m $24.6m 0.01% Reduced -569 -569
59 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 75,54975.5k $23.7m $23.7m 0.02% Reduced -22.0k -22,016
60 STEPHENS GROUP ASSET MANAGEMENT, LLC 1.51% of their portfolio LITTLE ROCK, AR 75,29475.3k $23.6m $23.6m 1.51% Added +435 +435
61 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 72,95073.0k $22.9m $22.9m 0.02% Added +67 +67
62 VAUGHAN & Co SECURITIES, INC. 11.88% of their portfolio Ridgewood, NJ 72,42572.4k $22.7m $22.7m 11.88% Reduced -1.4k -1,375
63 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 72,24572.2k $22.7m $22.7m 0.03% Added +4.5k +4,454
64 GENEVA CAPITAL MANAGEMENT LLC 0.47% of their portfolio MILWAUKEE, WI 70,67770.7k $22.2m $22.2m 0.47% Added +8.8k +8,779
65 GTS SECURITIES LLC 0.77% of their portfolio NEW YORK, NY 69,27169.3k $21.7m $21.7m 0.77% Added +57.6k +57,595
66 DROMS STRAUSS ADVISORS INC /MO/ /ADV 5.62% of their portfolio ST. LOUIS, MO 68,53168.5k $21.5m $21.5m 5.62% Added +1.7k +1,658
67 Confluence Wealth Services, Inc. 0.79% of their portfolio MCMURRAY, PA 64,54964.5k $20.3m $20.3m 0.79% Added +5.0k +5,021
68 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 64,40064.4k $20.2m $20.2m 0.06% Reduced -8.3k -8,289
69 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 62,14162.1k $19.5m $19.5m 0.03% Unchanged
70 Mariner, LLC 0.02% of their portfolio Overland Park, KS 61,65661.7k $19.3m $19.3m 0.02% Reduced -2.6k -2,574
71 Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio SEOUL, M5 61,40061.4k $19.3m $19.3m 0.06% New
72 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 61,28061.3k $19.2m $19.2m 0.07% Added +873 +873
73 Powell Investment Advisors, LLC 6.62% of their portfolio MIAMI, FL 61,15761.2k $19.2m $19.2m 6.62% Added +823 +823
74 FIRST HORIZON CORP 0.80% of their portfolio MEMPHIS, TN 61,15061.1k $19.2m $19.2m 0.80% Added +8.1k +8,145
75 Waldron Private Wealth LLC 0.74% of their portfolio BRIDGEVILLE, PA 60,86060.9k $19.1m $19.1m 0.74% Reduced -4.7k -4,737
76 BlackRock, Inc. 0.00% of their portfolio New York, NY 59,74259.7k $18.7m $18.7m 0.00% Reduced -10.6k -10,557
77 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 57,51657.5k $18.0m $18.0m 0.01% Added +41.2k +41,234
78 Avantax Planning Partners, Inc. 0.47% of their portfolio DUBUQUE, IA 54,77554.8k $17.2m $17.2m 0.47% Added +712 +712
79 AMG National Trust Bank 0.36% of their portfolio GREENWOOD VILLAGE, CO 52,53952.5k $16.5m $16.5m 0.36% Reduced -72 -72
80 AdvisorShares Investments LLC 2.98% of their portfolio BETHESDA, MD 52,09652.1k $16.3m $16.3m 2.98% New
81 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 51,57251.6k $16.2m $16.2m 0.03% Added +1.1k +1,066
82 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 50,75250.8k $15.9m $15.9m 0.00% Reduced -33.6k -33,576
83 COURIER CAPITAL LLC 0.86% of their portfolio BUFFALO, NY 49,08849.1k $15.4m $15.4m 0.86% Added +1.3k +1,288
84 Wealthspire Advisors, LLC 0.12% of their portfolio NEW YORK, NY 48,73648.7k $15.3m $15.3m 0.12% Reduced -659 -659
85 LMG Wealth Partners, LLC 2.70% of their portfolio SHREVEPORT, LA 47,26347.3k $14.8m $14.8m 2.70% Added +1.1k +1,119
86 Summit Financial, LLC 0.18% of their portfolio PARSIPPANY, NJ 45,83645.8k $14.4m $14.4m 0.18% Added +5.2k +5,246
87 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 45,13745.1k $14.2m $14.2m 0.07% Added +429 +429
88 TOBIAS FINANCIAL ADVISORS, INC. 1.85% of their portfolio Plantation, FL 42,40542.4k $13.3m $13.3m 1.85% Reduced -1.0k -1,044
89 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 41,68141.7k $13.1m $13.1m 0.05% Reduced -228 -228
90 RTD Financial Advisors, Inc. 1.58% of their portfolio Philadelphia, PA 40,85340.9k $12.8m $12.8m 1.58% Reduced -2.0k -1,996
91 Shepherd Financial Partners LLC 1.21% of their portfolio WINCHESTER, MA 40,80140.8k $12.8m $12.8m 1.21% Reduced -661 -661
92 WHITTIER TRUST CO OF NEVADA INC 0.26% of their portfolio RENO, NV 40,10440.1k $12.8m $12.8m 0.26% Unchanged
93 BLAIR WILLIAM & CO/IL 0.04% of their portfolio CHICAGO, IL 39,34339.3k $12.3m $12.3m 0.04% Added +1.7k +1,699
94 Pinnacle Financial Partners, Inc. 0.09% of their portfolio ATLANTA, GA 39,22339.2k $12.3m $12.3m 0.09% Added +48 +48
95 Waverly Advisors, LLC 0.09% of their portfolio BIRMINGHAM, AL 39,04239.0k $12.3m $12.3m 0.09% Reduced -1.1k -1,116
96 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 38,95239.0k $12.2m $12.2m 0.01% Reduced -18.6k -18,562
97 Hillcrest Wealth Advisors - NY, LLC 4.93% of their portfolio HAZLET, NJ 38,80038.8k $12.2m $12.2m 4.93% Added +1.2k +1,250
98 Quent Capital, LLC 0.86% of their portfolio NEW YORK, NY 38,63738.6k $12.1m $12.1m 0.86% Reduced -1.4k -1,437
99 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio CHICAGO, IL 38,17338.2k $12.0m $12.0m 0.04% Added +30.6k +30,613
100 Bronte Capital Management Pty Ltd. 1.27% of their portfolio Bondi Junction, C3 37,54237.5k $11.8m $11.8m 1.27% New