Vault-13

ISHARES TR IWO

RUS 2000 GRW ETF · ETP · CUSIP 464287648

1,107 institutional holders +75 vs Q1 2026
29,740,89029.7m shares reported held*
$11.7bnreported value*
117 new 273 added 348 reduced 41 sold out net sold ≈ $152.2m (-287.0k 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 ($194.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $392.77. Options: 4 managers hold calls ($19.1m notional), 4 hold puts ($41.3m).

Trends to Q2 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: 1,032Q2 26: 1,1071,107Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,107

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q3 25: 364 bought or addedQ3 25: 360 cut or sold outQ4 25: 406 bought or addedQ4 25: 344 cut or sold outQ4 25Q1 26: 326 bought or addedQ1 26: 423 cut or sold outQ2 26: 390 bought or addedQ2 26: 389 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024380341
Q4 2024421323
Q1 2025286505
Q2 2025312439
Q3 2025364360
Q4 2025406344
Q1 2026326423
Q2 2026390389

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ3 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 1.61Q2 26 calls: $19.1mQ2 26 puts: $41.3mQ2 26P/C 2.17
Numbers
QuarterCallsPutsP/C
Q3 2025$17.0m$8.2m0.48
Q4 2025$11.9m$5.8m0.49
Q1 2026$15.3m$24.6m1.61
Q2 2026$19.1m$41.3m2.17

Biggest buyers

ALLIANCEBERNSTEIN L.P. Added +231,948+231.9k
FMR LLC Added +173,847+173.8k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Added +103,000+103.0k
Clearbridge Investments, LLC Added +99,700+99.7k
POTOMAC FUND MANAGEMENT INC /ADV New +61,560+61.6k
BARCLAYS PLC Added +49,089+49.1k
FRANKLIN RESOURCES INC Added +37,487+37.5k
WELLINGTON MANAGEMENT GROUP LLP Added +36,441+36.4k
JANE STREET GROUP, LLC Added +31,324+31.3k
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Added +29,578+29.6k

Biggest sellers

MORGAN STANLEY Reduced -425,049-425.0k
Pacific Life Fund Advisors LLC Sold out -202,351-202.4k
D. E. Shaw & Co., Inc. Sold out -57,516-57.5k
AdvisorShares Investments LLC Sold out -52,096-52.1k
COMMERCE BANK Reduced -49,441-49.4k
GTS SECURITIES LLC Reduced -46,626-46.6k
ROYAL BANK OF CANADA Reduced -45,924-45.9k
CITIGROUP INC Reduced -40,284-40.3k
BROWN ADVISORY INC Reduced -38,165-38.2k
Allworth Financial LP Reduced -37,865-37.9k

Biggest calls

JANE STREET GROUP, LLC Added $9.0m22.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.6m14.1k shares
CITADEL ADVISORS LLC Added $4.4m11.1k shares
ELEVATION POINT WEALTH PARTNERS, LLC New $167.0k424 shares

Biggest puts

HBK INVESTMENTS L P Unchanged $19.7m50.0k shares
JANE STREET GROUP, LLC Added $19.1m48.4k shares
CITADEL ADVISORS LLC Added $2.2m5.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $394.0k1.0k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.09% of their portfolio CHARLOTTE, NC 3,483,2983.5m $1.4bn $1.4bn 0.09% Added +11.3k +11,293
2 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,328,2932.3m $917.3m $917.3m 0.05% Reduced -425.0k -425,049
3 BARINGS LLC 11.04% of their portfolio CHARLOTTE, NC 1,579,9501.6m $622.4m $622.4m 11.04% Reduced -28.8k -28,800
4 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 1,080,2331.1m $425.6m $425.6m 0.10% Reduced -16.8k -16,758
5 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 965,896965.9k $380.5m $380.5m 0.04% Added +8.0k +7,990
6 Cassaday & Co Wealth Management LLC 7.01% of their portfolio MCLEAN, VA 947,047947.0k $373.1m $373.1m 7.01% Added +11.6k +11,572
7 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 704,958705.0k $277.7m $277.7m 0.05% Reduced -25.4k -25,366
8 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 598,485598.5k $235.8m $235.8m 0.05% Added +21.6k +21,618
9 PNC Financial Services Group, Inc. 0.12% of their portfolio Pittsburgh, PA 592,625592.6k $233.5m $233.5m 0.12% Reduced -23.9k -23,915
10 D.A. DAVIDSON & CO. 1.20% of their portfolio GREAT FALLS, MT 550,307550.3k $216.8m $216.8m 1.20% Added +5.6k +5,612
11 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.74% of their portfolio CHARLOTTE, NC 546,451546.5k $215.3m $215.3m 0.74% Reduced -29.4k -29,371
12 FMR LLC 0.01% of their portfolio BOSTON, MA 531,617531.6k $209.4m $209.4m 0.01% Added +173.8k +173,847
13 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.29% of their portfolio TORONTO, A6 513,500513.5k $202.3m $202.3m 0.29% Added +103.0k +103,000
14 UBS Group AG 0.03% of their portfolio ZURICH, V8 511,151511.2k $201.4m $201.4m 0.03% Reduced -12.0k -11,965
15 Cohen Klingenstein LLC 5.46% of their portfolio NEW YORK, NY 484,414484.4k $190.8m $190.8m 5.46% Reduced -8.3k -8,269
16 TIAA Wealth Investment Management LLC 1.22% of their portfolio New York, NY 468,427468.4k $182.8m $182.8m 1.22% Added +1.7k +1,687
17 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 446,583446.6k $140.1m $140.1m 0.05% Added +231.9k +231,948
18 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 433,927433.9k $171.0m $171.0m 0.05% Added +688 +688
19 COMMONWEALTH EQUITY SERVICES, LLC 0.21% of their portfolio WALTHAM, MA 425,316425.3k $167.6m $167.6m 0.21% Reduced -7.2k -7,162
20 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 412,943412.9k $162.7m $162.7m 0.02% Reduced -17.5k -17,517
21 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 397,150397.1k $155.0m $155.0m 0.01% Added +11.0k +10,993
22 CITIGROUP INC 0.07% of their portfolio NEW YORK, NY 374,910374.9k $147.7m $147.7m 0.07% Reduced -40.3k -40,284
23 M&T Bank Corp 0.40% of their portfolio BUFFALO, NY 344,603344.6k $135.8m $135.8m 0.40% Reduced -4.0k -3,973
24 BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio PARIS, I0 340,110340.1k $134.0m $134.0m 0.07% Reduced -3.2k -3,194
25 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 328,945328.9k $129.6m $129.6m 0.02% Reduced -45.9k -45,924
26 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 232,731232.7k $91.7m $91.7m 0.08% Added +2.5k +2,464
27 Badgley Phelps Wealth Managers, LLC 1.58% of their portfolio SEATTLE, WA 228,374228.4k $90.0m $90.0m 1.58% Added +4.2k +4,226
28 Financial Engines Advisors L.L.C. 0.16% of their portfolio SANTA CLARA, CA 223,223223.2k $87.9m $87.9m 0.16% Reduced -14.8k -14,845
29 Corient Private Wealth LP 0.12% of their portfolio MIAMI, FL 218,652218.7k $86.1m $86.1m 0.12% Reduced -23.9k -23,945
30 COMMERCE BANK 0.37% of their portfolio KANSAS CITY, MO 216,194216.2k $85.2m $85.2m 0.37% Reduced -49.4k -49,441
31 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 197,092197.1k $77.6m $77.6m 0.01% Reduced -9.8k -9,760
32 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 170,877170.9k $67.3m $67.3m 0.04% Reduced -4.5k -4,547
33 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 161,302161.3k $63.5m $63.5m 0.07% Reduced -1.7k -1,656
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 161,029161.0k $63.4m $63.4m 0.03% Added +9.6k +9,578
35 SEI INVESTMENTS CO 0.06% of their portfolio OAKS, PA 159,552159.6k $62.9m $62.9m 0.06% Reduced -6.5k -6,492
36 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 159,500159.5k $63.3m $63.3m 0.01% Reduced -955 -955
37 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 157,199157.2k $61.1m $61.1m 0.02% Added +7.3k +7,314
38 KEYBANK NATIONAL ASSOCIATION/OH 0.19% of their portfolio BROOKLYN, OH 143,663143.7k $56.6m $56.6m 0.19% Reduced -2.2k -2,171
39 BROWN ADVISORY INC 0.08% of their portfolio BALTIMORE, MD 135,926135.9k $53.5m $53.5m 0.08% Reduced -38.2k -38,165
40 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 133,779133.8k $52.7m $52.7m 0.08% Reduced -2.6k -2,643
41 Cresset Asset Management, LLC 0.19% of their portfolio Chicago, IL 131,388131.4k $51.8m $51.8m 0.19% Reduced -1.2k -1,160
42 Pathstone Holdings, LLC 0.15% of their portfolio ENGLEWOOD, NJ 130,483130.5k $51.4m $51.4m 0.15% Added +9.0k +8,955
43 FIFTH THIRD BANCORP 0.08% of their portfolio CINCINNATI, OH 122,843122.8k $48.4m $48.4m 0.08% Reduced -2.6k -2,553
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% of their portfolio PLYMOUTH, MN 121,973122.0k $46.9m $46.9m 0.08% Reduced -14.4k -14,434
45 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 116,668116.7k $46.0m $46.0m 0.04% Added +99.7k +99,700
46 CHOREO, LLC 0.49% of their portfolio ROCKFORD, IL 114,055114.1k $44.9m $44.9m 0.49% Added +824 +824
47 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 112,730112.7k $44.4m $44.4m 0.05% Reduced -7.3k -7,257
48 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 112,606112.6k $44.4m $44.4m 0.05% Added +4.4k +4,415
49 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.21% of their portfolio Cincinnati, OH 106,920106.9k $42.1m $42.1m 0.21% Unchanged
50 MAI Capital Management 0.16% of their portfolio INDEPENDENCE, OH 103,431103.4k $40.7m $40.7m 0.16% Added +81 +81
51 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 101,157101.2k $39.9m $39.9m 0.05% Added +6.9k +6,938
52 HANTZ FINANCIAL SERVICES, INC. 0.52% of their portfolio SOUTHFIELD, MI 97,45597.5k $38.4m $38.4m 0.52% Added +5.6k +5,617
53 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 87,19387.2k $34.4m $34.4m 0.01% Added +36.4k +36,441
54 GENEVA CAPITAL MANAGEMENT LLC 0.78% of their portfolio MILWAUKEE, WI 86,15086.2k $33.9m $33.9m 0.78% Added +15.5k +15,473
55 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 81,64781.6k $32.2m $32.2m 0.04% Added +9.4k +9,402
56 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 80,57280.6k $31.7m $31.7m 0.01% Added +2.3k +2,288
57 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 79,29679.3k $31.2m $31.2m 0.05% Reduced -254 -254
58 Confluence Wealth Services, Inc. 0.89% of their portfolio MCMURRAY, PA 78,85878.9k $31.1m $31.1m 0.89% Added +14.3k +14,309
59 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 78,20678.2k $30.8m $30.8m 0.03% Added +2.7k +2,657
60 MONETA GROUP INVESTMENT ADVISORS LLC 0.23% of their portfolio ST LOUIS, MO 77,72877.7k $30.6m $30.6m 0.23% Reduced -2.2k -2,164
61 STEPHENS GROUP ASSET MANAGEMENT, LLC 1.66% of their portfolio LITTLE ROCK, AR 74,61574.6k $29.4m $29.4m 1.66% Reduced -679 -679
62 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 73,54973.5k $29.0m $29.0m 0.03% Added +599 +599
63 WoodTrust Financial Corp 3.39% of their portfolio WISCONSIN RAPIDS, WI 72,51372.5k $28.6m $28.6m 3.39% Reduced -6.3k -6,264
64 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 70,47870.5k $27.8m $27.8m 0.01% Added +37.5k +37,487
65 VAUGHAN & Co SECURITIES, INC. 12.83% of their portfolio Ridgewood, NJ 69,82669.8k $27.5m $27.5m 12.83% Reduced -2.6k -2,599
66 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 69,63469.6k $27.4m $27.4m 0.06% Added +5.2k +5,234
67 DROMS STRAUSS ADVISORS INC /MO/ /ADV 6.03% of their portfolio ST. LOUIS, MO 67,37267.4k $26.5m $26.5m 6.03% Reduced -1.2k -1,159
68 FIRST HORIZON CORP 0.97% of their portfolio MEMPHIS, TN 64,28064.3k $25.3m $25.3m 0.97% Added +3.1k +3,130
69 Summit Financial, LLC 0.28% of their portfolio PARSIPPANY, NJ 63,78663.8k $25.1m $25.1m 0.28% Added +17.9k +17,950
70 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 62,31162.3k $24.4m $24.4m 0.04% Added +170 +170
71 POTOMAC FUND MANAGEMENT INC /ADV 0.61% of their portfolio BETHESDA, MD 61,56061.6k $24.3m $24.3m 0.61% New
72 Powell Investment Advisors, LLC 7.54% of their portfolio MIAMI, FL 60,65060.6k $23.9m $23.9m 7.54% Reduced -507 -507
73 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 59,90159.9k $23.6m $23.6m 0.08% Reduced -1.4k -1,379
74 Waldron Private Wealth LLC 0.81% of their portfolio BRIDGEVILLE, PA 59,30359.3k $23.4m $23.4m 0.81% Reduced -1.6k -1,557
75 FULLER & THALER ASSET MANAGEMENT, INC. 0.06% of their portfolio SAN MATEO, CA 58,46358.5k $23.0m $23.0m 0.06% Reduced -30.4k -30,383
76 Mariner, LLC 0.02% of their portfolio Overland Park, KS 56,39656.4k $22.2m $22.2m 0.02% Reduced -5.3k -5,260
77 Mirae Asset Global Investments Co., Ltd. 0.04% of their portfolio SEOUL, M5 53,70053.7k $21.2m $21.2m 0.04% Reduced -7.7k -7,700
78 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 52,50852.5k $20.7m $20.7m 0.03% Added +936 +936
79 Avantax Planning Partners, Inc. 0.51% of their portfolio DUBUQUE, IA 51,99452.0k $20.5m $20.5m 0.51% Reduced -2.8k -2,781
80 AMG National Trust Bank 0.42% of their portfolio GREENWOOD VILLAGE, CO 51,75951.8k $20.4m $20.4m 0.42% Reduced -780 -780
81 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 51,00251.0k $20.1m $20.1m 0.01% Added +49.1k +49,089
82 COURIER CAPITAL LLC 0.98% of their portfolio BUFFALO, NY 49,71949.7k $19.6m $19.6m 0.98% Added +631 +631
83 Wealthspire Advisors, LLC 0.10% of their portfolio NEW YORK, NY 48,31948.3k $19.0m $19.0m 0.10% Reduced -417 -417
84 LMG Wealth Partners, LLC 2.99% of their portfolio SHREVEPORT, LA 47,50147.5k $18.7m $18.7m 2.99% Added +238 +238
85 AXIOM INVESTORS LLC /DE 0.16% of their portfolio GREENWICH, CT 46,40046.4k $18.3m $18.3m 0.16% Added +15.9k +15,900
86 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 46,29146.3k $18.2m $18.2m 0.01% Added +31.3k +31,324
87 Steward Partners Investment Advisory, LLC 0.09% of their portfolio STAMFORD, CT 45,51045.5k $17.9m $17.9m 0.09% Added +373 +373
88 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.12% of their portfolio NEW YORK, NY 45,21245.2k $17.8m $17.8m 0.12% Reduced -37.2k -37,197
89 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 42,67642.7k $16.8m $16.8m 0.01% Added +28.2k +28,169
90 TOBIAS FINANCIAL ADVISORS, INC. 2.13% of their portfolio Plantation, FL 42,65642.7k $16.8m $16.8m 2.13% Added +251 +251
91 BLAIR WILLIAM & CO/IL 0.04% of their portfolio CHICAGO, IL 41,45641.5k $16.3m $16.3m 0.04% Added +2.1k +2,113
92 WHITTIER TRUST CO OF NEVADA INC 0.29% of their portfolio RENO, NV 39,83939.8k $15.4m $15.4m 0.29% Reduced -265 -265
93 RTD Financial Advisors, Inc. 1.70% of their portfolio Philadelphia, PA 39,53039.5k $15.6m $15.6m 1.70% Reduced -1.3k -1,323
94 BlackRock, Inc. 0.00% of their portfolio New York, NY 39,45539.5k $15.5m $15.5m 0.00% Reduced -20.3k -20,287
95 Pinnacle Financial Partners, Inc. 0.11% of their portfolio ATLANTA, GA 39,43739.4k $15.5m $15.5m 0.11% Added +214 +214
96 Quent Capital, LLC 0.94% of their portfolio NEW YORK, NY 38,92038.9k $15.3m $15.3m 0.94% Added +283 +283
97 Hillcrest Wealth Advisors - NY, LLC 5.41% of their portfolio HAZLET, NJ 38,39238.4k $15.1m $15.1m 5.41% Reduced -408 -408
98 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 38,04838.0k $15.0m $15.0m 0.02% Added +18.4k +18,371
99 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 37,16237.2k $14.6m $14.6m 0.01% Reduced -1.8k -1,790
100 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio CHICAGO, IL 37,12037.1k $14.6m $14.6m 0.04% Reduced -1.1k -1,053