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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,088 managers (1,105 13F filers) reported a position in IWO shares at 2026-06-30, 30,215,404 shares in all. 118 filers opened a position and 41 filers sold out during the quarter.

Managers
1,088
13F filers
1,105
New
118
Added
269
Reduced
350
Sold out
41
Shares held by filers
30,215,404

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,483,298$1.37B0.09%+11,29313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,328,293$917M0.05%-425,04913F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC1,579,950$622M11.04%-28,80013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,098,106$433M-17,470Timeline
TIAAgroup of 4 filers holding1,052,420$413M-25,713Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC965,896$381M0.04%+7,99013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC947,047$373M7.01%+11,57213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN704,958$278M0.05%-25,36613F-HRTimelineGroup
LPL Financial LLC598,485$236M0.05%+21,61813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…592,625$233M0.12%-23,91513F-HRTimelineGroup
D.A. DAVIDSON & CO.550,307$217M1.2%+5,61213F-HRTimeline
FMR LLCin group FMR LLC531,617$209M0.01%+173,84713F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…513,500$202M0.29%+103,00013F-HRTimeline
UBS Group AGgroup of 2 filers holding512,411$202M-12,565Timeline
Cohen Klingenstein LLC484,414$191M5.46%-8,26913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC433,927$171M0.05%+68813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC425,316$168M0.21%-7,16213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP412,943$163M0.02%-17,51713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO397,150$155M0.01%+10,99313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC374,910$148M0.07%-40,28413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.446,583$140M0.05%+231,94813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp344,603$136M0.4%-3,97313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS340,110$134M0.07%-3,19413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA328,945$130M0.02%-45,92413F-HRTimelineGroup
Cetera Investment Advisers232,731$91.7M0.08%+2,46413F-HRTimeline
Badgley Phelps Wealth Managers, LLC228,374$90M1.58%+4,22613F-HRTimeline
Financial Engines Advisors L.L.C.223,223$87.9M0.16%-14,84513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP218,652$86.1M0.12%-23,94513F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK216,194$85.2M0.37%-49,44113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp197,092$77.6M0.01%-9,76013F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding187,146$73.7M+137,187Timeline
Creative Planningin group Creative Planning170,877$67.3M0.04%-4,54713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\161,302$63.5M0.07%-1,65613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…161,029$63.4M0.03%+9,57813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC159,500$63.3M0.01%-95513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO159,552$62.9M0.06%-6,49213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP157,199$61.1M0.02%+7,31413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding143,902$56.7M-1,908Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…143,663$56.6M0.19%-2,17113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC135,926$53.5M0.08%-38,16513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…133,779$52.7M0.08%-2,64313F-HRTimelineGroup
Cresset Asset Management, LLC131,388$51.8M0.19%-1,16013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC130,483$51.4M0.15%+8,95513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…121,973$46.9M0.08%-14,43413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding118,061$46.5M+5,073Timeline
CHOREO, LLC114,055$44.9M0.49%+82413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP112,730$44.4M0.05%-7,25713F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…106,920$42.1M0.21%013F-HRTimeline
MAI Capital Management103,431$40.7M0.16%+8113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,157$39.9M0.05%+6,93813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.97,455$38.4M0.52%+5,61713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…87,193$34.4M0.01%+36,44113F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC86,150$33.9M0.78%+15,47313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding81,943$32.3M-1,652Timeline
Cerity Partners LLCin group Cerity Partners LLC81,647$32.2M0.04%+9,40213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/80,572$31.7M0.01%+2,28813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS79,296$31.2M0.05%-25413F-HRTimeline
Confluence Wealth Services, Inc.78,858$31.1M0.89%+14,30913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,206$30.8M0.03%+2,65713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC77,728$30.6M0.23%-2,16413F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…74,615$29.4M1.66%-67913F-HRTimelineGroup
HighTower Advisors, LLC73,549$29M0.03%+59913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp72,513$28.6M3.39%-6,26413F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.69,826$27.5M12.83%-2,59913F-HRTimeline
MML INVESTORS SERVICES, LLC69,634$27.4M0.06%+5,23413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV67,372$26.5M6.03%-1,15913F-HRTimeline
FIRST HORIZON CORP64,280$25.3M0.97%+3,13013F-HRTimeline
Summit Financial, LLC63,786$25.1M0.28%+17,95013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …62,311$24.4M0.04%+17013F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV61,560$24.3M0.61%new13F-HRTimeline
Powell Investment Advisors, LLC60,650$23.9M7.54%-50713F-HRTimeline
Waldron Private Wealth LLC59,303$23.4M0.81%-1,55713F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.58,463$23M0.06%-30,38313F-HRTimeline
Mariner, LLCin group Mariner, LLC56,396$22.2M0.02%-5,26013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…53,700$21.2M0.04%-7,70013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.52,508$20.7M0.03%+93613F-HRTimelineGroup
Avantax Planning Partners, Inc.51,994$20.5M0.51%-2,78113F-HRTimeline
AMG National Trust Bank51,759$20.4M0.42%-78013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC51,002$20.1M0.01%+49,08913F-HRTimelineGroup
COURIER CAPITAL LLC49,719$19.6M0.98%+63113F-HRTimeline
Wealthspire Advisors, LLC48,319$19M0.1%-41713F-HRTimeline
LMG Wealth Partners, LLC47,501$18.7M2.99%+23813F-HRTimeline
AXIOM INVESTORS LLC /DE46,400$18.3M0.16%+15,90013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,291$18.2M0.01%+31,32413F-HRTimelineGroup
Steward Partners Investment Advisory, L…45,510$17.9M0.09%+37313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC45,212$17.8M0.12%-37,19713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,676$16.8M0.01%+28,16913F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.42,656$16.8M2.13%+25113F-HR/ATimeline
BLAIR WILLIAM & CO/IL41,456$16.3M0.04%+2,11313F-HRTimeline
RTD Financial Advisors, Inc.39,530$15.6M1.7%-1,32313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.39,455$15.5M<0.01%-20,28713F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …39,437$15.5M0.11%+21413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC39,839$15.4M0.29%-26513F-HRTimeline
Quent Capital, LLC38,920$15.3M0.94%+28313F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC38,392$15.1M5.41%-40813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC37,162$14.6M0.01%-1,79013F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC37,120$14.6M0.04%-1,05313F-HRTimeline
Waverly Advisors, LLC37,077$14.6M0.08%-1,96513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…36,502$14.4M0.86%+29,57813F-HRTimeline
Shepherd Financial Partners LLC35,669$14.1M1.15%-5,13213F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding34,954$13.8M+16,739Timeline
Corundum Group, Inc.34,722$13.7M4.06%-59213F-HRTimeline
Fund Evaluation Group, LLC33,679$13.3M0.36%-1,47713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.33,503$13.2M0.19%+17,00013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…33,085$13M0.15%+37613F-HRTimelineGroup
BOKF, NAin group BOKF, NA32,483$12.8M0.18%-41013F-HRTimelineGroup
Orion Porfolio Solutions, LLC32,384$12.8M0.1%+22713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,965$11.8M0.01%-1,41913F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…29,733$11.7M0.4%+29,50413F-HRTimelineGroup
Sanctuary Advisors, LLC28,805$11.3M0.05%+17213F-HRTimeline
Erickson Financial Group, LLC28,164$11.1M5.95%+1,79313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.27,246$10.7M0.01%-42713F-HRTimelineGroup
OFS Enterprise LLC26,514$10.4M2.67%-1,10813F-HRTimeline
NewEdge Advisors, LLC26,386$10.4M0.03%+63113F-HRTimeline
EP Wealth Advisors, LLC26,096$10.3M0.04%+74713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,925$10.2M0.06%+21413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA25,920$10.2M0.05%-1,39713F-HRTimelineGroup
Team Hewins, LLC25,574$10.1M2.76%-1,25113F-HRTimeline
Modern Wealth Management, LLC25,117$9.9M0.12%new13F-HRTimeline
Modera Wealth Management, LLC24,652$9.71M0.1%+8513F-HRTimeline
Savant Capital, LLC24,326$9.58M0.03%+1,41013F-HRTimeline
360 Financial, Inc.24,154$9.52M2.42%-1,00513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.24,361$9.51M4.85%-22713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC24,001$9.46M0.07%-36913F-HRTimeline
MidFirst Bank23,443$9.24M0.65%-24813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,358$9.2M0.01%-4,00913F-HRTimelineGroup
LWM ADVISORS INC23,160$9.12M6.8%-10013F-HRTimeline
WHITTIER TRUST CO23,276$9.08M0.09%013F-HRTimeline
GTS SECURITIES LLC22,645$8.92M0.19%-46,62613F-HRTimeline
St. Louis Trust Co11,467$8.77M1.06%013F-HRTimeline
Yarbrough Capital, LLC21,764$8.57M0.26%013F-HRTimeline
Trilogy Capital Inc.21,667$8.54M0.33%new13F-HRTimeline
Farther Finance Advisors, LLC21,447$8.45M0.07%+2,28713F-HRTimeline
Noble Family Wealth, LLC21,418$8.44M1.51%-5013F-HRTimeline
DT Investment Partners, LLC20,537$8.09M0.6%+6,81813F-HRTimeline
Beacon Pointe Advisors, LLC20,518$8.08M0.04%+8713F-HRTimeline
Avidian Wealth Enterprises, LLC20,249$7.98M0.22%-15613F-HRTimeline
Occidental Asset Management, LLC20,235$7.97M0.79%-12113F-HRTimeline
Highland Investment Advisors LLC20,110$7.92M3.45%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co19,973$7.87M0.09%-48113F-HRTimelineGroup
XML Financial, LLC19,777$7.79M0.57%-71113F-HRTimeline
Monument Capital Management19,586$7.72M1.55%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO19,272$7.59M0.63%+1,48713F-HRTimeline
Arax Advisory Partners19,078$7.52M0.05%+3,67813F-HRTimeline
Cambridge Investment Research Advisors,…19,024$7.5M0.02%-65313F-HR/ATimeline
BAILARD, INC.18,963$7.47M0.15%013F-HRTimeline
Fortis Group Advisors, LLC18,757$7.39M1.18%-27313F-HRTimeline
Mechanics Bank Trust Department18,505$7.29M0.9%+4113F-HRTimeline
HB Wealth Management, LLC18,497$7.29M0.04%-4,35913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,379$7.24M0.09%+5,50713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC18,223$7.18M0.5%+9313F-HRTimeline
Rodgers & Associates, LTD18,142$7.15M0.65%-42913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,935$7.07M0.11%+4613F-HRTimeline
Foundation Wealth Management, LLC17,660$6.96M4.11%-44613F-HRTimeline
InvesTrust17,580$6.93M2.67%-1013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\17,300$6.82M<0.01%+17,26513F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,242$6.79M0.16%-6913F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO16,813$6.62M0.19%+29213F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,709$6.58M0.08%-12813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,622$6.55M<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…16,509$6.5M0.02%-2,20713F-HRTimeline
Mach-1 Financial Group, LLC16,496$6.5M2.52%-1,64113F-HRTimeline
Idaho Trust Co16,104$6.34M1.85%-75513F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,225$6M0.16%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC14,965$5.9M0.01%+61413F-HRTimelineGroup
FELL CAPITAL MANAGEMENT /ADV14,692$5.79M4.88%+58813F-HRTimeline
Carbahal Olsen Financial Services Group…14,625$5.76M4%-5213F-HRTimeline
Integrated Wealth Concepts LLC14,494$5.71M0.03%+11,97913F-HRTimeline
Thoma Capital Management LLC14,419$5.68M3.03%-9,69913F-HRTimeline
AE Wealth Management LLC14,419$5.68M0.03%+24113F-HRTimeline
STEVENS CAPITAL PARTNERS14,293$5.63M1.07%+11613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,153$5.58M0.01%+4,37613F-HRTimelineGroup
VANCE WEALTH, LLC14,120$5.56M1.25%+16213F-HRTimeline
Welch & Forbes LLC13,919$5.48M0.07%-6113F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC13,811$5.44M0.33%+12,66813F-HRTimeline
EMC Capital Management13,732$5.41M2.14%13F-HRTimeline
Finley Financial, LLC13,555$5.34M2.15%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding13,510$5.32M+216Timeline
LOWERY THOMAS, LLC13,472$5.31M2.59%-13513F-HRTimeline
Prime Buchholz LLC13,458$5.3M1.91%new13F-HRTimeline
Connective Capital Management, LLC13,453$5.3M3.73%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.13,236$5.21M0.08%-25913F-HRTimeline
INSTRUMENTAL WEALTH, LLC13,188$5.2M2.63%+44313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,135$5.17M<0.01%+2,34813F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.12,771$5.03M0.56%+33013F-HR/ATimeline
PINNACLE ASSOCIATES LTD12,712$5.01M0.05%-7613F-HRTimeline
Crescent Grove Advisors, LLC12,648$4.98M0.42%-30413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,219$4.81M0.03%-313F-HRTimelineGroup
Sequent Asset Management, LLC12,209$4.81M2.03%013F-HRTimeline
LGL PARTNERS, LLC12,133$4.78M1.75%+1513F-HRTimeline
Rehmann Capital Advisory Group11,774$4.64M0.21%+40213F-HRTimeline
Ariston Services Group11,713$4.61M2.55%+11,71313F-HRTimeline
Janney Montgomery Scott LLC11,684$4.6M0.01%+1,63113F-HRTimeline
Tradition Wealth Management, LLC11,654$4.59M0.28%-7413F-HRTimeline
Dorsey & Whitney Trust CO LLC11,421$4.5M0.22%+3,18113F-HRTimeline
Bare Financial Services, Inc11,420$4.5M1.03%013F-HRTimeline
Versant Capital Management, Inc11,398$4.49M0.4%013F-HRTimeline
Montecito Bank & Trust11,340$4.47M0.67%-42813F-HRTimeline
Echo45 Advisors LLC11,210$4.42M2.28%-70113F-HRTimeline
SIMON QUICK ADVISORS, LLC11,012$4.34M0.18%+21513F-HRTimeline