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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,090 managers (1,107 13F filers) reported a position in IWO shares at 2026-06-30, 30,220,978 shares in all. 118 filers opened a position and 41 filers sold out during the quarter.

Managers
1,090
13F filers
1,107
New
118
Added
269
Reduced
351
Sold out
41
Shares held by filers
30,220,978

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
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,891$4.29M0.15%+79213F-HRTimelineGroup
Midwest Trust Co10,833$4.27M0.05%+40113F-HRTimeline
Larson Financial Group LLC10,785$4.25M0.11%-27113F-HRTimeline
SACKS & ASSOCIATES, LLC11,430$4.24M2.86%+3113F-HRTimeline
Quantum Portfolio Management LLC10,574$4.17M1.5%-1,11313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,527$4.15M3.03%+5013F-HRTimeline
Foundations Investment Advisors, LLC10,326$4.07M0.04%-9913F-HRTimeline
&PARTNERS10,308$4.06M0.02%+2,52313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,299$4.06M0.21%013F-HRTimeline
Atlas Brown,Inc.10,295$4.06M1.09%-713F-HRTimeline
BBR PARTNERS, LLC10,057$3.96M0.19%+89413F-HRTimeline
CFS Investment Advisory Services, LLC10,202$3.95M0.26%-10613F-HRTimeline
Midwest Professional Planners, LTD.9,990$3.94M0.77%-55013F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC9,918$3.91M0.19%+3,44613F-HRTimeline
Global Retirement Partners, LLC9,838$3.88M0.06%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,807$3.86M0.04%+113F-HRTimelineGroup
BRIGHTON JONES LLC9,802$3.86M0.07%+13213F-HRTimeline
Prospera Financial Services Inc9,794$3.86M0.06%-34013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9,783$3.85M0.34%+1213F-HR/ATimeline
VANGUARD GROUP INCgroup of 2 filers holding9,751$3.84M+14Timeline
Merit Financial Group, LLC9,697$3.82M0.02%-33413F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,678$3.81M0.08%-43613F-HRTimelineGroup
Golden State Wealth Management, LLC9,483$3.74M0.34%-9113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,438$3.72M0.26%+20013F-HRTimelineGroup
VestGen Advisors, LLC9,385$3.7M0.11%+1413F-HRTimeline
Wealthfront Advisers LLC9,375$3.69M0.01%-14413F-HRTimeline
Arkadios Wealth Advisors9,320$3.67M0.06%-16213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,319$3.67M0.04%+29813F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC9,053$3.57M0.56%-11713F-HRTimeline
Widmann Financial Services, Inc.9,013$3.55M1.9%-19513F-HRTimeline
Sand Hill Global Advisors, LLC9,012$3.55M0.11%+2813F-HRTimeline
Clearstead Advisors, LLC8,954$3.53M0.03%-64513F-HRTimeline
TICINO WEALTH8,887$3.5M1.1%+1,29613F-HRTimeline
INVESTMENT PARTNERS, LTD.8,878$3.5M1.09%+22013F-HRTimeline
Integrated Wealth Concepts LLC8,763$3.45M0.02%+6,24813F-HR/ATimeline
RIVERBRIDGE PARTNERS LLC8,718$3.43M0.1%-2,42613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding8,617$3.39M-165Timeline
SGL Investment Advisors, Inc.8,653$3.36M1.16%+72213F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,484$3.34M0.42%013F-HRTimeline
NewEdge Wealth, LLC8,356$3.29M0.03%+6,87313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,335$3.28M0.04%+7513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,268$3.26M0.01%-85313F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO8,262$3.25M0.37%013F-HRTimeline
Quantinno Capital Management LP8,020$3.16M<0.01%+2,88513F-HRTimeline
IEQ CAPITAL, LLC7,916$3.12M0.01%-9,94113F-HRTimeline
Gotham Asset Management, LLC7,916$3.12M0.01%+85213F-HRTimeline
Whitegate Investment Counselors, Inc.7,853$3.09M0.88%+3013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC7,798$3.07M0.33%-4,03913F-HRTimeline
Geneos Wealth Management Inc.7,786$3.07M0.06%-1,51113F-HRTimeline
Legacy Bridge, LLC7,755$3.06M0.94%+25213F-HRTimeline
Legacy Edge Advisors, LLC7,700$3.03M0.28%+8613F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,626$3M0.24%+2213F-HRTimelineGroup
Washington Trust Bank7,499$2.95M0.21%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC7,428$2.93M0.01%-9113F-HRTimeline
CHEMUNG CANAL TRUST CO7,299$2.88M0.53%-2213F-HRTimeline
Blue Trust, Inc.7,277$2.87M0.03%-3813F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC7,212$2.84M0.37%+5,00413F-HRTimeline
Kelsey Financial, LLC7,178$2.83M2.15%+31713F-HRTimeline
Relyea Zuckerberg Hanson LLC7,101$2.8M0.23%-39813F-HR/ATimeline
One Capital Management, LLC8,856$2.78M0.08%013F-HRTimeline
Snowden Capital Advisors LLC7,005$2.76M0.07%+5613F-HRTimeline
Private Wealth Asset Management, LLC6,957$2.74M0.26%-3013F-HRTimeline
Cornerstone Wealth Management, LLC6,927$2.73M0.12%+92313F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.6,851$2.7M2.04%-7213F-HRTimeline
HRT FINANCIAL LP6,850$2.7M<0.01%+1,82913F-HRTimeline
jvl associates llc6,784$2.67M0.76%+3413F-HRTimeline
Visionary Wealth Advisors6,685$2.63M0.1%-28513F-HRTimeline
Private Advisory Group LLC6,678$2.63M0.15%+64613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/6,644$2.62M<0.01%-3,99413F-HRTimeline
JMG Financial Group, Ltd.6,616$2.61M0.06%-4713F-HRTimeline
Grey Ledge Advisors, LLC6,523$2.57M0.52%-87913F-HRTimeline
EQUITABLE TRUST CO6,481$2.55M0.11%+1,12913F-HRTimeline
Financial Sense Advisors, Inc.6,474$2.55M0.5%-12013F-HRTimeline
World Investment Advisors7,950$2.55M0.04%-29913F-HRTimeline
Sequoia Financial Advisors, LLC6,452$2.54M0.01%-2313F-HRTimeline
Index Technologies Group LLC6,410$2.53M2.02%-68213F-HRTimeline
Eukles Asset Management6,283$2.48M1.02%+46213F-HRTimeline
SONATA CAPITAL GROUP INC6,281$2.47M0.8%-43313F-HRTimeline
OneDigital Investment Advisors LLC6,250$2.46M0.02%+2913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,229$2.45M<0.01%-9513F-HRTimelineGroup
Texas Yale Capital Corp.6,076$2.39M0.05%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,998$2.36M0.02%-9013F-HRTimeline
Wescott Financial Advisory Group, LLC5,978$2.36M0.18%+46613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,967$2.35M0.02%+2,66413F-HRTimelineGroup
Haverford Trust Co5,876$2.31M0.02%-3313F-HRTimeline
Somerset Group LLC5,990$2.3M1.62%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,825$2.29M0.06%-26,91613F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC5,578$2.2M0.21%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,555$2.19M0.01%-4913F-HRTimeline
Heck Capital Advisors, LLC5,535$2.18M0.13%-15,13513F-HRTimeline
Atria Investments, Inc5,498$2.17M0.02%+1,67513F-HRTimeline
Robertson Stephens Wealth Management, L…5,497$2.17M0.05%-12913F-HRTimeline
Sigma Planning Corp5,452$2.15M0.05%-46713F-HRTimeline
Stronghold Wealth Management L.L.C.5,449$2.15M2.87%+18113F-HRTimeline
MATHER GROUP, LLC.5,432$2.14M0.02%+32013F-HRTimeline
Clear Creek Financial Management, LLC5,427$2.14M0.14%new13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.5,404$2.13M0.86%+27413F-HRTimeline
Eagle Strategies LLC5,400$2.13M0.21%-313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,394$2.13M0.13%013F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC5,367$2.11M0.1%-32713F-HRTimeline
Sentinel Advisory Group, LLC5,349$2.11M0.86%-70713F-HRTimeline
Pointe Capital Management LLC5,324$2.1M0.94%+28513F-HRTimeline
Meridian Wealth Management, LLC5,323$2.1M0.07%+28613F-HRTimeline
RPg Family Wealth Advisory, LLC5,315$2.09M0.35%-7113F-HR/ATimeline
Risk Paradigm Group, LLC5,309$2.09M1.64%-7013F-HRTimeline
Caprock Group, LLC5,284$2.08M0.04%new13F-HRTimeline
DECISION INVESTMENTS, INC5,239$2.06M1.88%+1713F-HRTimeline
Shakespeare Wealth Management, LLC5,194$2.05M0.54%-14413F-HRTimeline
Ashton Thomas Private Wealth, LLC5,181$2.04M0.04%-60413F-HRTimeline
Forum Finance Group S.A.6,385$2.03M0.73%+2,20013F-HRTimeline
Jasper Ridge Partners, L.P.5,145$2.03M0.04%013F-HR/ATimeline
Valeo Financial Advisors, LLC5,136$2.02M0.04%+76413F-HRTimeline
Sterling Capital Management LLC5,074$2M0.03%+14613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO5,051$1.99M0.01%-4,14013F-HRTimeline
Krilogy Financial LLC4,951$1.95M0.06%+24013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.4,949$1.95M0.61%+3313F-HRTimeline
Compound Planning, Inc.4,886$1.92M0.05%-19313F-HRTimeline
Connecticut Wealth Management, LLC4,863$1.92M0.07%+113F-HRTimeline
Tranquility Partners, LLC4,860$1.91M0.66%-10913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,856$1.91M0.02%-11,29313F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.4,842$1.91M0.1%-10013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,821$1.9M0.01%+8213F-HRTimelineGroup
Lewis Asset Management, LLC4,801$1.89M0.66%-33513F-HRTimeline
Foundation Wealth Management, LLC\PA4,786$1.89M0.57%-60013F-HRTimeline
TRUST POINT INC.4,724$1.86M0.16%-1013F-HRTimeline
MWA Asset Management4,702$1.85M0.84%-8213F-HRTimeline
J.W. COLE ADVISORS, INC.4,693$1.85M0.03%new13F-HRTimeline
Ironwood Financial, llc4,852$1.84M0.29%-13113F-HRTimeline
Affinity Capital Advisors, LLC4,668$1.82M0.22%013F-HRTimeline
APPLETON PARTNERS INC/MA4,619$1.82M0.11%013F-HRTimeline
Naviter Wealth, LLC4,560$1.8M0.16%013F-HRTimeline
Sowell Financial Services LLC4,527$1.78M0.06%-7,35913F-HRTimeline
Chicago Capital, LLC4,469$1.76M0.04%+313F-HRTimeline
BOSTON FAMILY OFFICE LLC4,441$1.75M0.11%013F-HRTimeline
Vawter Financial, Ltd.4,406$1.74M0.65%-5613F-HRTimeline
UMB Bank, n.a.4,401$1.73M0.02%-6313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALLIUM FINANCIAL ADVISORS, LLC4,397$1.73M1.13%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.4,360$1.72M0.22%-28513F-HRTimeline
Lighthouse Financial LLC4,360$1.72M0.89%013F-HRTimeline
Independent Advisor Alliance4,351$1.71M0.04%-6,15413F-HRTimeline
Cornerstone Wealth Advisors, Inc.4,348$1.71M0.36%-5013F-HRTimeline
SilverOak Wealth Management LLC4,308$1.7M0.22%+4813F-HRTimeline
Armstrong, Fleming & Moore, Inc4,272$1.68M0.56%-3613F-HRTimeline
Integrated Advisors Network LLC4,201$1.66M0.08%+3013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,191$1.65M0.02%013F-HRTimelineGroup
Curated Wealth Partners LLC4,189$1.65M0.19%-88613F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,162$1.64M0.11%+28013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,056$1.6M0.02%-2513F-HRTimelineGroup
Betterment LLC4,041$1.59M<0.01%+34713F-HRTimeline
Veery Capital, LLC4,012$1.58M0.42%-3913F-HRTimeline
Fortitude Family Office, LLC3,995$1.57M0.31%013F-HRTimeline
Navis Wealth Advisors, LLC3,980$1.57M0.59%-47113F-HRTimeline
Meramec Financial Planners, LLC4,187$1.56M0.57%-27513F-HRTimeline
DAVIDSON TRUST CO3,928$1.55M0.6%+38313F-HRTimeline
Intrua Financial, LLC3,905$1.54M0.15%+13513F-HRTimeline
MMA ASSET MANAGEMENT LLC3,891$1.53M0.49%-6413F-HRTimeline
Intrepid Financial Planning Group LLC3,889$1.53M0.52%+9013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC3,886$1.53M1%+10313F-HRTimeline
DIVERSIFIED TRUST CO3,859$1.52M0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,847$1.52M0.02%+79213F-HRTimelineGroup
Bragg Financial Advisors, Inc3,842$1.51M0.04%013F-HRTimeline
Frederick Financial Consultants, LLC3,835$1.51M0.64%-1113F-HRTimeline
IFP Advisors, Inc3,817$1.5M0.03%+1,64213F-HRTimeline
Allworth Financial LP3,816$1.5M0.01%-37,86513F-HRTimeline
Smartleaf Asset Management LLC3,846$1.5M0.05%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,780$1.49M0.03%-20513F-HRTimelineGroup
WESBANCO BANK INC3,747$1.48M0.04%+17113F-HRTimeline
Strategic Wealth Partners, Ltd.3,712$1.46M0.09%013F-HRTimeline
McAdam, LLC3,688$1.45M0.06%-1,96113F-HRTimeline
INSIGHT 2811, INC.3,566$1.4M0.57%+813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,566$1.4M0.03%+2,34713F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC3,558$1.4M0.19%+113F-HRTimeline
CENTAURUS FINANCIAL, INC.3,537$1.39M0.05%+1413F-HRTimeline
FAS Wealth Partners, Inc.3,538$1.39M0.07%+30313F-HRTimeline
BAYBAN3,531$1.39M1.07%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,494$1.38M0.03%-61513F-HRTimeline
Walsh & Associates, LLC3,491$1.38M1.12%-4613F-HRTimeline
Glass Jacobson Investment Advisors llc3,470$1.37M0.43%+113F-HRTimeline
OpenArc Corporate Advisory, LLC3,466$1.37M0.02%+1,04913F-HRTimeline
Guidance Point Advisors, LLC3,441$1.36M0.29%-5813F-HRTimeline
Quadcap Wealth Management, LLC3,433$1.35M0.13%+3313F-HRTimeline
Parallel Advisors, LLC3,431$1.35M0.02%+22413F-HRTimeline
Kingsview Wealth Management, LLC3,429$1.35M0.02%-22,97913F-HRTimeline
LANARK FINANCIAL, INC.3,408$1.34M0.09%-17113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,399$1.34M<0.01%-33613F-HRTimelineGroup
Keudell/Morrison Wealth Management3,399$1.34M0.25%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,380$1.33M0.43%-5613F-HRTimeline
Ironwood Investment Counsel, LLC3,368$1.33M0.17%013F-HRTimeline
Clarion Wealth Managment Partners, LLC3,352$1.32M1.07%-5613F-HRTimeline
DHJJ Financial Advisors, Ltd.3,348$1.32M0.38%013F-HRTimeline
Dakota Wealth Management3,267$1.29M0.02%-2,42213F-HRTimeline
Crestwood Advisors Group, LLC3,224$1.27M0.02%-1,07713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,219$1.27M0.11%13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.3,215$1.27M0.04%-1113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,181$1.25M0.07%+33313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,170$1.25M0.36%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,163$1.25M0.02%+4013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,155$1.24M0.02%-2613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,153$1.24M0.6%-1,22913F-HRTimeline
First Business Financial Services, Inc.3,132$1.23M0.1%013F-HRTimeline