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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,042 managers (1,054 13F filers) reported a position in IWO shares at 2024-12-31, 32,448,943 shares in all. 89 filers opened a position and 51 filers sold out during the quarter.

Managers
1,042
13F filers
1,054
New
89
Added
332
Reduced
271
Sold out
51
Shares held by filers
32,448,943

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Mill Creek Capital Advisors, LLC13,719$3.95M0.09%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,511$3.89M0.03%+3413F-HRTimelineGroup
Connective Capital Management, LLC13,453$3.87M4.51%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,425$3.86M0.09%-2,89913F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,230$3.81M0.9%+1,91113F-HRTimelineGroup
Montecito Bank & Trust13,182$3.79M0.66%013F-HRTimeline
FINANCIAL COUNSELORS INC13,067$3.76M0.05%+28713F-HRTimeline
LGL PARTNERS, LLC13,052$3.76M0.55%+3913F-HRTimeline
Prospera Financial Services Inc13,035$3.75M0.09%+2,38913F-HRTimeline
Parkside Financial Bank & Trust12,779$3.68M0.49%-54013F-HRTimeline
Advisory Services Network, LLC12,766$3.67M0.07%+1,29813F-HRTimeline
SIMON QUICK ADVISORS, LLC12,576$3.62M0.22%-1,62613F-HRTimeline
Beacon Pointe Advisors, LLC12,500$3.6M0.04%+1,62613F-HRTimeline
RPg Family Wealth Advisory, LLC12,339$3.55M1.26%-45013F-HRTimeline
Bare Financial Services, Inc12,206$3.51M1.41%-5813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.11,910$3.43M0.37%-7213F-HRTimeline
Tradition Wealth Management, LLC11,894$3.42M0.3%-15213F-HRTimeline
Ariston Services Group11,810$3.4M2.95%013F-HRTimeline
1834 INVESTMENT ADVISORS CO11,658$3.36M0.42%-413F-HRTimeline
St. Louis Trust Co11,467$3.3M0.47%013F-HRTimeline
CFS Investment Advisory Services, LLC11,243$3.24M0.29%-213F-HRTimeline
Echo45 Advisors LLC10,954$3.23M2.12%+47813F-HRTimeline
Wealthfront Advisers LLC11,188$3.22M0.01%+43613F-HR/ATimeline
Golden State Wealth Management, LLC11,074$3.19M0.48%13F-HRTimeline
SVB WEALTH LLC11,072$3.19M0.06%new13F-HRTimeline
RIVERBRIDGE PARTNERS LLC11,069$3.19M0.04%+4,28613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,799$3.11M0.19%013F-HRTimeline
AdvisorNet Financial, Inc10,798$3.11M0.26%+58413F-HRTimeline
Carnegie Investment Counsel10,610$3.05M0.09%+1,42913F-HRTimeline
Grey Fox Wealth Advisors, LLC10,592$3.05M0.84%-15013F-HRTimeline
Atlas Brown,Inc.10,406$3M1.02%-6113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10,203$2.94M0.27%013F-HRTimelineGroup
STEPHEN J. GARRY & ASSOCIATES, LLC10,123$2.91M2.69%-2,46413F-HRTimeline
STEVENS CAPITAL PARTNERS10,060$2.9M1.31%-6613F-HRTimeline
BRIGHTON JONES LLC9,937$2.86M0.08%-35613F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC9,884$2.84M0.09%+4,08813F-HRTimeline
Quantum Portfolio Management LLC9,794$2.82M1.51%-3013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,574$2.76M<0.01%+8,35813F-HRTimelineGroup
Heck Capital Advisors, LLC9,526$2.74M0.31%+6,92413F-HR/ATimeline
VANCE WEALTH, LLC9,460$2.72M1.05%-32813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC9,369$2.7M<0.01%+55613F-HRTimelineGroup
Foundation Wealth Management, LLC\PA9,185$2.64M1.28%13F-HRTimeline
Legacy Edge Advisors, LLC9,161$2.64M0.42%-51713F-HRTimeline
Flagship Private Wealth, LLC9,141$2.63M1.27%+2,26113F-HRTimeline
Relyea Zuckerberg Hanson LLC8,886$2.56M0.34%+52013F-HRTimeline
Rehmann Capital Advisory Group8,811$2.54M0.16%-6413F-HRTimeline
Sand Hill Global Advisors, LLC8,724$2.51M0.11%-11213F-HRTimeline
FineMark National Bank & Trust8,714$2.51M0.09%+17113F-HRTimeline
Midwest Professional Planners, LTD.8,677$2.5M0.75%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.8,676$2.5M1.03%+23113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,640$2.49M0.04%-4013F-HRTimeline
Snowden Capital Advisors LLC8,470$2.44M0.08%+14713F-HRTimeline
Whitegate Investment Counselors, Inc.8,455$2.43M0.83%013F-HRTimeline
Integrated Wealth Concepts LLC8,450$2.43M0.03%+5,68313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,256$2.38M0.15%+58413F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC8,240$2.37M0.13%013F-HRTimeline
Geneos Wealth Management Inc.8,213$2.36M0.08%-4313F-HRTimeline
Clearstead Advisors, LLC8,127$2.34M0.04%+23213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,049$2.32M0.15%+5,90613F-HRTimelineGroup
Dakota Wealth Management7,899$2.27M0.05%+1,87113F-HRTimeline
Lane & Associates LLC7,605$2.26M1.17%+29613F-HRTimeline
Visionary Wealth Advisors7,723$2.22M0.13%-10213F-HRTimeline
TAP Consulting, LLC7,540$2.17M0.44%+1,32013F-HRTimeline
Blue Trust, Inc.7,536$2.17M0.03%+66213F-HR/ATimeline
Widmann Financial Services, Inc.7,520$2.16M1.68%+23613F-HRTimeline
Washington Trust Bank7,499$2.16M0.21%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHEMUNG CANAL TRUST CO7,403$2.13M0.44%013F-HRTimeline
Private Advisor Group, LLC7,401$2.13M0.01%-1,52713F-HRTimeline
ORG Partners LLC7,374$2.12M0.29%+73313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,367$2.12M0.06%-27513F-HRTimelineGroup
McAdam, LLC7,148$2.06M0.11%+2613F-HRTimeline
Lionshead Wealth Management, LLC7,141$2.06M1.49%13F-HRTimeline
Sigma Planning Corp7,094$2.04M0.06%+8913F-HRTimeline
Somerset Group LLC7,040$2.03M1.85%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,973$2.01M<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,949$2M0.08%+96313F-HRTimeline
SONATA CAPITAL GROUP INC6,919$1.99M0.82%-9113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV6,810$1.96M0.6%-3813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,608$1.95M0.02%013F-HRTimeline
Opal Wealth Advisors, LLC6,764$1.95M0.58%+26413F-HRTimeline
jvl associates llc6,750$1.94M0.74%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,637$1.91M0.27%-2,01713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/6,627$1.91M<0.01%013F-HRTimeline
JMG Financial Group, Ltd.6,603$1.9M0.06%+3313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,437$1.85M0.1%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.6,427$1.85M0.51%-30113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,395$1.84M0.05%-66213F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC6,347$1.83M0.1%-1013F-HRTimeline
UMB Bank, n.a.6,259$1.8M0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,134$1.77M0.03%+52213F-HRTimelineGroup
Texas Yale Capital Corp.6,078$1.75M0.07%013F-HRTimeline
Independent Advisor Alliance6,071$1.75M0.02%new13F-HRTimeline
DF DENT & CO INC6,067$1.75M0.02%new13F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.6,046$1.74M1.72%+6213F-HRTimeline
Legacy Bridge, LLC6,005$1.73M0.9%+4013F-HRTimeline
TRUST POINT INC.6,002$1.73M0.12%-513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,976$1.72M0.01%+1,35113F-HRTimelineGroup
Haverford Trust Co5,971$1.72M0.02%013F-HRTimeline
Lighthouse Financial LLC5,960$1.72M1.39%13F-HRTimeline
Clayton Financial Group LLC5,938$1.71M0.62%-67613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,905$1.7M0.03%new13F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.5,880$1.69M0.1%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,874$1.69M0.11%+5,13913F-HRTimeline
Ironwood Financial, llc5,863$1.69M0.35%-37113F-HRTimeline
World Investment Advisors5,850$1.68M0.05%+4,79713F-HRTimeline
MWA Asset Management5,803$1.67M1.11%+4313F-HRTimeline
Alaska Permanent Fund Corp5,737$1.65M0.02%-77,16113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,718$1.65M0.05%-32213F-HRTimeline
Wilmington Savings Fund Society, FSB5,628$1.62M0.03%+25913F-HRTimeline
Schonfeld Strategic Advisors LLC5,517$1.59M0.01%new13F-HRTimeline
Connecticut Wealth Management, LLC5,505$1.58M0.08%-5113F-HRTimeline
Eukles Asset Management5,448$1.57M0.67%-18313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,433$1.56M0.14%-1413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,424$1.56M0.11%+29813F-HRTimeline
Meridian Wealth Management, LLC5,416$1.56M0.07%+11613F-HRTimeline
Shakespeare Wealth Management, LLC5,406$1.56M0.42%-38813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,370$1.55M0.59%+9513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,366$1.54M0.01%-65613F-HRTimelineGroup
Chicago Capital, LLC5,353$1.54M0.04%+47113F-HRTimeline
Eagle Strategies LLC5,269$1.52M0.26%+1813F-HRTimeline
MATHER GROUP, LLC.5,231$1.51M0.02%+513F-HRTimeline
Total Wealth Planning, LLC5,176$1.49M0.23%-17313F-HRTimeline
Jasper Ridge Partners, L.P.5,145$1.48M0.05%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,140$1.48M0.24%013F-HRTimeline
Valeo Financial Advisors, LLC5,119$1.47M0.04%-63213F-HRTimeline
Affinity Capital Advisors, LLC4,993$1.46M0.28%013F-HRTimeline
Bridge City Capital, LLC5,068$1.46M0.39%+3,81713F-HRTimeline
Vawter Financial, Ltd.4,916$1.41M0.85%-6813F-HRTimeline
MGO ONE SEVEN LLC4,900$1.41M0.05%+61313F-HRTimeline
SilverOak Wealth Management LLC4,863$1.4M0.3%-19613F-HRTimeline
Grey Ledge Advisors, LLC4,844$1.39M0.36%+24213F-HRTimeline
COUNTRY CLUB BANK4,806$1.39M0.09%-75513F-HRTimeline
Qube Research & Technologies Ltd4,793$1.38M<0.01%+4,70213F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC4,704$1.35M0.7%+113F-HRTimeline
Park Place Capital Corp4,655$1.34M0.38%+30213F-HRTimeline
BOSTON FAMILY OFFICE LLC4,601$1.32M0.09%+3413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,576$1.32M0.05%+2913F-HRTimelineGroup
Naviter Wealth, LLC4,560$1.31M0.16%new13F-HRTimeline
Tranquility Partners, LLC4,487$1.3M0.49%-3913F-HRTimeline
Bleakley Financial Group, LLC4,528$1.3M0.04%-10913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,502$1.3M0.09%-10013F-HRTimelineGroup
Carlson Capital Management4,501$1.3M0.06%013F-HRTimeline
American State Bank (Iowa)4,496$1.29M0.78%-5513F-HRTimeline
Triumph Capital Management4,455$1.28M0.44%-6413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,450$1.28M0.07%+2713F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC4,452$1.28M0.31%13F-HRTimeline
RENASANT BANK4,425$1.27M0.83%+30213F-HRTimeline
APPLETON PARTNERS INC/MA4,421$1.27M0.09%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,407$1.27M0.62%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,392$1.26M0.01%+1013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…4,260$1.23M0.04%+8313F-HRTimeline
Lindbrook Capital, LLC4,224$1.22M0.11%013F-HRTimeline
&PARTNERS4,161$1.21M0.01%+1,52113F-HRTimeline
Clear Creek Financial Management, LLC4,207$1.21M0.13%+39113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,199$1.21M+2,787Timeline
B. Riley Wealth Advisors, Inc.4,173$1.2M0.04%+10613F-HRTimeline
OAK RIDGE INVESTMENTS LLC4,170$1.2M0.09%new13F-HRTimeline
American Trust4,127$1.19M0.09%new13F-HRTimeline
Veery Capital, LLC4,093$1.18M0.45%+8213F-HRTimeline
Integrated Advisors Network LLC4,064$1.17M0.06%-38313F-HRTimeline
Stonebridge Financial Planning Group, L…4,018$1.16M0.52%+86813F-HRTimeline
Zions Bancorporation, N.A.3,988$1.15M0.07%+1,14613F-HRTimeline
SGL Investment Advisors, Inc.3,913$1.14M0.58%+12413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,960$1.14M0.06%+1313F-HR/ATimelineGroup
Allworth Financial LP3,766$1.13M0.01%+20713F-HRTimeline
Frederick Financial Consultants, LLC3,917$1.13M0.9%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,910$1.13M0.04%+7413F-HRTimelineGroup
Bragg Financial Advisors, Inc3,887$1.12M0.05%-7813F-HRTimeline
Kingsview Wealth Management, LLC3,866$1.11M0.02%-57513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,848$1.11M0.4%+1413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,847$1.11M0.63%+1,31513F-HRTimeline
WESBANCO BANK INC3,840$1.11M0.04%+19613F-HRTimeline
AMI ASSET MANAGEMENT CORP3,827$1.1M0.06%-4,46513F-HRTimeline
EQUITABLE TRUST CO3,816$1.1M0.06%new13F-HRTimeline
OneDigital Investment Advisors LLC3,812$1.1M0.01%-6213F-HRTimeline
Intrepid Financial Planning Group LLC3,808$1.1M0.46%-13713F-HRTimeline
INSIGHT 2811, INC.3,805$1.1M0.56%-12413F-HRTimeline
True North Advisors, LLC3,802$1.09M0.26%013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,782$1.09M0.01%-4913F-HRTimeline
Guidance Point Advisors, LLC3,744$1.08M0.3%+4213F-HRTimeline
Cornerstone Wealth Management, LLC3,729$1.07M0.07%+66013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,711$1.07M0.07%+34113F-HRTimeline
Quantinno Capital Management LP3,684$1.06M0.01%+2,93513F-HRTimeline
Essential Planning, LLC.3,580$1.06M0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO3,667$1.06M0.03%013F-HRTimeline
EASTERN BANK3,644$1.05M0.02%013F-HRTimeline
Graypoint LLC3,639$1.05M0.06%013F-HRTimeline
Betterment LLC3,629$1.04M<0.01%-15013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,581$1.03M0.02%+70213F-HRTimelineGroup
Granahan Investment Management, LLC3,576$1.03M0.04%new13F-HRTimeline
Glass Jacobson Investment Advisors llc3,574$1.03M0.34%-15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Sense Advisors, Inc.3,555$1.02M0.34%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,496$1.01M<0.01%-14,64613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.3,489$1M0.39%013F-HRTimeline
ASPIRIANT, LLC3,486$1M0.04%+1413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,389$996K0.1%+1,52813F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC3,446$994K<0.01%new13F-HR/ATimeline
COLUMBIA ADVISORY PARTNERS LLC3,423$985K0.92%-11,39813F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,400$979K0.22%+1213F-HRTimeline
Keudell/Morrison Wealth Management3,399$978K0.25%013F-HRTimeline