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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

953 managers (963 13F filers) reported a position in IWO shares at 2025-03-31, 31,310,659 shares in all. 41 filers opened a position and 129 filers sold out during the quarter.

Managers
953
13F filers
963
New
41
Added
245
Reduced
376
Sold out
129
Shares held by filers
31,310,659

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bare Financial Services, Inc12,206$3.12M1.2%013F-HRTimeline
Atria Wealth Solutions, Inc.11,965$3.06M0.04%-3,10313F-HRTimeline
SIMON QUICK ADVISORS, LLC11,965$3.06M0.17%-61113F-HRTimeline
Ariston Services Group11,810$3.02M2.52%013F-HRTimeline
Tradition Wealth Management, LLC11,688$2.99M0.26%-20613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,492$2.94M<0.01%+1,91813F-HRTimelineGroup
St. Louis Trust Co11,467$2.93M0.42%013F-HRTimeline
1834 INVESTMENT ADVISORS CO11,418$2.92M0.38%-24013F-HRTimeline
Echo45 Advisors LLC11,333$2.9M1.94%+37913F-HRTimeline
Sowell Financial Services LLC11,193$2.86M0.13%new13F-HRTimeline
Golden State Wealth Management, LLC10,977$2.8M0.42%-9713F-HR/ATimeline
CFS Investment Advisory Services, LLC10,821$2.77M0.25%-42213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,799$2.76M0.18%013F-HRTimeline
Mill Creek Capital Advisors, LLC10,718$2.74M0.07%-3,00113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,671$2.73M0.29%-1,23913F-HRTimeline
LGL PARTNERS, LLC10,661$2.72M1.31%-2,39113F-HRTimeline
AdvisorNet Financial, Inc10,638$2.72M0.2%-16013F-HRTimeline
Grey Fox Wealth Advisors, LLC10,519$2.69M0.72%-7313F-HRTimeline
VANCE WEALTH, LLC10,488$2.68M1.01%+1,02813F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,345$2.64M2.47%+22213F-HRTimeline
Atlas Brown,Inc.10,313$2.64M0.92%-9313F-HRTimeline
Carnegie Investment Counsel11,273$2.6M0.06%+66313F-HRTimeline
BRIGHTON JONES LLC10,139$2.59M0.08%+20213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10,053$2.57M0.25%-15013F-HRTimelineGroup
Beacon Pointe Advisors, LLC9,944$2.54M0.03%-2,55613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC9,892$2.53M<0.01%new13F-HRTimelineGroup
Heck Capital Advisors, LLC9,767$2.5M0.28%+24113F-HRTimeline
Quantum Portfolio Management LLC9,721$2.48M1.26%-7313F-HRTimeline
Rehmann Capital Advisory Group9,426$2.41M0.15%+61513F-HRTimeline
INSTRUMENTAL WEALTH, LLC9,500$2.4M2.17%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC9,376$2.4M<0.01%+713F-HRTimelineGroup
Legacy Edge Advisors, LLC9,371$2.39M0.37%+21013F-HRTimeline
Wealthfront Advisers LLC9,287$2.37M0.01%-1,90113F-HRTimeline
FLOW TRADERS U.S. LLC9,053$2.31M0.1%new13F-HRTimeline
Clearstead Advisors, LLC9,036$2.31M0.04%+90913F-HRTimeline
Sand Hill Global Advisors, LLC8,985$2.3M0.09%+26113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,645$2.21M0.14%+38913F-HRTimelineGroup
Foundation Wealth Management, LLC\PA8,603$2.2M1.05%-58213F-HRTimeline
FineMark National Bank & Trust8,602$2.2M0.08%-11213F-HRTimeline
Relyea Zuckerberg Hanson LLC8,591$2.2M0.3%-29513F-HRTimeline
Whitegate Investment Counselors, Inc.8,455$2.16M0.77%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,440$2.16M0.03%-20013F-HRTimeline
INVESTMENT PARTNERS, LTD.8,401$2.15M0.89%-27513F-HRTimeline
VestGen Advisors, LLC8,286$2.12M0.1%13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,240$2.11M0.12%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/8,097$2.07M<0.01%+1,47013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,055$2.06M0.06%+68813F-HRTimelineGroup
Lane & Associates LLC8,049$2.06M1.11%+44413F-HRTimeline
Widmann Financial Services, Inc.8,016$2.05M1.59%+49613F-HRTimeline
Snowden Capital Advisors LLC7,662$1.96M0.06%-80813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,606$1.94M0.13%-44313F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO7,592$1.94M0.01%-39,40213F-HRTimeline
Blue Trust, Inc.7,566$1.93M0.02%+3013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,518$1.92M0.04%+1,61313F-HRTimelineGroup
Washington Trust Bank7,499$1.92M0.19%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHEMUNG CANAL TRUST CO7,403$1.89M0.42%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,084$1.88M<0.01%-8,44213F-HR/ATimelineGroup
Visionary Wealth Advisors7,341$1.88M0.11%-38213F-HRTimeline
Private Wealth Asset Management, LLC7,302$1.87M0.27%13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …7,239$1.85M0.44%-5,99113F-HRTimelineGroup
Legacy Bridge, LLC7,206$1.84M1.03%+1,20113F-HRTimeline
Sequoia Financial Advisors, LLC7,143$1.83M0.01%+4,86413F-HRTimeline
Crestwood Advisors Group, LLC7,128$1.82M0.03%+3,78713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,090$1.81M0.05%+69513F-HRTimelineGroup
Somerset Group LLC7,040$1.8M1.64%013F-HRTimeline
McAdam, LLC6,808$1.74M0.11%-34013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,760$1.73M0.03%+62613F-HRTimelineGroup
SONATA CAPITAL GROUP INC6,750$1.73M0.75%-16913F-HRTimeline
jvl associates llc6,750$1.72M0.7%013F-HRTimeline
Private Advisor Group, LLC6,669$1.7M0.01%-73213F-HRTimeline
JMG Financial Group, Ltd.6,603$1.69M0.06%013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV6,548$1.67M0.53%-26213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,391$1.63M0.09%-4613F-HRTimeline
Sigma Planning Corp6,350$1.62M0.05%-74413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,276$1.6M0.24%-36113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,257$1.6M0.1%-9013F-HRTimeline
Grey Ledge Advisors, LLC6,203$1.58M0.42%+1,35913F-HRTimeline
UMB Bank, n.a.6,145$1.57M0.03%-11413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,338$1.56M0.02%-27013F-HRTimeline
Texas Yale Capital Corp.6,078$1.55M0.06%013F-HRTimeline
Dakota Wealth Management6,077$1.55M0.04%-1,82213F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.6,022$1.54M1.53%-2413F-HRTimeline
Haverford Trust Co5,978$1.53M0.02%+713F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,965$1.52M0.42%-46213F-HRTimeline
Lighthouse Financial LLC5,960$1.52M1.31%013F-HRTimeline
TRUST POINT INC.5,921$1.51M0.14%-8113F-HRTimeline
Clayton Financial Group LLC5,901$1.51M0.55%-3713F-HRTimeline
MWA Asset Management5,863$1.5M1.04%+6013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,814$1.49M0.01%-16213F-HRTimelineGroup
Ironwood Financial, llc5,804$1.48M0.32%-5913F-HRTimeline
Alaska Permanent Fund Corp5,737$1.45M0.02%013F-HRTimeline
World Investment Advisors5,681$1.45M0.04%-16913F-HRTimeline
Eagle Strategies LLC5,635$1.44M0.25%+36613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,571$1.42M0.11%+14713F-HRTimeline
McKinley Carter Wealth Services, Inc.5,542$1.42M0.09%-33813F-HRTimeline
Connecticut Wealth Management, LLC5,505$1.41M0.07%013F-HRTimeline
Lionshead Wealth Management, LLC5,494$1.4M1.46%-1,64713F-HRTimeline
Chicago Capital, LLC5,473$1.4M0.04%+12013F-HRTimeline
Wilmington Savings Fund Society, FSB5,472$1.4M0.03%-15613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,399$1.38M0.13%-3413F-HRTimelineGroup
Eukles Asset Management5,391$1.38M0.6%-5713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,353$1.37M0.53%-1713F-HRTimeline
Meridian Wealth Management, LLC5,290$1.35M0.07%-12613F-HRTimeline
MATHER GROUP, LLC.5,280$1.35M0.02%+4913F-HRTimeline
SGL Investment Advisors, Inc.5,118$1.34M0.69%+1,20513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,200$1.33M<0.01%-40,10013F-HRTimelineGroup
Shakespeare Wealth Management, LLC5,192$1.33M0.36%-21413F-HRTimeline
Jasper Ridge Partners, L.P.5,145$1.31M0.04%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,140$1.31M0.22%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,005$1.28M0.01%-36113F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,949$1.26M0.05%+37313F-HRTimelineGroup
Total Wealth Planning, LLC4,914$1.26M0.19%-26213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,816$1.23M0.02%-9,18213F-HRTimelineGroup
EQUITABLE TRUST CO4,769$1.22M0.07%+95313F-HRTimeline
Tranquility Partners, LLC4,755$1.22M0.47%+26813F-HRTimeline
J.W. COLE ADVISORS, INC.4,753$1.21M0.04%-2,19613F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,708$1.2M0.08%-1,16613F-HRTimeline
Twin Tree Management, LP4,700$1.2M0.03%+3,98413F-HRTimeline
SilverOak Wealth Management LLC4,698$1.2M0.26%-16513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,691$1.2M0.03%-1,02713F-HRTimeline
Affinity Capital Advisors, LLC4,993$1.2M0.24%013F-HRTimeline
Vawter Financial, Ltd.4,616$1.18M0.66%-30013F-HRTimeline
BOSTON FAMILY OFFICE LLC4,601$1.18M0.08%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,601$1.18M0.07%13F-HRTimeline
Naviter Wealth, LLC4,560$1.17M0.14%013F-HRTimeline
Valeo Financial Advisors, LLC4,596$1.17M0.03%-52313F-HRTimeline
American State Bank (Iowa)4,500$1.15M0.69%+413F-HRTimeline
Compound Planning, Inc.4,488$1.15M0.05%+3,68313F-HRTimeline
Brady Martz Wealth Solutions, LLC4,452$1.14M0.26%013F-HRTimeline
APPLETON PARTNERS INC/MA4,421$1.13M0.09%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,408$1.13M0.61%+113F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,397$1.12M1.02%13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,395$1.12M0.01%+313F-HRTimelineGroup
Park Place Capital Corp4,353$1.11M0.3%-30213F-HRTimeline
B. Riley Wealth Advisors, Inc.4,267$1.09M0.03%+9413F-HRTimeline
Integrated Advisors Network LLC4,260$1.09M0.06%+19613F-HRTimeline
TOWNSQUARE CAPITAL LLC4,224$1.08M0.01%+44213F-HRTimeline
Black Swift Group, LLC4,214$1.08M0.24%-24,47013F-HRTimeline
Robertson Stephens Wealth Management, L…4,198$1.07M0.04%-6213F-HRTimeline
Clear Creek Financial Management, LLC4,166$1.06M0.11%-4113F-HRTimeline
RENASANT BANK4,123$1.05M0.7%-30213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,118$1.05M0.06%-33213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc3,574$1.03M0.34%013F-HRTimeline
Financial Sense Advisors, Inc.4,024$1.03M0.29%+46913F-HRTimeline
Veery Capital, LLC4,022$1.03M0.4%-7113F-HRTimeline
Merit Financial Group, LLC4,017$1.03M0.02%+83813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,969$1.01M0.03%-11,19313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,935$1.01M0.06%-2513F-HR/ATimelineGroup
Frederick Financial Consultants, LLC3,912$1000K0.72%-513F-HRTimeline
Cornerstone Wealth Management, LLC3,904$998K0.07%+17513F-HRTimeline
Betterment LLC3,897$996K<0.01%+26813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,881$992K0.07%-62113F-HRTimelineGroup
Bragg Financial Advisors, Inc3,856$985K0.04%-3113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,854$985K0.38%+613F-HRTimeline
Intrepid Financial Planning Group LLC3,849$984K0.46%+4113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,847$983K0.55%013F-HRTimeline
True North Advisors, LLC3,802$972K0.17%013F-HRTimeline
Stonebridge Financial Planning Group, L…3,775$965K0.44%-24313F-HRTimeline
Kingsview Wealth Management, LLC3,757$960K0.02%-10913F-HRTimeline
Guidance Point Advisors, LLC3,755$959K0.27%+1113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,708$948K0.01%+36813F-HRTimeline
Allworth Financial LP3,748$943K0.01%-1813F-HRTimeline
CENTAURUS FINANCIAL, INC.3,670$938K0.06%-4113F-HRTimeline
DIVERSIFIED TRUST CO3,647$932K0.02%-2013F-HRTimeline
Graypoint LLC3,639$930K0.06%013F-HRTimeline
INSIGHT 2811, INC.3,617$924K0.47%-18813F-HRTimeline
Armstrong, Fleming & Moore, Inc3,611$923K1.12%+1,64213F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,605$921K0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC3,575$913K0.01%-4,87513F-HRTimeline
OneDigital Investment Advisors LLC3,563$910K0.01%-24913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,557$909K0.02%-2413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,523$900K<0.01%-32,62113F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC3,509$897K0.2%+10913F-HRTimeline
DHJJ Financial Advisors, Ltd.3,489$892K0.36%013F-HRTimeline
ASPIRIANT, LLC3,486$891K0.03%013F-HRTimeline
Pointe Capital Management LLC3,443$880K0.51%+12013F-HRTimeline
Keudell/Morrison Wealth Management3,399$869K0.2%013F-HRTimeline
EASTERN BANK3,392$867K0.02%-25213F-HRTimeline
Fiduciary Alliance LLC3,392$867K0.09%+1,79813F-HRTimeline
Ironwood Investment Counsel, LLC3,381$864K0.15%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,348$856K0.03%-56213F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC3,386$855K0.09%-313F-HRTimeline
WESBANCO BANK INC3,338$853K0.03%-50213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,328$850K<0.01%013F-HRTimelineGroup
Wescott Financial Advisory Group, LLC3,324$849K0.09%+29113F-HRTimeline
Atria Investments, Inc3,309$845K0.01%-10,42313F-HRTimeline
MGO ONE SEVEN LLC3,249$830K0.03%-1,65113F-HRTimeline
LANARK FINANCIAL, INC.3,249$830K0.07%+3,24613F-HRTimeline
Prosperity Planning, Inc.3,247$830K0.26%-4413F-HRTimeline
Cadence Bank3,227$825K0.06%-14713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,217$822K0.08%013F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP3,197$817K0.05%-63013F-HRTimeline
Lindbrook Capital, LLC3,189$815K0.08%-1,03513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,170$810K0.29%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,159$807K0.33%013F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC3,137$802K0.05%-11,02613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,135$801K0.03%-6,74913F-HRTimeline
First Business Financial Services, Inc.3,132$800K0.08%013F-HRTimeline
DAVIDSON TRUST CO3,095$791K0.38%+6813F-HRTimeline
Allegheny Financial Group3,071$785K0.2%+18113F-HRTimeline