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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

954 managers (964 13F filers) reported a position in IWO shares at 2025-06-30, 30,588,354 shares in all. 72 filers opened a position and 68 filers sold out during the quarter.

Managers
954
13F filers
964
New
72
Added
236
Reduced
372
Sold out
68
Shares held by filers
30,588,354

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Mill Creek Capital Advisors, LLC10,718$3.06M0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC10,609$3.03M0.03%+66513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,581$3.02M2.61%+23613F-HRTimeline
Golden State Wealth Management, LLC10,399$2.97M0.36%-57813F-HRTimeline
Atlas Brown,Inc.10,343$2.96M0.95%+3013F-HRTimeline
1834 INVESTMENT ADVISORS CO10,333$2.95M0.37%-1,08513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,299$2.94M0.17%-50013F-HRTimeline
BRIGHTON JONES LLC10,230$2.92M0.08%+9113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,076$2.88M0.3%-59513F-HRTimeline
INSTRUMENTAL WEALTH, LLC9,815$2.82M2.24%+31513F-HRTimeline
Clearstead Advisors, LLC9,823$2.81M0.04%+78713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,809$2.8M0.01%-10,65513F-HRTimeline
Grey Fox Wealth Advisors, LLC9,702$2.77M0.66%-81713F-HRTimeline
Rehmann Capital Advisory Group9,540$2.73M0.17%+11413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,416$2.69M0.01%+3,60213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,347$2.67M0.07%+1,29213F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,346$2.67M0.25%-70713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC9,339$2.67M<0.01%-3713F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/9,181$2.62M<0.01%+1,08413F-HRTimeline
Sand Hill Global Advisors, LLC8,984$2.57M0.1%-113F-HRTimeline
Wealthfront Advisers LLC8,969$2.56M0.01%-31813F-HRTimeline
Quantum Portfolio Management LLC8,730$2.5M1.19%-99113F-HRTimeline
INVESTMENT PARTNERS, LTD.8,701$2.49M0.94%+30013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,602$2.46M0.16%-4313F-HRTimelineGroup
Foundation Wealth Management, LLC\PA8,580$2.45M1.06%-2313F-HRTimeline
Widmann Financial Services, Inc.8,534$2.44M1.7%+51813F-HRTimeline
Relyea Zuckerberg Hanson LLC8,516$2.43M0.29%-7513F-HRTimeline
Geneos Wealth Management Inc.8,514$2.43M0.06%-9,12013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,484$2.43M0.46%-8,48413F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,456$2.42M0.03%+1613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding8,406$2.4M-7,829Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,378$2.39M0.09%+3,42913F-HRTimelineGroup
VestGen Advisors, LLC8,318$2.38M0.09%+3213F-HRTimeline
Dorsey & Whitney Trust CO LLC8,240$2.36M0.12%013F-HRTimeline
Legacy Edge Advisors, LLC8,088$2.31M0.31%-1,28313F-HRTimeline
Sowell Financial Services LLC8,073$2.31M0.09%-3,12013F-HRTimeline
FineMark National Bank & Trust8,030$2.3M0.08%-57213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,022$2.29M0.04%+1,26213F-HRTimelineGroup
Whitegate Investment Counselors, Inc.7,855$2.25M0.76%-60013F-HRTimeline
Blue Trust, Inc.7,779$2.22M0.03%+21313F-HRTimeline
McAdam, LLC7,563$2.16M0.12%+75513F-HRTimeline
Washington Trust Bank7,499$2.14M0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorShares Investments LLC7,400$2.12M0.38%new13F-HRTimeline
CHEMUNG CANAL TRUST CO7,321$2.09M0.44%-8213F-HRTimeline
Private Wealth Asset Management, LLC7,295$2.09M0.28%-713F-HRTimeline
Visionary Wealth Advisors7,283$2.08M0.11%-5813F-HRTimeline
Legacy Bridge, LLC7,203$2.06M0.98%-313F-HRTimeline
Sequoia Financial Advisors, LLC7,122$2.04M0.01%-2113F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.7,088$2.03M1.94%+1,06613F-HRTimeline
Gotham Asset Management, LLC7,064$2.02M0.01%+6,10613F-HRTimeline
Somerset Group LLC7,040$2.01M1.7%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,901$1.97M1.35%-14,39713F-HRTimeline
Crestwood Advisors Group, LLC6,813$1.95M0.03%-31513F-HRTimeline
SONATA CAPITAL GROUP INC6,801$1.94M0.78%+5113F-HRTimeline
Snowden Capital Advisors LLC6,762$1.93M0.06%-90013F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,751$1.93M0.03%-6,63013F-HRTimeline
jvl associates llc6,750$1.93M0.69%013F-HRTimeline
JMG Financial Group, Ltd.6,603$1.89M0.06%013F-HRTimeline
Private Advisor Group, LLC6,590$1.88M0.01%-7913F-HRTimeline
SVB WEALTH LLC6,585$1.88M0.1%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,417$1.83M0.46%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,360$1.82M0.04%-73013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…6,273$1.79M0.06%+2,07513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,225$1.78M0.21%-5113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,218$1.78M0.02%-12013F-HRTimeline
Sigma Planning Corp6,164$1.76M0.05%-18613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV6,124$1.75M0.52%-42413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,082$1.74M0.09%-17513F-HRTimeline
Texas Yale Capital Corp.6,078$1.74M0.06%013F-HRTimeline
Dakota Wealth Management5,992$1.71M0.04%-8513F-HRTimeline
Haverford Trust Co5,971$1.71M0.02%-713F-HRTimeline
Merit Financial Group, LLC5,940$1.7M0.02%+1,92313F-HRTimeline
Grey Ledge Advisors, LLC5,873$1.68M0.41%-33013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,869$1.68M<0.01%-1,21513F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,764$1.65M0.11%+19313F-HRTimeline
World Investment Advisors5,740$1.64M0.04%+5913F-HRTimeline
Shakespeare Wealth Management, LLC5,735$1.64M0.44%+54313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/5,651$1.62M0.08%-74013F-HRTimeline
Lighthouse Financial LLC5,610$1.6M1.23%-35013F-HRTimeline
SGL Investment Advisors, Inc.5,540$1.6M0.76%+42213F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,593$1.6M0.41%-37213F-HRTimeline
MMA ASSET MANAGEMENT LLC5,549$1.59M0.61%-15,11613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,394$1.54M0.13%-513F-HRTimelineGroup
Eagle Strategies LLC5,389$1.54M0.23%-24613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,293$1.51M0.56%-6013F-HRTimeline
Connecticut Wealth Management, LLC5,288$1.51M0.07%-21713F-HRTimeline
Eukles Asset Management5,276$1.51M0.62%-11513F-HRTimeline
McKinley Carter Wealth Services, Inc.5,246$1.5M0.08%-29613F-HRTimeline
Meridian Wealth Management, LLC5,191$1.48M0.06%-9913F-HRTimeline
Ironwood Financial, llc5,804$1.48M0.32%013F-HRTimeline
EQUITABLE TRUST CO5,168$1.48M0.07%+39913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,158$1.47M<0.01%-54,05613F-HRTimelineGroup
Jasper Ridge Partners, L.P.5,145$1.47M0.04%013F-HRTimeline
MATHER GROUP, LLC.5,140$1.47M0.02%-14013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,140$1.47M0.22%013F-HRTimeline
UMB Bank, n.a.5,131$1.47M0.02%-1,01413F-HR/ATimeline
Chicago Capital, LLC5,112$1.46M0.04%-36113F-HRTimeline
Affinity Capital Advisors, LLC4,993$1.43M0.25%013F-HRTimeline
TRUST POINT INC.4,947$1.41M0.13%-97413F-HRTimeline
Arax Advisory Partners2,275$1.41M0.06%-73913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,852$1.39M0.02%+2,12213F-HRTimelineGroup
MWA Asset Management4,793$1.37M0.84%-1,07013F-HRTimeline
Lewis Asset Management, LLC4,776$1.37M0.64%new13F-HRTimeline
Valeo Financial Advisors, LLC4,733$1.35M0.03%+13713F-HR/ATimeline
Tranquility Partners, LLC4,731$1.35M0.48%-2413F-HRTimeline
Total Wealth Planning, LLC4,694$1.34M0.17%-22013F-HRTimeline
American State Bank (Iowa)4,672$1.34M0.74%+17213F-HRTimeline
J.W. COLE ADVISORS, INC.4,642$1.33M0.03%-11113F-HRTimeline
SilverOak Wealth Management LLC4,626$1.32M0.25%-7213F-HRTimeline
Atria Wealth Solutions, Inc.4,564$1.3M0.03%-7,40113F-HRTimeline
Naviter Wealth, LLC4,560$1.3M0.16%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,516$1.29M0.01%-48913F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC4,441$1.27M0.08%-16013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,422$1.26M0.27%-2,81713F-HRTimelineGroup
APPLETON PARTNERS INC/MA4,416$1.26M0.09%-513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,408$1.26M0.65%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,397$1.26M1.1%013F-HR/ATimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,397$1.26M0.01%+213F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC4,367$1.25M<0.01%-10,29013F-HR/ATimelineGroup
Armstrong, Fleming & Moore, Inc4,298$1.23M0.67%+68713F-HRTimeline
Brady Martz Wealth Solutions, LLC4,262$1.22M0.24%-19013F-HRTimeline
Allworth Financial LP4,131$1.18M0.01%+38313F-HRTimeline
Integrated Advisors Network LLC4,101$1.17M0.05%-15913F-HRTimeline
Navis Wealth Advisors, LLC4,035$1.15M0.97%+1,50013F-HRTimeline
Veery Capital, LLC4,020$1.15M0.4%-213F-HRTimeline
RENASANT BANK4,016$1.15M0.77%-10713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,000$1.14M<0.01%new13F-HRTimeline
Pointe Capital Management LLC3,992$1.14M0.59%+54913F-HRTimeline
Clear Creek Financial Management, LLC3,930$1.12M0.11%-23613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,915$1.12M0.07%+24513F-HRTimeline
Frederick Financial Consultants, LLC3,912$1.12M0.69%013F-HRTimeline
Cornerstone Wealth Management, LLC3,902$1.12M0.07%-213F-HRTimeline
Clarion Wealth Managment Partners, LLC3,893$1.11M1.22%13F-HRTimeline
Bragg Financial Advisors, Inc3,886$1.11M0.04%+3013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,875$1.11M<0.01%+2,37513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,831$1.1M0.01%+12313F-HRTimeline
Strategic Wealth Partners, Ltd.3,788$1.08M0.09%13F-HRTimeline
Intrepid Financial Planning Group LLC3,786$1.08M0.45%-6313F-HRTimeline
Betterment LLC3,777$1.08M<0.01%-12013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC3,770$1.08M0.33%+1,04513F-HRTimeline
Sterling Capital Management LLC3,763$1.08M0.02%+1,61513F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,745$1.07M0.07%-13613F-HRTimelineGroup
INSIGHT 2811, INC.3,731$1.07M0.51%+11413F-HRTimeline
Stonebridge Financial Planning Group, L…3,694$1.06M0.44%-8113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,675$1.05M0.38%-17913F-HRTimeline
True North Advisors, LLC3,658$1.05M0.2%-14413F-HRTimeline
Wescott Financial Advisory Group, LLC3,656$1.05M0.1%+33213F-HRTimeline
Kingsview Wealth Management, LLC3,646$1.04M0.02%-11113F-HRTimeline
Graypoint LLC3,639$1.04M0.06%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,617$1.03M0.2%+10813F-HRTimeline
DIVERSIFIED TRUST CO3,607$1.03M0.02%-4013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,603$1.03M0.02%+4613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC3,530$1.01M0.02%-1,16113F-HRTimeline
ASPIRIANT, LLC3,504$1M0.03%+1813F-HRTimeline
Guidance Point Advisors, LLC3,497$1M0.26%-25813F-HRTimeline
DHJJ Financial Advisors, Ltd.3,489$997K0.36%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,471$992K0.03%+33613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,847$983K0.55%013F-HRTimeline
Ironwood Investment Counsel, LLC3,434$982K0.15%+5313F-HRTimeline
Glass Jacobson Investment Advisors llc3,434$982K0.38%-14013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,423$979K0.04%+66613F-HRTimelineGroup
LANARK FINANCIAL, INC.3,401$972K0.08%+15213F-HRTimeline
Keudell/Morrison Wealth Management3,399$972K0.22%013F-HRTimeline
&PARTNERS3,408$968K0.01%+38113F-HRTimeline
Ashton Thomas Private Wealth, LLC3,363$961K0.03%+82113F-HRTimeline
American Trust3,362$961K0.09%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,282$958K0.09%-10413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,342$955K0.03%-613F-HRTimelineGroup
OneDigital Investment Advisors LLC3,336$954K0.01%-22713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,328$951K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC3,316$948K0.01%-25913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,316$948K0.05%-61913F-HRTimelineGroup
DAVIDSON TRUST CO3,312$947K0.44%+21713F-HRTimeline
Advisory Services Network, LLC3,257$945K0.02%-9,31813F-HRTimeline
EASTERN BANK3,285$939K0.02%-10713F-HRTimeline
WESBANCO BANK INC3,269$934K0.03%-6913F-HRTimeline
First Bancorp, Inc /ME/3,260$932K0.54%+1,00013F-HRTimeline
Prosperity Planning, Inc.3,239$926K0.27%-813F-HRTimeline
MGO ONE SEVEN LLC3,226$922K0.03%-2313F-HRTimeline
Cadence Bank3,222$921K0.06%-513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,217$920K0.09%013F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC3,177$908K0.05%+4013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,170$906K0.31%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,159$903K0.33%013F-HRTimeline
First Business Financial Services, Inc.3,132$895K0.08%013F-HRTimeline
AdvisorNet Financial, Inc3,100$886K0.06%-7,53813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,099$886K<0.01%-95,04813F-HRTimelineGroup
Allegheny Financial Group3,073$879K0.2%+213F-HRTimeline
Quadcap Wealth Management, LLC3,059$874K0.11%+1613F-HRTimeline
NorthRock Partners, LLC3,040$869K0.02%+60713F-HR/ATimeline
Disciplined Investments, LLC3,027$865K0.37%+113F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,000$858K0.02%013F-HRTimeline
David Wealth Management LLC2,978$851K0.63%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,955$845K0.02%+9313F-HRTimeline
HBK Sorce Advisory LLC2,902$830K0.02%-8113F-HRTimeline
Independent Advisor Alliance2,876$822K0.02%new13F-HRTimeline
Garde Capital, Inc.2,875$822K0.04%-1613F-HRTimeline
JFS WEALTH ADVISORS, LLC2,866$819K0.05%+8913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,861$818K0.03%013F-HRTimeline
Glenview Trust Co2,822$807K0.01%013F-HRTimeline