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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

985 managers (994 13F filers) reported a position in IWO shares at 2025-09-30, 30,119,678 shares in all. 92 filers opened a position and 48 filers sold out during the quarter.

Managers
985
13F filers
994
New
92
Added
272
Reduced
309
Sold out
48
Shares held by filers
30,119,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MV CAPITAL MANAGEMENT, INC.10,055$3.22M0.31%-2113F-HRTimeline
Golden State Wealth Management, LLC10,035$3.21M0.35%-36413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/9,956$3.19M<0.01%+77513F-HRTimeline
Clearstead Advisors, LLC9,949$3.18M0.05%+12613F-HRTimeline
Prospera Financial Services Inc9,887$3.17M0.05%-2,64313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,843$3.15M0.08%+49613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,819$3.14M0.04%-5,84313F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC9,694$3.1M0.63%-813F-HRTimeline
Rehmann Capital Advisory Group9,493$3.04M0.17%-4713F-HRTimeline
GTS SECURITIES LLC9,393$3.01M0.12%-15,19313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,346$2.99M0.25%013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC9,346$2.99M<0.01%+713F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC9,326$2.98M0.05%+2,57513F-HRTimeline
Widmann Financial Services, Inc.9,109$2.92M1.83%+57513F-HRTimeline
Sand Hill Global Advisors, LLC8,984$2.88M0.1%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding8,943$2.86M+537Timeline
Sowell Financial Services LLC8,852$2.83M0.11%+77913F-HRTimeline
INVESTMENT PARTNERS, LTD.8,841$2.83M1%+14013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,787$2.81M0.1%+40913F-HRTimelineGroup
ASHFORD CAPITAL MANAGEMENT INC8,774$2.81M0.31%new13F-HRTimeline
VestGen Advisors, LLC8,707$2.79M0.09%+38913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,629$2.76M<0.01%-24,20313F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,598$2.75M0.01%-1,21113F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,484$2.72M0.48%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,440$2.7M0.04%-1613F-HRTimeline
Wealthfront Advisers LLC8,384$2.68M0.01%-58513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,354$2.67M0.14%-24813F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO8,353$2.67M0.33%-1,98013F-HRTimeline
Relyea Zuckerberg Hanson LLC8,309$2.66M0.28%-20713F-HRTimeline
Dorsey & Whitney Trust CO LLC8,240$2.64M0.14%013F-HRTimeline
My Personal CFO, LLC8,129$2.6M1.01%new13F-HRTimeline
Foundation Wealth Management, LLC\PA8,129$2.6M1.01%-45113F-HRTimeline
Legacy Edge Advisors, LLC8,078$2.59M0.3%-1013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,044$2.57M0.04%+2213F-HRTimelineGroup
Whitegate Investment Counselors, Inc.7,855$2.51M0.83%013F-HRTimeline
Blue Trust, Inc.7,764$2.48M0.03%-1513F-HRTimeline
FineMark National Bank & Trust7,694$2.46M0.08%-33613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,632$2.44M0.01%+4,53313F-HRTimelineGroup
Geneos Wealth Management Inc.7,613$2.44M0.06%-90113F-HRTimeline
Washington Trust Bank7,499$2.4M0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHEMUNG CANAL TRUST CO7,321$2.34M0.47%013F-HRTimeline
Private Wealth Asset Management, LLC7,287$2.33M0.28%-813F-HRTimeline
Legacy Bridge, LLC7,232$2.31M0.96%+2913F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC7,201$2.3M1.47%+30013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,164$2.29M<0.01%-25,38213F-HRTimelineGroup
Visionary Wealth Advisors7,091$2.27M0.11%-19213F-HRTimeline
Gotham Asset Management, LLC7,064$2.26M0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,007$2.24M0.11%-5,12013F-HRTimeline
Grey Ledge Advisors, LLC6,854$2.19M0.5%+98113F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.6,839$2.19M1.96%-24913F-HRTimeline
Crestwood Advisors Group, LLC6,795$2.17M0.04%-1813F-HRTimeline
Private Advisor Group, LLC6,773$2.17M0.01%+18313F-HRTimeline
jvl associates llc6,750$2.16M0.71%013F-HRTimeline
SONATA CAPITAL GROUP INC6,743$2.16M0.8%-5813F-HRTimeline
JMG Financial Group, Ltd.6,695$2.14M0.06%+9213F-HRTimeline
SGL Investment Advisors, Inc.6,411$2.11M0.88%+87113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,567$2.1M<0.01%+69813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,482$2.07M0.04%+12213F-HRTimelineGroup
Snowden Capital Advisors LLC6,456$2.07M0.06%-30613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,218$2.03M0.02%013F-HRTimeline
McAdam, LLC6,137$1.96M0.1%-1,42613F-HRTimeline
Robertson Stephens Wealth Management, L…6,130$1.96M0.06%-14313F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV6,128$1.96M0.54%+413F-HRTimeline
Texas Yale Capital Corp.6,078$1.95M0.06%013F-HRTimeline
Sigma Planning Corp6,055$1.94M0.06%-10913F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC6,008$1.92M0.1%+2,83113F-HRTimeline
Somerset Group LLC5,990$1.92M1.52%-1,05013F-HRTimeline
Dakota Wealth Management5,989$1.92M0.04%-313F-HR/ATimeline
Haverford Trust Co5,971$1.91M0.02%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,970$1.91M0.1%-11213F-HRTimeline
Sequoia Financial Advisors, LLC5,934$1.9M0.01%-1,18813F-HRTimeline
Merit Financial Group, LLC5,916$1.89M0.02%-2413F-HR/ATimeline
Ironwood Financial, llc5,792$1.85M0.33%-1213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,787$1.85M0.12%+2313F-HRTimeline
Transcendent Capital Group LLC5,685$1.82M0.81%new13F-HRTimeline
World Investment Advisors5,665$1.81M0.04%-7513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/5,651$1.81M0.09%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,225$1.78M0.21%013F-HRTimeline
Shakespeare Wealth Management, LLC5,510$1.76M0.4%-22513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,394$1.73M0.12%013F-HRTimelineGroup
Eagle Strategies LLC5,394$1.73M0.23%+513F-HRTimeline
OneDigital Investment Advisors LLC5,369$1.72M0.02%+2,03313F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,360$1.72M0.01%-35,99013F-HR/ATimeline
Eukles Asset Management5,352$1.71M0.67%+7613F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,307$1.7M0.41%-28613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,298$1.7M0.57%+513F-HRTimeline
Connecticut Wealth Management, LLC5,288$1.69M0.08%013F-HRTimeline
SVB WEALTH LLC5,217$1.67M0.09%-1,36813F-HRTimeline
EQUITABLE TRUST CO5,169$1.65M0.08%+113F-HRTimeline
Jasper Ridge Partners, L.P.5,145$1.65M0.04%013F-HRTimeline
McKinley Carter Wealth Services, Inc.5,128$1.64M0.09%-11813F-HRTimeline
MATHER GROUP, LLC.5,127$1.64M0.02%-1313F-HRTimeline
Sterling Capital Management LLC5,100$1.63M0.02%+1,33713F-HRTimeline
CONNABLE OFFICE INC5,051$1.62M0.15%new13F-HRTimeline
Lewis Asset Management, LLC5,036$1.61M0.66%+26013F-HRTimeline
Total Wealth Planning, LLC4,968$1.59M0.18%+27413F-HRTimeline
Affinity Capital Advisors, LLC4,868$1.57M0.24%-12513F-HRTimeline
UMB Bank, n.a.4,909$1.57M0.02%-22213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chicago Capital, LLC4,851$1.55M0.04%-26113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,841$1.55M0.02%-1113F-HRTimelineGroup
TRUST POINT INC.4,805$1.54M0.12%-14213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,784$1.53M0.01%+95313F-HRTimeline
MWA Asset Management4,746$1.52M0.84%-4713F-HRTimeline
Tranquility Partners, LLC4,719$1.51M0.51%-1213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.4,715$1.51M0.22%-42513F-HRTimeline
APPLETON PARTNERS INC/MA4,639$1.49M0.1%+22313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.4,639$1.48M0.73%+79213F-HRTimeline
Meridian Wealth Management, LLC4,620$1.48M0.06%-57113F-HRTimeline
Vawter Financial, Ltd.4,616$1.48M0.67%new13F-HR/ATimeline
American State Bank (Iowa)4,609$1.48M0.75%-6313F-HRTimeline
Valeo Financial Advisors, LLC4,605$1.47M0.03%-12813F-HRTimeline
J.W. COLE ADVISORS, INC.4,603$1.47M0.03%-3913F-HRTimeline
Pointe Capital Management LLC4,570$1.46M0.72%+57813F-HRTimeline
Naviter Wealth, LLC4,560$1.46M0.17%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,477$1.43M0.01%-3913F-HRTimelineGroup
Lighthouse Financial LLC4,460$1.43M0.94%-1,15013F-HRTimeline
BOSTON FAMILY OFFICE LLC4,441$1.42M0.09%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,408$1.41M0.68%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,399$1.41M0.02%+213F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC4,397$1.41M1.16%013F-HRTimeline
Elevated Capital Advisors, LLC4,332$1.39M0.34%+1,41413F-HRTimeline
SilverOak Wealth Management LLC4,330$1.39M0.23%-29613F-HRTimeline
Armstrong, Fleming & Moore, Inc4,300$1.38M0.66%+213F-HRTimeline
Brady Martz Wealth Solutions, LLC4,262$1.36M0.25%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,212$1.35M0.23%-21013F-HRTimelineGroup
Allworth Financial LP4,167$1.33M0.01%+3613F-HRTimeline
Atria Investments, Inc4,155$1.33M0.02%+2,01413F-HRTimeline
Cornerstone Wealth Management, LLC4,102$1.31M0.07%+20013F-HRTimeline
Integrated Advisors Network LLC4,089$1.31M0.05%-1213F-HRTimeline
Navis Wealth Advisors, LLC4,035$1.29M0.97%013F-HRTimeline
Krilogy Financial LLC3,949$1.29M0.05%new13F-HRTimeline
Veery Capital, LLC4,020$1.29M0.41%013F-HRTimeline
MMA ASSET MANAGEMENT LLC3,964$1.27M0.42%-1,58513F-HRTimeline
Frederick Financial Consultants, LLC3,912$1.25M0.7%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,884$1.24M0.06%-3113F-HRTimeline
&PARTNERS3,873$1.24M0.01%+46513F-HRTimeline
Wescott Financial Advisory Group, LLC3,860$1.24M0.11%+20413F-HRTimeline
Bragg Financial Advisors, Inc3,856$1.23M0.04%-3013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,763$1.2M<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC3,762$1.2M0.02%+11613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,736$1.2M0.04%+31313F-HRTimelineGroup
INSIGHT 2811, INC.3,735$1.2M0.53%+413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,724$1.19M0.03%+19413F-HRTimeline
Strategic Wealth Partners, Ltd.3,712$1.19M0.09%-7613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,705$1.19M0.08%-4013F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC3,671$1.17M0.33%-9913F-HRTimeline
Intrepid Financial Planning Group LLC3,649$1.17M0.45%-13713F-HRTimeline
DIVERSIFIED TRUST CO3,607$1.15M0.02%013F-HRTimeline
Independent Advisor Alliance3,592$1.15M0.03%+71613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,590$1.15M0.03%+11913F-HRTimeline
Clarion Wealth Managment Partners, LLC3,581$1.15M1.13%-31213F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,555$1.14M0.19%-6213F-HRTimeline
DAVIDSON TRUST CO3,519$1.13M0.46%+20713F-HRTimeline
Stonebridge Financial Planning Group, L…3,514$1.12M0.42%-18013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,491$1.12M0.05%+17513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.3,489$1.12M0.38%013F-HRTimeline
American Trust3,488$1.12M0.09%+12613F-HRTimeline
Advisory Services Network, LLC3,483$1.11M0.02%+22613F-HRTimeline
LANARK FINANCIAL, INC.3,476$1.11M0.09%+7513F-HRTimeline
Quantinno Capital Management LP3,469$1.11M<0.01%+2,46913F-HRTimeline
Glass Jacobson Investment Advisors llc3,469$1.11M0.4%+3513F-HRTimeline
Guidance Point Advisors, LLC3,456$1.11M0.27%-4113F-HRTimeline
ASPIRIANT, LLC3,446$1.1M0.03%-5813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,392$1.09M0.39%-28313F-HRTimeline
SHAKER INVESTMENTS LLC/OH3,385$1.08M0.43%+2,64213F-HRTimeline
WESBANCO BANK INC3,379$1.08M0.03%+11013F-HRTimeline
Ironwood Investment Counsel, LLC3,354$1.07M0.16%-8013F-HRTimeline
Quadcap Wealth Management, LLC3,354$1.07M0.13%+29513F-HRTimeline
HBK Sorce Advisory LLC3,201$1.07M0.03%+29913F-HR/ATimeline
Fortitude Family Office, LLC3,350$1.07M0.29%new13F-HRTimeline
MGO ONE SEVEN LLC3,276$1.05M0.02%+5013F-HRTimeline
First Bancorp, Inc /ME/3,260$1.04M0.56%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,259$1.04M0.03%-8313F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC3,239$1.04M0.08%-4313F-HRTimeline
Parallel Advisors, LLC3,237$1.04M0.02%+94813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,233$1.03M0.02%-37013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,217$1.03M0.09%013F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…3,203$1.03M0.16%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,170$1.01M0.32%013F-HRTimeline
Cadence Bank3,168$1.01M0.06%-5413F-HRTimeline
EASTERN BANK3,162$1.01M0.02%-12313F-HRTimeline
Prosperity Planning, Inc.3,161$1.01M0.27%-7813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,159$1.01M0.32%013F-HRTimeline
Allegheny Financial Group3,138$1M0.19%+6513F-HRTimeline
First Business Financial Services, Inc.3,132$1M0.09%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,123$999K0.02%+1,98013F-HRTimeline
HRT FINANCIAL LP3,123$999K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,093$990K0.01%+2,29213F-HRTimeline
FAS Wealth Partners, Inc.3,034$971K0.07%+28713F-HRTimeline
Disciplined Investments, LLC3,033$971K0.39%+613F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,000$960K0.03%013F-HRTimeline
RENASANT BANK2,997$959K0.61%-1,01913F-HRTimeline
Fiduciary Alliance LLC2,993$958K0.06%+24413F-HRTimeline
NorthRock Partners, LLC2,970$951K0.02%-7013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,894$926K0.02%-6113F-HRTimeline
Garde Capital, Inc.2,875$920K0.05%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,873$920K0.05%+713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,861$916K0.03%013F-HRTimeline
Betterment LLC2,845$911K<0.01%-93213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,821$903K0.03%+12513F-HRTimeline