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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,054 managers (1,065 13F filers) reported a position in IWO shares at 2025-12-31, 31,735,559 shares in all. 79 filers opened a position and 50 filers sold out during the quarter.

Managers
1,054
13F filers
1,065
New
79
Added
327
Reduced
291
Sold out
50
Shares held by filers
31,735,559

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Lido Advisors, LLCin group Lido Advisors, LLC11,738$3.77M0.01%+1,05413F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,579$3.74M0.17%+4,57213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,480$3.71M0.01%+10,38013F-HRTimeline
Quantum Portfolio Management LLC11,475$3.71M1.64%-7,18213F-HRTimeline
St. Louis Trust Co11,467$3.7M0.42%013F-HRTimeline
SACKS & ASSOCIATES, LLC11,397$3.68M2.7%13F-HRTimeline
SIMON QUICK ADVISORS, LLC11,205$3.62M0.16%-53213F-HRTimeline
FineMark National Bank & Trust11,121$3.59M0.11%+3,42713F-HRTimeline
Midwest Trust Co11,096$3.58M0.04%-30113F-HRTimeline
Janney Montgomery Scott LLC10,629$3.43M0.01%-1,36213F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,435$3.37M2.67%-16513F-HRTimeline
CFS Investment Advisory Services, LLC10,415$3.36M0.25%-26013F-HRTimeline
Atlas Brown,Inc.10,347$3.34M0.99%+213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,299$3.33M0.18%013F-HRTimeline
Parkside Financial Bank & Trust10,155$3.28M0.25%-7613F-HRTimeline
Midwest Professional Planners, LTD.10,143$3.28M0.78%new13F-HRTimeline
Rehmann Capital Advisory Group10,021$3.24M0.17%+52813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,005$3.23M0.08%+16213F-HRTimelineGroup
Clearstead Advisors, LLC9,999$3.23M0.04%+5013F-HRTimeline
Golden State Wealth Management, LLC9,856$3.18M0.34%-17913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC9,708$3.14M<0.01%+36213F-HRTimelineGroup
VestGen Advisors, LLC9,551$3.08M0.13%+84413F-HRTimeline
Wealthfront Advisers LLC9,507$3.07M0.01%+1,12313F-HRTimeline
Trilogy Capital Inc.9,472$3.06M0.14%+7,40613F-HRTimeline
Grey Fox Wealth Advisors, LLC9,351$3.02M0.62%-34313F-HRTimeline
Arkadios Wealth Advisors9,317$3.01M0.06%+6,49913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,238$2.98M0.23%-10813F-HRTimelineGroup
Widmann Financial Services, Inc.9,194$2.97M1.82%+8513F-HRTimeline
BBR PARTNERS, LLC9,163$2.96M0.16%new13F-HRTimeline
Geneos Wealth Management Inc.9,143$2.95M0.07%+1,53013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,128$2.95M0.11%+34113F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.9,119$2.95M0.28%-93613F-HRTimeline
Callan Family Office, LLC9,117$2.94M0.06%+8,39413F-HRTimeline
Sand Hill Global Advisors, LLC8,984$2.9M0.1%013F-HRTimeline
Mill Creek Capital Advisors, LLC8,964$2.9M0.06%-2,65513F-HRTimeline
Global Retirement Partners, LLC8,888$2.87M0.05%+7,79313F-HRTimeline
INVESTMENT PARTNERS, LTD.8,746$2.83M0.99%-9513F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,484$2.74M0.45%013F-HRTimeline
Sowell Financial Services LLC8,443$2.73M0.1%-40913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,440$2.73M0.04%013F-HRTimeline
TICINO WEALTH8,423$2.72M1.01%13F-HRTimeline
1834 INVESTMENT ADVISORS CO8,308$2.68M0.34%-4513F-HRTimeline
Dorsey & Whitney Trust CO LLC8,240$2.66M0.14%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,054$2.6M0.03%+1013F-HRTimelineGroup
Dakota Wealth Management8,043$2.6M0.05%+2,05413F-HR/ATimeline
Arax Advisory Partners7,983$2.58M0.08%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC7,937$2.56M0.26%-37213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,874$2.54M0.07%+7,24313F-HRTimelineGroup
Blue Trust, Inc.7,864$2.54M0.03%+10013F-HRTimeline
Whitegate Investment Counselors, Inc.7,823$2.53M0.79%-3213F-HRTimeline
Legacy Edge Advisors, LLC7,788$2.52M0.28%-29013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,675$2.48M0.15%-67913F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC7,560$2.44M0.01%-28,60013F-HRTimeline
Washington Trust Bank7,499$2.42M0.17%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Snowden Capital Advisors LLC7,469$2.41M0.06%+1,01313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding7,461$2.41M-1,482Timeline
Legacy Bridge, LLC7,332$2.37M0.96%+10013F-HRTimeline
CHEMUNG CANAL TRUST CO7,321$2.36M0.47%013F-HRTimeline
One Capital Management, LLC7,292$2.36M0.07%-18,84713F-HRTimeline
Atria Investments, Inc7,291$2.36M0.03%+3,13613F-HRTimeline
SGL Investment Advisors, Inc.7,228$2.35M0.94%+81713F-HRTimeline
Gotham Asset Management, LLC7,064$2.28M0.01%013F-HRTimeline
Private Wealth Asset Management, LLC6,987$2.26M0.25%-30013F-HRTimeline
Index Technologies Group LLC6,968$2.25M2.35%13F-HRTimeline
Private Advisor Group, LLC6,959$2.25M0.01%+18613F-HRTimeline
Visionary Wealth Advisors6,927$2.24M0.1%-16413F-HRTimeline
Grey Ledge Advisors, LLC6,920$2.24M0.51%+6613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.6,882$2.22M1.89%+4313F-HRTimeline
jvl associates llc6,750$2.18M0.71%013F-HRTimeline
World Investment Advisors6,739$2.18M0.04%+1,07413F-HR/ATimeline
SONATA CAPITAL GROUP INC6,737$2.18M0.79%-613F-HRTimeline
JMG Financial Group, Ltd.6,663$2.15M0.06%-3213F-HRTimeline
DF DENT & CO INC6,534$2.11M0.03%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,088$2.11M0.02%-13013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,449$2.08M0.28%new13F-HRTimeline
Merit Financial Group, LLC6,412$2.07M0.02%+49613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,370$2.06M<0.01%-19713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,354$2.05M0.04%-12813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,282$2.03M<0.01%+2,51913F-HRTimelineGroup
Somerset Group LLC5,990$2.02M1.52%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,094$1.97M0.01%+1,61713F-HRTimelineGroup
Texas Yale Capital Corp.6,078$1.96M0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…6,064$1.96M0.06%-6613F-HRTimeline
Sequoia Financial Advisors, LLC6,057$1.96M0.01%+12313F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,052$1.95M1.17%-1,14913F-HRTimeline
Haverford Trust Co5,971$1.93M0.02%013F-HRTimeline
Sigma Planning Corp5,956$1.92M0.05%-9913F-HRTimeline
Elevated Capital Advisors, LLC5,891$1.9M0.44%+1,55913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,889$1.9M0.09%-8113F-HRTimeline
Integrated Wealth Concepts LLC5,882$1.9M0.02%+3,22813F-HRTimeline
Intrua Financial, LLC5,858$1.89M0.21%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,846$1.89M0.05%-7,37613F-HRTimeline
McAdam, LLC5,802$1.87M0.09%-33513F-HRTimeline
Quantinno Capital Management LP5,747$1.86M<0.01%+2,27813F-HRTimeline
Kelsey Financial, LLC5,701$1.84M1.58%13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,650$1.83M0.19%-57513F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC5,293$1.82M0.12%new13F-HRTimelineGroup
Foundation Wealth Management, LLC\PA5,632$1.82M0.66%-2,49713F-HRTimeline
Meramec Financial Planners, LLC5,335$1.81M0.71%13F-HRTimeline
Mach-1 Financial Group, LLC5,531$1.79M0.37%new13F-HRTimeline
Crestwood Advisors Group, LLC5,499$1.78M0.03%-1,29613F-HRTimeline
Ironwood Financial, llc5,141$1.77M0.3%-65113F-HRTimeline
Cornerstone Wealth Management, LLC5,481$1.77M0.09%+1,37913F-HRTimeline
Shakespeare Wealth Management, LLC5,464$1.76M0.39%-4613F-HRTimeline
DECISION INVESTMENTS, INC5,439$1.76M1.92%13F-HRTimeline
Eagle Strategies LLC5,404$1.75M0.22%+1013F-HRTimeline
Navis Wealth Advisors, LLC5,396$1.74M0.74%+1,36113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,394$1.74M0.12%013F-HRTimelineGroup
Connecticut Wealth Management, LLC5,288$1.71M0.07%013F-HRTimeline
Eukles Asset Management5,271$1.7M0.66%-8113F-HRTimeline
Stronghold Wealth Management L.L.C.5,254$1.7M2.51%13F-HRTimeline
EQUITABLE TRUST CO5,230$1.69M0.08%+6113F-HRTimeline
OneDigital Investment Advisors LLC5,168$1.67M0.02%-20113F-HRTimeline
Risk Paradigm Group, LLC5,166$1.67M1.61%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,152$1.66M0.09%-63513F-HRTimeline
Jasper Ridge Partners, L.P.5,145$1.66M0.04%013F-HRTimeline
Lewis Asset Management, LLC5,136$1.66M0.68%+10013F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,122$1.65M0.38%-18513F-HRTimeline
MATHER GROUP, LLC.5,117$1.65M0.02%-1013F-HRTimeline
Heck Capital Advisors, LLC5,097$1.65M0.12%+2,78113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,056$1.63M0.54%-24213F-HRTimeline
RPg Family Wealth Advisory, LLC5,053$1.63M0.36%-6,76813F-HRTimeline
CONNABLE OFFICE INC5,051$1.63M0.15%013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,966$1.6M0.09%-16213F-HRTimeline
American State Bank (Iowa)4,951$1.6M0.77%+34213F-HRTimeline
Meridian Wealth Management, LLC4,886$1.58M0.06%+26613F-HRTimeline
Affinity Capital Advisors, LLC4,868$1.57M0.22%013F-HRTimeline
Wescott Financial Advisory Group, LLC4,819$1.56M0.14%+95913F-HRTimeline
TRUST POINT INC.4,805$1.55M0.12%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,739$1.53M0.01%-4513F-HRTimeline
Pointe Capital Management LLC4,734$1.53M0.76%+16413F-HRTimeline
UMB Bank, n.a.4,732$1.53M0.02%-17713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,719$1.52M<0.01%-2,44513F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.4,715$1.52M0.22%013F-HRTimeline
MWA Asset Management4,698$1.52M0.85%-4813F-HRTimeline
Tranquility Partners, LLC4,677$1.51M0.54%-4213F-HRTimeline
APPLETON PARTNERS INC/MA4,639$1.5M0.1%013F-HRTimeline
Vawter Financial, Ltd.4,561$1.47M0.62%-5513F-HR/ATimeline
Naviter Wealth, LLC4,560$1.47M0.19%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,549$1.47M<0.01%new13F-HRTimelineGroup
Chicago Capital, LLC4,478$1.45M0.04%-37313F-HRTimeline
Lighthouse Financial LLC4,460$1.44M0.94%013F-HRTimeline
BOSTON FAMILY OFFICE LLC4,441$1.43M0.09%013F-HRTimeline
Farther Finance Advisors, LLC4,408$1.42M0.02%+1,31513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,408$1.42M0.61%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,404$1.42M0.02%+513F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC4,397$1.42M1.13%013F-HRTimeline
SilverOak Wealth Management LLC4,353$1.41M0.22%+2313F-HRTimeline
J.W. COLE ADVISORS, INC.4,425$1.4M0.03%-17813F-HRTimeline
Armstrong, Fleming & Moore, Inc4,308$1.39M0.64%+813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,287$1.38M0.02%+1,05413F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC4,262$1.38M0.24%013F-HRTimeline
Compound Planning, Inc.4,243$1.37M0.04%+1,64013F-HRTimeline
Integrated Advisors Network LLC4,215$1.36M0.06%+12613F-HRTimeline
Valeo Financial Advisors, LLC4,206$1.36M0.03%-39913F-HRTimeline
Krilogy Financial LLC3,833$1.33M0.05%-11613F-HRTimeline
Veery Capital, LLC4,051$1.31M0.4%+3113F-HRTimeline
Fortitude Family Office, LLC3,995$1.29M0.3%+64513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,983$1.29M0.06%+9913F-HRTimeline
Sterling Capital Management LLC3,976$1.28M0.02%-1,12413F-HRTimeline
Frederick Financial Consultants, LLC3,909$1.26M0.69%-313F-HRTimeline
Independent Advisor Alliance3,862$1.25M0.03%+27013F-HRTimeline
Bragg Financial Advisors, Inc3,833$1.24M0.04%-2313F-HRTimeline
MMA ASSET MANAGEMENT LLC3,820$1.23M0.44%-14413F-HRTimeline
ASPIRIANT, LLC3,766$1.22M0.03%+32013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,717$1.2M0.08%+1213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.3,712$1.2M0.08%013F-HRTimeline
Advisory Services Network, LLC3,699$1.19M0.02%+21613F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC3,638$1.18M0.85%13F-HRTimeline
Intrepid Financial Planning Group LLC3,614$1.17M0.44%-3513F-HRTimeline
DIVERSIFIED TRUST CO3,607$1.17M0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,574$1.15M0.02%-15013F-HRTimeline
Stonebridge Financial Planning Group, L…3,572$1.15M0.42%+5813F-HRTimeline
HBK Sorce Advisory LLC3,392$1.15M0.03%+19113F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,557$1.15M0.19%+213F-HRTimeline
INSIGHT 2811, INC.3,533$1.14M0.5%-20213F-HRTimeline
BAYBAN3,531$1.14M1.01%13F-HRTimeline
Walsh & Associates, LLC3,527$1.14M1.12%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,501$1.14M0.05%+1013F-HRTimelineGroup
LANARK FINANCIAL, INC.3,510$1.13M0.09%+3413F-HRTimeline
Guidance Point Advisors, LLC3,482$1.13M0.26%+2613F-HRTimeline
Glass Jacobson Investment Advisors llc3,469$1.12M0.4%013F-HRTimeline
Clarion Wealth Managment Partners, LLC3,446$1.11M1.03%-13513F-HRTimeline
DAVIDSON TRUST CO3,443$1.11M0.46%-7613F-HRTimeline
WESBANCO BANK INC3,412$1.1M0.03%+3313F-HRTimeline
Keudell/Morrison Wealth Management3,399$1.1M0.23%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,372$1.09M0.38%-2013F-HRTimeline
Quadcap Wealth Management, LLC3,361$1.09M0.12%+713F-HRTimeline
Ironwood Investment Counsel, LLC3,354$1.08M0.15%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,348$1.08M0.36%-14113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,270$1.06M0.01%+53113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.3,265$1.05M0.04%+50213F-HRTimeline
First Bancorp, Inc /ME/3,260$1.05M0.56%013F-HRTimeline
SVB WEALTH LLC3,257$1.05M0.06%-1,96013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,241$1.05M0.02%-34913F-HRTimeline
EASTERN BANK3,223$1.04M0.02%+6113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,219$1.04M0.09%+213F-HRTimelineGroup
Kingsview Wealth Management, LLC3,215$1.04M0.01%-54713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,170$1.02M0.32%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,159$1.02M0.31%013F-HRTimeline