IWO ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Brookstone Capital Managementin group Brookstone Capital Management	3,397	$978K	0.01%	+781	13F-HR Timeline Group
Ironwood Investment Counsel, LLC	3,381	$973K	0.17%	+80	13F-HR Timeline
Disciplined Investments, LLC	3,379	$973K	0.48%	-31	13F-HR Timeline
Cadence Bank	3,374	$971K	0.07%	-21	13F-HR Timeline
GW&K Investment Management, LLC	3,354	$965K	0.01%	+2,780	13F-HR Timeline
Crestwood Advisors Group, LLC	3,341	$962K	0.02%	-50	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3,340	$961K	0.01%	+420	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	3,328	$958K	<0.01%	0	13F-HR Timeline Group
Pointe Capital Management LLC	3,323	$956K	0.55%	+99	13F-HR/A Timeline
Prosperity Planning, Inc.	3,291	$947K	0.3%	-206	13F-HR Timeline
Hoxton Planning & Management, LLC	3,282	$945K	0.36%	-47	13F-HR Timeline
F/m Investments LLC	3,254	$937K	0.03%	new	13F-HR Timeline
HBK Sorce Advisory LLC	3,237	$932K	0.03%	+278	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	3,217	$926K	0.09%	0	13F-HR Timeline Group
Perigon Wealth Management, LLC	3,132	$919K	0.02%	+41	13F-HR Timeline
WEALTH ALLIANCE, LLC	3,189	$918K	0.11%	new	13F-HR Timeline
Merit Financial Group, LLC	3,179	$915K	0.02%	+1,998	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	3,170	$912K	0.31%	0	13F-HR Timeline
NewEdge Wealth, LLC	3,168	$912K	0.02%	+1,450	13F-HR Timeline
FIRST NATIONAL BANK SIOUX FALLS	3,159	$909K	0.39%	0	13F-HR Timeline
Ground Swell Capital, LLC	3,155	$908K	1.98%	new	13F-HR Timeline
Glenview Trust Co	3,150	$907K	0.02%	-111	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	3,141	$904K	0.09%	-168	13F-HR/A Timeline
First Business Financial Services, Inc.	3,132	$901K	0.09%	0	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	3,103	$893K	0.03%	+2,013	13F-HR Timeline Group
FIDUCIENT ADVISORS LLC	3,095	$891K	0.11%	+35	13F-HR Timeline
Quadcap Wealth Management, LLC	3,034	$873K	0.13%	+561	13F-HR Timeline
Wescott Financial Advisory Group, LLC	3,033	$873K	0.09%	+323	13F-HR Timeline
DAVIDSON TRUST CO	3,027	$871K	0.45%	-97	13F-HR Timeline
Garde Capital, Inc.	3,006	$865K	0.06%	-38	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	3,000	$863K	0.03%	0	13F-HR Timeline
GFS Advisors, LLC	3,000	$863K	0.13%	0	13F-HR Timeline
David Wealth Management LLC	2,979	$857K	0.71%		13F-HR Timeline
Elevated Capital Advisors, LLC	2,964	$853K	0.23%	+951	13F-HR Timeline
FAS Wealth Partners, Inc.	2,959	$852K	0.07%	-32	13F-HR Timeline
Focus Financial Network, Inc.	2,950	$849K	0.03%	-59	13F-HR Timeline
Allegheny Financial Group	2,890	$832K	0.21%	+2	13F-HR Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.	2,886	$831K	<0.01%	0	13F-HR Timeline Group
West Coast Financial LLC	2,886	$831K	0.09%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	2,815	$825K	0.12%	0	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	2,861	$823K	0.03%	0	13F-HR Timeline
Platform Technology Partners	2,849	$820K	0.25%	+870	13F-HR Timeline
SAGESPRING WEALTH PARTNERS, LLC	2,824	$813K	0.02%		13F-HR Timeline
Intergy Private Wealth, LLC	2,822	$812K	0.3%	+2	13F-HR Timeline
Bell Bank	2,819	$811K	0.06%	-290	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	2,794	$804K	0.04%	0	13F-HR Timeline
Legacy Trust	2,793	$804K	0.19%	+165	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	2,780	$800K	0.05%	-1	13F-HR Timeline
Procyon Advisors, LLC	2,771	$798K	0.05%	new	13F-HR Timeline
Schorn Wealth LLC	2,765	$796K	0.26%	new	13F-HR Timeline
Mesirow Financial Investment Management…	2,761	$795K	0.02%	+162	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	2,760	$794K	0.15%	0	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	2,749	$791K	0.03%	+7	13F-HR Timeline Group
Bedel Financial Consulting, Inc.	2,595	$782K	0.11%	+56	13F-HR Timeline
HERITAGE INVESTORS MANAGEMENT CORP	2,706	$779K	0.03%	+723	13F-HR Timeline
Performance Wealth Partners, LLC	2,696	$776K	0.02%	-2	13F-HR Timeline
Schechter Investment Advisors, LLC	2,664	$767K	0.06%	+1,937	13F-HR Timeline
Grayhawk Investment Strategies Inc.	2,644	$761K	1.45%	0	13F-HR Timeline
Accredited Investors Inc.	2,616	$753K	0.04%	0	13F-HR Timeline
Copia Wealth Management	2,596	$747K	0.71%		13F-HR Timeline
Pacific Point Advisors, LLC	2,500	$744K	0.45%		13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	2,575	$741K	0.36%	0	13F-HR Timeline
HM PAYSON & CO	2,566	$739K	0.01%	+299	13F-HR Timeline
Stordahl Capital Management, Inc.	2,564	$738K	0.17%	-80	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	2,560	$737K	0.31%	+10	13F-HR Timeline
Navis Wealth Advisors, LLC	2,535	$730K	0.8%	0	13F-HR Timeline
SkyOak Wealth, LLC	2,513	$723K	0.15%	-131	13F-HR Timeline
Pinnacle Financial Partners Inc	2,525	$723K	0.01%	+84	13F-HR Timeline
FC Advisory LLC	2,489	$716K	0.24%	-2	13F-HR Timeline
Archvest Wealth Advisors, Inc.	2,483	$715K	0.52%	+24	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	2,482	$714K	0.01%	-67	13F-HR Timeline
GARRISON POINT ADVISORS, LLC	2,477	$713K	0.34%	-15	13F-HR Timeline
LS Investment Advisors, LLC	2,475	$712K	0.1%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	2,472	$712K	0.03%	-107	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	2,467	$710K	0.06%	-89	13F-HR Timeline
Linscomb Wealth, Inc.	2,454	$706K	0.04%	0	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	2,444	$703K	0.03%	+240	13F-HR Timeline
Csenge Advisory Group	2,439	$702K	0.04%	+1,280	13F-HR Timeline
Bensler, LLC	2,435	$701K	0.08%	+103	13F-HR Timeline
NorthRock Partners, LLC	2,433	$700K	0.02%	-87	13F-HR/A Timeline
Integrity Wealth Solutions LLC	2,418	$696K	0.39%	-67	13F-HR Timeline
Consilium Wealth Advisory, LLC	2,416	$695K	0.33%	0	13F-HR Timeline
Newton One Investments LLC	2,415	$695K	0.27%	+40	13F-HR Timeline
National Philanthropic Trust	2,406	$692K	0.01%	0	13F-HR Timeline
ARK & TLK INVESTMENTS, LLC	2,397	$690K	0.24%	0	13F-HR Timeline
Elgethun Capital Management	2,375	$684K	0.17%	0	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	2,374	$683K	0.06%	-426	13F-HR Timeline
Private Portfolio Partners LLC	2,347	$675K	0.12%	+1	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	2,336	$672K	0.11%	-1,398	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	2,336	$672K	0.02%	-14	13F-HR Timeline
Premier Path Wealth Partners, LLC	2,326	$669K	0.1%	-1	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	2,323	$669K	0.24%	-68	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	2,304	$663K	0.01%	0	13F-HR Timeline
Ausdal Financial Partners, Inc.	2,304	$663K	0.06%	+67	13F-HR Timeline
Summit Creek Advisors LLC	2,303	$663K	0.09%	new	13F-HR Timeline
Sepio Capital, LP	2,287	$658K	0.05%	0	13F-HR Timeline
Fulton Bank, N.A.	2,281	$657K	0.03%	-119	13F-HR Timeline
Sequoia Financial Advisors, LLC	2,279	$656K	0.01%	+658	13F-HR/A Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	2,271	$654K	<0.01%	-576	13F-HR Timeline Group
First Bancorp, Inc /ME/	2,260	$650K	0.44%	0	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	2,219	$639K	0.02%	+144	13F-HR Timeline
PIER 88 INVESTMENT PARTNERS LLC	2,200	$633K	0.12%	0	13F-HR Timeline
TRANSATLANTIQUE PRIVATE WEALTH LLC	2,200	$633K	0.24%	0	13F-HR/A Timeline
Sterling Capital Management LLC	2,182	$628K	0.01%	+240	13F-HR Timeline
Belpointe Asset Management LLC	2,211	$621K	0.04%	0	13F-HR Timeline
CHARTIST INC /CA/	2,131	$613K	0.32%	-38	13F-HR Timeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC	2,149	$612K	0.06%	new	13F-HR Timeline Group
DRAVO BAY LLC	2,113	$608K	0.29%	-216	13F-HR Timeline
NTV Asset Management LLC	2,092	$602K	0.08%	0	13F-HR Timeline
Lindenwold Advisors, INC	2,080	$599K	0.32%	new	13F-HR Timeline
Madison Asset Management, LLCgroup of 2 filers holding	2,064	$594K		+1,032	Timeline Madison Asset Management, LLC: 1,032 (<0.01%) 13F-HR Madison Investment Advisors, LLC: 1,032 (<0.01%) 13F-HR/A
Advisor OS, LLCin group Advisor OS, LLC	2,047	$589K	0.07%	+61	13F-HR Timeline Group
Arkadios Wealth Advisors	2,040	$587K	0.03%	-181	13F-HR Timeline
Transform Wealth, LLC	2,039	$587K	0.03%	+38	13F-HR Timeline
Schneider Downs Wealth Management Advis…	2,037	$586K	0.11%	0	13F-HR Timeline
Plancorp, LLC	2,033	$585K	0.02%	+77	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	2,005	$577K	0.01%	-6	13F-HR Timeline
WealthPLAN Partners, LLC	2,003	$577K	0.08%	0	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	1,984	$571K	0.03%	+140	13F-HR Timeline Group
SOA Wealth Advisors, LLC.	1,981	$570K	0.11%	-42	13F-HR/A Timeline
Armstrong, Fleming & Moore, Inc	1,969	$567K	0.34%	0	13F-HR Timeline
Financial Advocates Investment Manageme…	1,958	$564K	0.03%	-44	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	1,957	$563K	0.24%	0	13F-HR Timeline
Nvest Financial, LLC	1,936	$557K	0.28%	+475	13F-HR Timeline
Evercore Wealth Management, LLC	1,932	$556K	0.01%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	1,895	$556K	0.14%	+326	13F-HR Timeline
Palisade Asset Management, LLC	1,922	$553K	0.06%	0	13F-HR Timeline
Seelaus Asset Management LLC	1,920	$553K	0.5%	+30	13F-HR Timeline
Prime Capital Investment Advisors, LLC	1,918	$552K	0.01%	-1	13F-HR Timeline
Strive Asset Management, LLC	1,916	$551K	0.41%		13F-HR Timeline
GRIES FINANCIAL LLC	1,916	$551K	0.1%	+2	13F-HR Timeline
MJP ASSOCIATES INC /ADV	1,910	$550K	0.1%	+61	13F-HR Timeline
Parkshore Wealth Management, Inc.	1,872	$539K	0.32%		13F-HR Timeline
Mason Investment Advisory Services, Inc.	1,849	$532K	0.03%	+7	13F-HR Timeline
Genesee Capital Advisors, LLC	1,840	$530K	0.25%	0	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	1,836	$528K	0.08%	0	13F-HR Timeline Group
BEARING POINT CAPITAL, LLC	1,836	$528K	0.11%		13F-HR Timeline
ANDERSON HOAGLAND & CO	1,790	$527K	0.05%	+235	13F-HR Timeline
Sunbeam Capital Management, LLC	1,813	$522K	0.48%		13F-HR/A Timeline
Legal & General Group Plcin group Legal & General Group Plc	1,810	$521K	<0.01%	-1,630	13F-HR Timeline Group
KDK Private Wealth Management, LLC	1,795	$517K	0.54%		13F-HR Timeline
Verdence Capital Advisors LLC	1,795	$517K	0.04%	0	13F-HR Timeline
SK Wealth Management, LLC	1,787	$514K	0.26%	0	13F-HR Timeline
Annex Advisory Services, LLC	1,763	$507K	0.02%	new	13F-HR Timeline
Summit Wealth Partners, LLC	1,762	$507K	0.1%	-34	13F-HR Timeline
Stark Wealth Management LLC	1,762	$507K	0.37%		13F-HR Timeline
OLD MISSION CAPITAL LLC	1,756	$505K	0.01%	-733	13F-HR Timeline
Arete Wealth Advisors, LLC	1,754	$505K	0.04%	+275	13F-HR Timeline
Rialto Wealth Management, LLC	1,751	$504K	0.17%		13F-HR Timeline
Trifecta Capital Advisors, LLC	1,737	$500K	0.1%	0	13F-HR Timeline
GLOBALT Investments LLC / GA	1,735	$499K	0.02%	0	13F-HR Timeline
L.M. KOHN & COMPANY	1,733	$499K	0.13%	new	13F-HR Timeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC	1,720	$495K	0.01%	0	13F-HR Timeline Group
Cascade Wealth Advisors, Inc	1,718	$494K	0.33%	-180	13F-HR Timeline
Aptus Capital Advisors, LLC	1,718	$494K	0.01%	+129	13F-HR Timeline
Northstar Financial Companies, Inc.	1,699	$489K	0.46%		13F-HR Timeline
Athena Investment Management	1,694	$488K	0.28%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	1,692	$487K	0.19%	0	13F-HR Timeline
Cranbrook Wealth Management, LLC	1,688	$486K	0.11%	-7	13F-HR Timeline
Jupiter Wealth Management LLC	1,683	$484K	0.24%	0	13F-HR Timeline
Investmark Advisory Group LLC	1,682	$484K	0.24%	0	13F-HR Timeline
Dentgroup LLC	1,666	$480K	0.37%	-12	13F-HR Timeline
Joel Isaacson & Co., LLC	1,666	$480K	0.02%	0	13F-HR Timeline
High Falls Advisors, Inc	1,665	$479K	0.11%	+61	13F-HR Timeline
CHAPIN DAVIS, INC.	1,685	$479K	0.16%	0	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	1,579	$475K	0.03%	+17	13F-HR Timeline
IHT Wealth Management, LLC	1,648	$474K	0.02%	-105	13F-HR Timeline
Baker Avenue Asset Management, LP	1,629	$469K	0.01%	0	13F-HR Timeline
Armor Investment Advisors, LLC	1,618	$466K	0.19%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	1,601	$461K	0.02%	-610	13F-HR Timeline
OBERWEIS ASSET MANAGEMENT INC/	1,600	$461K	0.02%	new	13F-HR Timeline
Fiduciary Alliance LLC	1,594	$459K	0.05%	+52	13F-HR Timeline
Financial Partners Group, Inc	1,566	$451K	0.07%	+286	13F-HR Timeline
WARNER FINANCIAL, INC	1,557	$448K	0.19%	0	13F-HR Timeline
Diversified Portfolios, Inc.	1,555	$448K	0.05%	0	13F-HR Timeline
McGuire Investment Group, LLC	1,555	$448K	0.06%	+84	13F-HR Timeline
MONTAG A & ASSOCIATES INC	1,554	$447K	0.02%	0	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,501	$447K	0.06%	+4	13F-HR Timeline
Bangor Savings Bank	1,552	$447K	0.04%	-35	13F-HR Timeline
WOLVERINE TRADING, LLC	1,549	$447K	0.01%	+691	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	1,549	$446K	0.57%	-19	13F-HR Timeline
Stegner Investment Associates Inc.	1,549	$446K	0.29%	-67	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
AVAII WEALTH MANAGEMENT, LLC	1,542	$444K	0.22%	-28	13F-HR Timeline
Sandy Spring Bank	1,535	$442K	0.02%	0	13F-HR Timeline
Parallel Advisors, LLC	1,532	$441K	0.01%	+58	13F-HR Timeline
Trek Financial, LLC	1,523	$438K	0.03%	new	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	1,523	$438K	0.09%	-48	13F-HR Timeline Group
KKM Financial LLC	1,471	$438K	0.18%	new	13F-HR Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding	1,536	$437K		+250	Timeline DIVERSIFY WEALTH MANAGEMENT, LLC: 1,536 (0.03%) 13F-HR Diversify Advisory Services, LLC: sold out, -1,286 13F-HR
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,514	$436K	<0.01%	+600	13F-HR Timeline Group
Gladstone Institutional Advisory LLC	1,502	$432K	0.02%	+85	13F-HR Timeline
Tassel Capital Management, Inc.	1,499	$431K	0.38%		13F-HR Timeline
Clare Market Investments LLC	1,489	$428K	0.1%	-146	13F-HR Timeline
Sage Capital Management, LLC	1,487	$428K	0.22%	-297	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,485	$427K	0.03%	-80	13F-HR Timeline
MIdWestOne Financial Group, Inc.	1,479	$426K	0.06%	0	13F-HR Timeline
RKL Wealth Management LLC	1,477	$425K	0.04%	new	13F-HR Timeline
NWAM LLC	1,475	$425K	0.03%	-483	13F-HR Timeline
Coastwise Capital Group, LLC	1,473	$424K	0.34%	-4	13F-HR Timeline
TBH Global Asset Management, LLC	1,460	$420K	0.1%	0	13F-HR Timeline