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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
&PARTNERS3,027$780K0.01%-1,13413F-HRTimeline
Quadcap Wealth Management, LLC3,043$778K0.11%+913F-HRTimeline
Disciplined Investments, LLC3,026$773K0.36%-35313F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,277$772K0.08%+1,12813F-HRTimelineGroup
Arax Advisory Partners3,014$770K0.05%-77,87313F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,000$767K0.02%013F-HRTimeline
Clarius Group, LLC2,984$763K0.05%+2,26413F-HRTimeline
HBK Sorce Advisory LLC2,983$762K0.02%-25413F-HRTimeline
David Wealth Management LLC2,978$761K0.64%-113F-HRTimeline
Focus Financial Network, Inc.2,956$755K0.03%+613F-HRTimeline
Legacy Trust2,923$747K0.18%+13013F-HRTimeline
Elevated Capital Advisors, LLC2,918$746K0.21%-4613F-HRTimeline
Eisler Capital Management Ltd.2,904$742K0.02%new13F-HRTimeline
Garde Capital, Inc.2,891$739K0.04%-11513F-HRTimeline
West Coast Financial LLC2,886$737K0.08%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,862$731K0.02%+3813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,861$731K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,840$726K0.03%+9113F-HRTimelineGroup
FAS Wealth Partners, Inc.2,831$723K0.06%-12813F-HRTimeline
Glenview Trust Co2,822$721K0.01%-32813F-HR/ATimeline
Intergy Private Wealth, LLC2,822$721K0.27%013F-HRTimeline
Bell Bank2,819$720K0.04%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,815$719K0.1%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,777$710K0.05%-313F-HRTimeline
Strategies Wealth Advisors, LLC2,776$709K0.09%+1,27513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,776$709K<0.01%-11013F-HRTimelineGroup
Schorn Wealth LLC2,765$707K0.23%013F-HRTimeline
Mesirow Financial Investment Management…2,763$706K0.01%+213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,760$705K0.14%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,757$705K0.02%-34613F-HRTimelineGroup
Perigon Wealth Management, LLC2,744$701K0.02%-38813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,730$697K0.01%-66713F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC2,725$696K0.24%+40213F-HRTimeline
Copia Wealth Management2,708$692K0.64%+11213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,706$691K0.02%013F-HRTimeline
Schechter Investment Advisors, LLC2,664$681K0.06%013F-HRTimeline
Pinnacle Financial Partners Inc2,527$676K0.01%+213F-HRTimeline
Bedel Financial Consulting, Inc.2,602$667K0.1%+713F-HRTimeline
Accredited Investors Inc.2,606$666K0.04%-1013F-HRTimeline
Ethos Financial Group, LLC2,586$661K0.06%new13F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,583$660K0.43%-2,12113F-HRTimeline
TWO SIGMA SECURITIES, LLC2,580$659K0.1%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,575$658K0.33%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,573$657K0.07%-56813F-HR/ATimeline
Palisades Hudson Asset Management, L.P.2,563$655K0.3%+313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC2,555$653K0.57%-86813F-HRTimeline
Ashton Thomas Private Wealth, LLC2,542$649K0.02%+9813F-HRTimeline
Navis Wealth Advisors, LLC2,535$648K0.64%013F-HRTimeline
Pacific Point Advisors, LLC2,500$639K0.35%013F-HRTimeline
FC Advisory LLC2,492$637K0.22%+313F-HRTimeline
GHP Investment Advisors, Inc.2,488$636K0.03%+1613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,482$634K0.12%13F-HRTimeline
Newton One Investments LLC2,482$634K0.23%+6713F-HRTimeline
Flagship Private Wealth, LLC2,478$633K0.3%-6,66313F-HRTimeline
GARRISON POINT ADVISORS, LLC2,477$633K0.31%013F-HRTimeline
LS Investment Advisors, LLC2,475$632K0.1%013F-HRTimeline
Stordahl Capital Management, Inc.2,473$632K0.15%-9113F-HRTimeline
Linscomb Wealth, Inc.2,448$626K0.03%-613F-HRTimeline
Prime Capital Investment Advisors, LLC2,438$623K0.01%+52013F-HRTimeline
Bensler, LLC2,436$622K0.08%+113F-HRTimeline
NorthRock Partners, LLC2,433$622K0.02%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,422$619K0.05%+4813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,421$619K0.02%+20213F-HRTimeline
Integrity Wealth Solutions LLC2,420$618K0.34%+213F-HRTimeline
Consilium Wealth Advisory, LLC2,416$617K0.31%013F-HRTimeline
National Philanthropic Trust2,406$615K0.01%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,397$613K0.01%-8513F-HRTimeline
COUNTRY CLUB BANK2,379$613K0.04%-2,42713F-HRTimeline
Elgethun Capital Management2,375$607K0.14%013F-HRTimeline
SkyOak Wealth, LLC2,355$602K0.13%-15813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,340$598K0.05%-12713F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,332$596K0.21%-6513F-HRTimeline
Hoxton Planning & Management, LLC2,318$592K0.23%-96413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,315$592K0.02%-2113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,304$589K0.01%013F-HRTimeline
Premier Path Wealth Partners, LLC2,289$585K0.09%-3713F-HRTimeline
Sepio Capital, LP2,287$584K0.05%013F-HRTimeline
Fulton Bank, N.A.2,281$583K0.02%013F-HRTimeline
First Bancorp, Inc /ME/2,260$577K0.38%013F-HRTimeline
BluePointe Capital Management, LLC2,260$577K0.22%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,257$577K0.11%13F-HRTimeline
F/m Investments LLC2,254$576K0.02%-1,00013F-HRTimeline
Arkadios Wealth Advisors2,249$575K0.02%+20913F-HRTimeline
Archvest Wealth Advisors, Inc.2,249$575K0.48%-23413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,200$562K0.22%013F-HRTimeline
Ausdal Financial Partners, Inc.2,153$550K0.04%-15113F-HRTimeline
Sterling Capital Management LLC2,148$549K0.01%-3413F-HRTimeline
NTV Asset Management LLC2,078$531K0.07%-1413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,055$525K<0.01%-1,44113F-HRTimelineGroup
WealthPLAN Partners, LLC2,054$525K0.07%+5113F-HRTimeline
HM PAYSON & CO2,050$524K0.01%-51613F-HRTimeline
Grayhawk Investment Strategies Inc.2,044$522K1.19%-60013F-HRTimeline
DRAVO BAY LLC2,042$522K0.28%-7113F-HRTimeline
Schneider Downs Wealth Management Advis…2,037$521K0.09%013F-HRTimeline
NewEdge Wealth, LLC2,015$515K0.01%-1,15313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,012$514K0.02%new13F-HRTimelineGroup
Transform Wealth, LLC1,992$509K0.03%-4713F-HRTimeline
SOA Wealth Advisors, LLC.1,970$503K0.11%-1113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,792$503K-2,407Timeline
Platform Technology Partners1,969$503K0.15%-88013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,957$500K0.21%013F-HRTimeline
Plancorp, LLC1,956$500K0.02%-7713F-HRTimeline
Gladstone Institutional Advisory LLC1,937$495K0.02%+43513F-HRTimeline
Palisade Asset Management, LLC1,922$491K0.05%013F-HRTimeline
GRIES FINANCIAL LLC1,917$490K0.09%+113F-HRTimeline
BEARING POINT CAPITAL, LLC1,876$479K0.1%+4013F-HRTimeline
Parkshore Wealth Management, Inc.1,870$478K0.28%-213F-HRTimeline
FSM Wealth Advisors, LLC1,869$478K0.11%-2613F-HRTimeline
Parallel Advisors, LLC1,865$477K0.01%+33313F-HRTimeline
SCS Capital Management LLC1,864$476K0.01%new13F-HR/ATimeline
Mason Investment Advisory Services, Inc.1,849$472K0.03%013F-HRTimeline
Genesee Capital Advisors, LLC1,840$470K0.24%013F-HRTimeline
Foundations Investment Advisors, LLC1,823$466K0.01%-19,13313F-HRTimeline
Seelaus Asset Management LLC1,820$465K0.44%-10013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,818$465K0.07%-1813F-HRTimelineGroup
Sunbeam Capital Management, LLC1,813$463K0.44%013F-HRTimeline
Jupiter Wealth Management LLC1,683$461K0.28%013F-HRTimeline
Verdence Capital Advisors LLC1,795$459K0.04%013F-HRTimeline
KDK Private Wealth Management, LLC1,794$458K0.52%-113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,762$450K0.07%-57413F-HRTimeline
Summit Wealth Partners, LLC1,762$450K0.09%013F-HRTimeline
Trifecta Capital Advisors, LLC1,737$444K0.09%013F-HRTimeline
GLOBALT Investments LLC / GA1,735$443K0.02%013F-HRTimeline
Rialto Wealth Management, LLC1,723$440K0.14%-2813F-HRTimeline
IHT Wealth Management, LLC1,720$440K0.01%+7213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,720$440K0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,714$438K0.02%-27013F-HRTimelineGroup
Northstar Financial Companies, Inc.1,699$434K0.47%013F-HRTimeline
Athena Investment Management1,694$433K0.26%013F-HRTimeline
Joel Isaacson & Co., LLC1,693$433K0.02%+2713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC1,692$432K0.17%013F-HRTimeline
Cranbrook Wealth Management, LLC1,688$431K0.1%013F-HRTimeline
Investmark Advisory Group LLC1,683$430K0.21%+113F-HRTimeline
Performance Wealth Partners, LLC1,671$427K0.02%-1,02513F-HRTimeline
High Falls Advisors, Inc1,666$426K0.1%+113F-HRTimeline
McGuire Investment Group, LLC1,658$424K0.06%+10313F-HRTimeline
CHAPIN DAVIS, INC.1,645$420K0.14%-4013F-HRTimeline
Tassel Capital Management, Inc.1,632$417K0.36%+13313F-HRTimeline
Cascade Wealth Advisors, Inc1,718$417K0.29%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc1,630$417K<0.01%-18013F-HRTimelineGroup
Dentgroup LLC1,629$416K0.31%-3713F-HRTimeline
Aptus Capital Advisors, LLC1,629$416K<0.01%-8913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,623$415K0.07%13F-HRTimelineGroup
Armor Investment Advisors, LLC1,618$413K0.17%013F-HRTimeline
Financial Partners Group, Inc1,616$413K0.06%+5013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,583$405K0.54%+3413F-HRTimeline
ANDERSON HOAGLAND & CO1,790$401K0.05%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,567$400K0.01%+4413F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,563$399K0.01%+40013F-HRTimelineGroup
Evercore Wealth Management, LLC1,560$399K0.01%-37213F-HRTimeline
Diversified Portfolios, Inc.1,555$397K0.04%013F-HRTimeline
Bangor Savings Bank1,552$397K0.04%013F-HRTimeline
Stegner Investment Associates Inc.1,549$396K0.28%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advance Capital Management, Inc.1,546$395K0.02%+58913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,542$394K0.21%013F-HR/ATimeline
Sandy Spring Bank1,535$392K0.02%013F-HRTimeline
SK Wealth Management, LLC1,666$391K0.21%-12113F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC1,528$391K<0.01%new13F-HRTimeline
KKM Financial LLC1,471$386K0.16%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,500$383K<0.01%+56713F-HR/ATimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC1,498$383K0.03%+70113F-HRTimeline
Sage Capital Management, LLC1,488$380K0.21%+113F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,486$380K0.08%+99213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,486$380K0.01%-11513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,485$379K0.03%013F-HRTimeline
Coastwise Capital Group, LLC1,472$376K0.32%-113F-HRTimeline
MONTAG A & ASSOCIATES INC1,469$375K0.02%-8513F-HRTimeline
MIdWestOne Financial Group, Inc.1,460$373K0.05%-1913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,459$373K0.05%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,461$373K0.03%-7513F-HRTimelineGroup
WILLNER & HELLER, LLC1,450$371K0.34%+213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,447$370K<0.01%-82413F-HRTimelineGroup
Csenge Advisory Group1,526$368K0.02%-91313F-HRTimeline
Family Firm, Inc.1,431$366K0.08%+213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,428$365K0.02%+113F-HRTimeline
CHURCHILL MANAGEMENT Corp1,422$363K<0.01%-727,91713F-HRTimeline
CROBAN1,418$362K0.33%+5713F-HRTimeline
Centennial Wealth Advisory LLC1,410$360K0.13%+11313F-HRTimeline
Gutierrez Wealth Advisory, LLC1,402$358K0.29%+2913F-HRTimeline
Key Financial Inc1,394$356K0.08%013F-HRTimeline
Eagle Bay Advisors LLC1,388$355K0.3%013F-HRTimeline
Empirical Asset Management, LLC1,384$354K0.12%new13F-HRTimeline
GC Wealth Management RIA, LLC1,363$348K0.06%013F-HRTimeline
Pegasus Asset Management, Inc.1,357$347K0.14%-2913F-HRTimeline
PBMares Wealth Management LLC1,355$346K0.07%-613F-HRTimeline
RKL Wealth Management LLC1,353$346K0.03%-12413F-HRTimeline
ADIRONDACK TRUST CO1,349$345K0.13%013F-HRTimeline
EVOKE WEALTH, LLC1,341$343K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,340$342K0.07%013F-HRTimeline
Arete Wealth Advisors, LLC1,340$342K0.03%-41413F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,338$342K0.03%013F-HRTimeline
Consolidated Portfolio Review Corp1,337$342K0.05%+113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,335$341K0.01%013F-HRTimeline
Lion Street Advisors, LLC1,334$341K0.11%-11413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,330$340K<0.01%-4913F-HRTimelineGroup
S&CO INC1,329$339K0.02%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,314$336K<0.01%-20013F-HRTimelineGroup
Laurel Wealth Advisors LLC1,313$336K0.05%-2513F-HRTimeline
Strategic Financial Concepts, LLC1,307$334K0.06%+9113F-HRTimeline
EPIQ PARTNERS, LLC1,300$332K0.18%013F-HRTimeline