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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
Intergy Private Wealth, LLC2,816$805K0.27%-613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,815$805K0.11%013F-HRTimeline
Venture Visionary Partners LLC2,803$801K0.03%-40,35213F-HRTimeline
Copia Wealth Management2,798$800K0.67%+9013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,760$789K0.14%013F-HRTimeline
Fiduciary Alliance LLC2,749$786K0.06%-64313F-HRTimeline
FAS Wealth Partners, Inc.2,747$785K0.06%-8413F-HRTimeline
Pinnacle Financial Partners Inc2,715$776K0.02%+18813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,710$775K0.01%-2,10613F-HRTimelineGroup
Bell Bank2,709$774K0.04%-11013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,696$771K0.02%-1013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,685$767K0.04%-1,58213F-HRTimeline
Mesirow Financial Investment Management…2,674$764K0.01%-8913F-HRTimeline
Focus Financial Network, Inc.2,666$762K0.03%-29013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,665$762K<0.01%-11113F-HRTimelineGroup
Perigon Wealth Management, LLC2,665$762K0.02%-7913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,620$749K0.02%+19913F-HRTimeline
Elevated Capital Advisors, LLC2,918$746K0.21%013F-HRTimeline
Accredited Investors Inc.2,608$746K0.04%+213F-HRTimeline
Compound Planning, Inc.2,607$745K0.03%-1,88113F-HRTimeline
Bedel Financial Consulting, Inc.2,602$744K0.1%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,600$743K0.07%+2713F-HR/ATimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,583$738K0.42%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,577$737K0.02%+26213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,575$736K0.35%013F-HRTimeline
Palisades Hudson Asset Management, L.P.2,566$734K0.29%+313F-HRTimeline
Pacific Point Advisors, LLC2,500$715K0.39%013F-HRTimeline
FC Advisory LLC2,494$713K0.22%+213F-HRTimeline
Strategies Wealth Advisors, LLC2,486$711K0.08%-29013F-HRTimeline
Newton One Investments LLC2,485$710K0.22%+313F-HRTimeline
GARRISON POINT ADVISORS, LLC2,477$708K0.33%013F-HRTimeline
LS Investment Advisors, LLC2,475$708K0.1%013F-HRTimeline
Linscomb Wealth, Inc.2,441$698K0.03%-713F-HRTimeline
Bensler, LLC2,437$697K0.08%+113F-HRTimeline
GHP Investment Advisors, Inc.2,421$692K0.03%-6713F-HRTimeline
Consilium Wealth Advisory, LLC2,416$691K0.29%013F-HRTimeline
Stordahl Capital Management, Inc.2,415$690K0.15%-5813F-HRTimeline
WealthPLAN Partners, LLC2,414$690K0.11%+36013F-HRTimeline
National Philanthropic Trust2,406$688K0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,383$681K0.05%-3913F-HRTimeline
COUNTRY CLUB BANK2,379$678K0.04%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,372$678K0.01%-2513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,344$670K<0.01%-1,17913F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.2,342$670K0.05%+213F-HRTimeline
Legacy Trust2,338$668K0.16%-58513F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,332$667K0.21%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,318$663K0.02%-52213F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…2,315$662K0.75%new13F-HRTimeline
SkyOak Wealth, LLC2,314$661K0.13%-4113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,299$657K0.01%-513F-HRTimeline
Parallel Advisors, LLC2,289$654K0.01%+42413F-HRTimeline
Sepio Capital, LP2,287$654K0.05%013F-HRTimeline
Arkadios Wealth Advisors2,269$649K0.02%+2013F-HRTimeline
Fulton Bank, N.A.2,262$647K0.02%-1913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,257$645K0.11%013F-HRTimeline
F/m Investments LLC2,254$644K0.02%013F-HRTimeline
Integrity Wealth Solutions LLC2,247$642K0.31%-17313F-HRTimeline
TWO SIGMA SECURITIES, LLC2,238$640K0.08%-34213F-HRTimeline
Premier Path Wealth Partners, LLC2,228$637K0.09%-6113F-HRTimeline
Wilmington Savings Fund Society, FSB2,225$636K0.01%-3,24713F-HRTimeline
Sierra Capital LLC2,223$635K0.07%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,200$629K0.23%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,181$623K0.59%13F-HR/ATimeline
Ausdal Financial Partners, Inc.2,154$616K0.04%+113F-HRTimeline
Schneider Downs Wealth Management Advis…2,144$613K0.09%+10713F-HRTimeline
Atria Investments, Inc2,141$612K0.01%-1,16813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,390$611K0.12%-9213F-HRTimeline
HM PAYSON & CO2,123$607K0.01%+7313F-HRTimeline
Heck Capital Advisors, LLC2,085$596K0.05%-7,68213F-HRTimeline
NTV Asset Management LLC2,078$594K0.07%013F-HRTimeline
Elgethun Capital Management2,075$593K0.12%-30013F-HRTimeline
Prime Capital Investment Advisors, LLC2,064$590K0.01%-37413F-HRTimeline
NewEdge Wealth, LLC2,015$587K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,028$580K0.08%+21013F-HRTimelineGroup
DRAVO BAY LLC2,027$579K0.28%-1513F-HRTimeline
Gladstone Institutional Advisory LLC1,962$561K0.02%+2513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,957$559K0.22%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,954$559K0.02%-5813F-HRTimelineGroup
Plancorp, LLC1,953$558K0.02%-313F-HRTimeline
FSM Wealth Advisors, LLC1,939$558K0.09%+7013F-HRTimeline
Platform Technology Partners1,949$557K0.15%-2013F-HRTimeline
Hoxton Planning & Management, LLC1,949$557K0.19%-36913F-HRTimeline
Palisade Asset Management, LLC1,922$549K0.05%013F-HRTimeline
GRIES FINANCIAL LLC1,918$548K0.1%+113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,894$541K<0.01%-5,69813F-HRTimeline
BEARING POINT CAPITAL, LLC1,876$536K0.1%013F-HRTimeline
SCS Capital Management LLC1,864$533K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,870$533K0.05%+1,13413F-HRTimeline
Flagship Private Wealth, LLC1,854$530K0.23%-62413F-HR/ATimeline
Mason Investment Advisory Services, Inc.1,849$528K0.03%013F-HRTimeline
Genesee Capital Advisors, LLC1,840$526K0.24%013F-HRTimeline
SOA Wealth Advisors, LLC.1,822$521K0.1%-14813F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC1,809$517K0.39%new13F-HRTimeline
Verdence Capital Advisors LLC1,795$513K0.04%013F-HRTimeline
Jupiter Wealth Management LLC1,683$513K0.26%013F-HRTimeline
ANDERSON HOAGLAND & CO1,790$512K0.05%013F-HRTimeline
KDK Private Wealth Management, LLC1,762$504K0.54%-3213F-HRTimeline
Summit Wealth Partners, LLC1,762$504K0.1%013F-HRTimeline
McGuire Investment Group, LLC1,754$501K0.06%+9613F-HRTimeline
Cascade Wealth Advisors, Inc1,718$501K0.28%013F-HRTimeline
Sunbeam Capital Management, LLC1,743$498K0.38%-7013F-HRTimeline
Trifecta Capital Advisors, LLC1,737$497K0.08%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,736$496K0.03%-1,86913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,729$494K0.03%-5,87713F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,720$492K0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC1,714$490K0.01%-613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,714$490K0.02%013F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC1,706$488K0.37%-84913F-HRTimeline
Northstar Financial Companies, Inc.1,699$486K0.5%013F-HRTimeline
Athena Investment Management1,694$484K0.27%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC1,692$484K0.18%013F-HRTimeline
Parkshore Wealth Management, Inc.1,690$483K0.24%-18013F-HRTimeline
Cranbrook Wealth Management, LLC1,688$482K0.1%013F-HRTimeline
Seelaus Asset Management LLC1,670$478K0.42%-15013F-HRTimeline
High Falls Advisors, Inc1,667$477K0.11%+113F-HRTimeline
Performance Wealth Partners, LLC1,658$474K0.02%-1313F-HRTimeline
Joel Isaacson & Co., LLC1,647$471K0.02%-4613F-HRTimeline
CHAPIN DAVIS, INC.1,645$470K0.13%013F-HRTimeline
Twin Tree Management, LP1,640$469K0.01%-3,06013F-HRTimeline
Aptus Capital Advisors, LLC1,636$468K<0.01%+713F-HRTimeline
Financial Partners Group, Inc1,621$463K0.06%+513F-HRTimeline
Armor Investment Advisors, LLC1,618$463K0.17%013F-HRTimeline
Tassel Capital Management, Inc.1,616$462K0.35%-1613F-HRTimeline
Rialto Wealth Management, LLC1,592$455K0.13%-13113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,581$452K0.57%-213F-HRTimeline
Investmark Advisory Group LLC1,580$452K0.21%-10313F-HRTimeline
Curtis Advisory Group, LLC1,580$452K0.11%+38213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,566$448K0.01%+313F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,562$447K0.02%+9313F-HRTimeline
Evercore Wealth Management, LLC1,560$446K0.01%013F-HRTimeline
Diversified Portfolios, Inc.1,555$445K0.04%013F-HRTimeline
Bangor Savings Bank1,552$444K0.04%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,471$441K0.03%+1013F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC1,533$438K0.19%-913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,522$435K0.02%-4513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC1,520$435K0.02%+3413F-HRTimeline
SK Wealth Management, LLC1,475$432K0.19%-19113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,510$432K0.01%new13F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC1,498$428K0.03%013F-HRTimeline
Sage Capital Management, LLC1,489$426K0.2%+113F-HRTimeline
Paragon Capital Management Ltd1,486$425K0.08%+25513F-HRTimeline
Coastwise Capital Group, LLC1,473$421K0.34%+113F-HRTimeline
KKM Financial LLC1,442$421K0.15%-2913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,469$420K0.02%-1613F-HRTimeline
CROBAN1,464$418K0.36%+4613F-HRTimeline
MIdWestOne Financial Group, Inc.1,460$417K0.05%013F-HRTimeline
WILLNER & HELLER, LLC1,452$415K0.35%+213F-HRTimeline
Centennial Wealth Advisory LLC1,412$405K0.13%+213F-HRTimeline
IFP Advisors, Inc1,399$400K0.01%+59713F-HRTimeline
Key Financial Inc1,394$398K0.08%013F-HRTimeline
Eagle Bay Advisors LLC1,388$397K0.33%013F-HRTimeline
Valmark Advisers, Inc.1,386$396K0.01%+32813F-HRTimeline
Empirical Asset Management, LLC1,385$396K0.12%+113F-HRTimeline
GC Wealth Management RIA, LLC1,363$390K0.03%013F-HRTimeline
PRIVATE TRUST CO NA1,362$389K0.04%+28013F-HRTimeline
Strategic Financial Concepts, LLC1,358$388K0.05%+5113F-HRTimeline
Pegasus Asset Management, Inc.1,357$388K0.13%013F-HRTimeline
PBMares Wealth Management LLC1,355$387K0.07%013F-HRTimeline
EVOKE WEALTH, LLC1,341$383K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,340$383K0.08%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,338$382K0.03%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,335$382K0.02%013F-HRTimeline
Quotient Wealth Partners, LLC1,331$380K0.01%+3713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,330$380K<0.01%013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC1,326$379K0.02%+4713F-HRTimeline
S&CO INC1,329$379K0.02%013F-HRTimeline
Gutierrez Wealth Advisory, LLC1,323$378K0.25%-7913F-HRTimeline
Csenge Advisory Group1,398$377K0.02%-12813F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,314$376K<0.01%013F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,310$374K0.06%-31313F-HRTimelineGroup
Lion Street Advisors, LLC1,306$373K0.11%-2813F-HRTimeline
Arete Wealth Advisors, LLC1,305$373K0.03%-3513F-HRTimeline
Dentgroup LLC1,301$372K0.26%-32813F-HRTimeline
Schorn Wealth LLC1,300$372K0.12%-1,46513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,300$371K0.07%013F-HRTimeline
Investment Advisory Group, LLC1,296$371K0.11%013F-HRTimeline
Ethos Financial Group, LLC1,289$369K0.03%-1,29713F-HRTimeline
DAVENPORT & Co LLC1,288$368K<0.01%new13F-HRTimeline
Orgel Wealth Management, LLC1,280$366K0.01%013F-HRTimeline
Mutual Advisors, LLC1,244$366K0.01%+11013F-HRTimeline
Laurel Wealth Advisors LLC1,273$364K0.05%-4013F-HR/ATimeline
Oder Investment Management, LLC1,260$360K0.27%-1513F-HRTimeline
Financial Guidance Group, Inc.1,260$360K0.17%013F-HRTimeline
Paladin Advisory Group, LLC1,259$360K0.27%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,254$358K0.02%-613F-HRTimeline
Nelson Capital Management, LLC1,250$357K0.05%-2513F-HRTimeline
NWAM LLC1,237$357K0.02%013F-HR/ATimeline
Consolidated Portfolio Review Corp1,244$356K0.05%-9313F-HRTimeline
Summa Corp.1,243$355K0.18%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,240$354K0.02%-18813F-HRTimeline
Clare Market Investments LLC1,237$354K0.08%-5013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,235$353K0.05%013F-HRTimeline
Selective Wealth Management, Inc.1,202$352K0.13%013F-HRTimeline
Moors & Cabot, Inc.1,231$352K0.02%-513F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/1,230$352K0.02%+1813F-HRTimeline
Kaizen Financial Strategies1,225$350K0.18%+10013F-HRTimeline
CERTUITY, LLC1,220$349K0.03%+2913F-HRTimeline
FIDUCIENT ADVISORS LLC1,218$348K0.04%+213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,218$348K0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.1,208$345K0.29%+113F-HRTimeline