Skip to content
Disclosery

IWO ISHARES TR

Follow

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
Arkadios Wealth Advisors2,818$902K0.02%+54913F-HRTimeline
Copia Wealth Management2,814$901K0.67%+1613F-HRTimeline
Intergy Private Wealth, LLC2,811$900K0.28%-513F-HRTimeline
AdvisorNet Financial, Inc2,808$899K0.05%-29213F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,763$884K0.04%+1,02713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,760$883K0.15%013F-HRTimeline
Glenview Trust Co2,757$882K0.01%-6513F-HRTimeline
Venture Visionary Partners LLC2,749$880K0.03%-5413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,739$877K0.01%+2913F-HRTimelineGroup
Bell Bank2,710$867K0.04%+113F-HRTimeline
Mesirow Financial Investment Management…2,698$863K0.02%+2413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,665$853K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC2,654$849K0.01%-66213F-HRTimeline
Focus Financial Network, Inc.2,649$848K0.03%-1713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,625$840K0.02%+513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,625$840K0.07%+2513F-HR/ATimeline
Accredited Investors Inc.2,608$835K0.05%013F-HRTimeline
Bedel Financial Consulting, Inc.2,604$833K0.11%+213F-HRTimeline
Compound Planning, Inc.2,603$833K0.03%-413F-HRTimeline
B. Riley Wealth Advisors, Inc.2,600$832K0.04%-8513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,579$825K0.02%+213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,575$824K0.35%013F-HRTimeline
Perigon Wealth Management, LLC2,574$824K0.02%-9113F-HRTimeline
Palisades Hudson Asset Management, L.P.2,569$822K0.3%+313F-HRTimeline
Strategies Wealth Advisors, LLC2,517$805K0.08%+3113F-HRTimeline
Pacific Point Advisors, LLC2,500$800K0.47%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,815$799K0.11%013F-HRTimeline
FC Advisory LLC2,497$799K0.23%+313F-HRTimeline
GARRISON POINT ADVISORS, LLC2,477$793K0.33%013F-HRTimeline
Newton One Investments LLC2,468$790K0.23%-1713F-HRTimeline
Bensler, LLC2,438$780K0.08%+113F-HRTimeline
GHP Investment Advisors, Inc.2,432$778K0.03%+1113F-HRTimeline
Consilium Wealth Advisory, LLC2,416$773K0.3%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,416$773K0.37%-16713F-HRTimeline
National Philanthropic Trust2,406$770K0.01%013F-HRTimeline
Stordahl Capital Management, Inc.2,404$769K0.16%-1113F-HRTimeline
Sound View Wealth Advisors Group, LLC2,396$767K0.05%+1313F-HRTimeline
Ausdal Financial Partners, Inc.2,373$759K0.04%+21913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,345$750K0.05%+313F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,332$746K0.24%013F-HRTimeline
Linscomb Wealth, Inc.2,319$742K0.03%-12213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,318$742K0.02%013F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…2,317$741K0.73%+213F-HRTimeline
Heck Capital Advisors, LLC2,316$741K0.06%+23113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,299$736K0.01%013F-HRTimeline
WealthPLAN Partners, LLC2,297$735K0.11%-11713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,297$735K0.01%-7513F-HRTimeline
Legacy Trust2,291$733K0.14%-4713F-HRTimeline
Sepio Capital, LP2,287$732K0.04%013F-HRTimeline
SkyOak Wealth, LLC2,269$726K0.14%-4513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,257$722K0.11%013F-HRTimeline
F/m Investments LLC2,254$721K0.03%013F-HRTimeline
Fulton Bank, N.A.2,250$720K0.03%-1213F-HRTimeline
PFG Private Wealth Management, LLC2,248$720K0.32%new13F-HRTimeline
Integrity Wealth Solutions LLC2,248$720K0.32%+113F-HRTimeline
Sierra Capital LLC2,223$711K0.08%013F-HRTimeline
Premier Path Wealth Partners, LLC2,214$709K0.09%-1413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,200$704K0.23%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,181$698K0.61%013F-HRTimeline
American Wealth Advisors, LLC2,179$697K0.69%13F-HRTimeline
Prime Capital Investment Advisors, LLC2,119$678K0.01%+5513F-HRTimeline
Elgethun Capital Management2,075$664K0.12%013F-HRTimeline
Trilogy Capital Inc.2,066$661K0.03%new13F-HRTimeline
Smartleaf Asset Management LLC2,059$659K0.04%+18913F-HRTimeline
HM PAYSON & CO2,050$656K0.01%-7313F-HRTimeline
NewEdge Wealth, LLC1,993$652K0.01%-2213F-HRTimeline
COUNTRY CLUB BANK2,029$649K0.04%-35013F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC2,023$647K0.44%+21413F-HRTimeline
Hoxton Planning & Management, LLC2,016$645K0.21%+6713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,015$645K0.09%-1313F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.1,957$626K0.23%013F-HRTimeline
Platform Technology Partners1,940$621K0.15%-913F-HRTimeline
FSM Wealth Advisors, LLC1,939$621K0.09%013F-HRTimeline
Palisade Asset Management, LLC1,922$615K0.06%013F-HRTimeline
GRIES FINANCIAL LLC1,918$614K0.1%013F-HRTimeline
Verdence Capital Advisors LLC1,813$605K0.03%+1813F-HRTimeline
Flagship Private Wealth, LLC1,885$603K0.24%+3113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,883$603K0.01%+37313F-HRTimelineGroup
NTV Asset Management LLC1,878$601K0.07%-20013F-HRTimeline
DRAVO BAY LLC1,873$599K0.26%-15413F-HRTimeline
SCS Capital Management LLC1,864$597K0.01%013F-HRTimeline
Banco BTG Pactual S.A.1,850$592K0.09%+85013F-HRTimeline
Mason Investment Advisory Services, Inc.1,849$592K0.03%013F-HRTimeline
Genesee Capital Advisors, LLC1,840$589K0.26%013F-HRTimeline
ANDERSON HOAGLAND & CO1,790$573K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC1,784$571K0.02%-17813F-HRTimeline
Friday Financial1,772$567K0.24%+67813F-HRTimeline
Pinnacle Financial Partners Inc1,771$567K0.01%-94413F-HRTimeline
SOA Wealth Advisors, LLC.1,749$560K0.1%-7313F-HRTimeline
Cascade Wealth Advisors, Inc1,718$558K0.27%013F-HRTimeline
Sunbeam Capital Management, LLC1,743$558K0.35%013F-HRTimeline
Elm Partners Management LLC1,738$556K0.02%new13F-HR/ATimeline
Trifecta Capital Advisors, LLC1,737$556K0.08%013F-HRTimeline
KDK Private Wealth Management, LLC1,732$554K0.56%-3013F-HRTimeline
McGuire Investment Group, LLC1,731$554K0.06%-2313F-HRTimeline
Seelaus Asset Management LLC1,725$552K0.44%+5513F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,720$550K0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC1,716$549K0.01%+213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,714$549K0.02%013F-HRTimelineGroup
BEARING POINT CAPITAL, LLC1,701$544K0.09%-17513F-HRTimeline
Northstar Financial Companies, Inc.1,699$544K0.5%013F-HRTimeline
Athena Investment Management1,694$542K0.28%013F-HRTimeline
Aptus Capital Advisors, LLC1,693$542K<0.01%+5713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC1,692$542K0.18%013F-HRTimeline
Parkshore Wealth Management, Inc.1,690$541K0.22%013F-HRTimeline
Jupiter Wealth Management LLC1,683$539K0.25%013F-HRTimeline
Cranbrook Wealth Management, LLC1,681$538K0.11%-713F-HRTimeline
High Falls Advisors, Inc1,666$533K0.11%-113F-HRTimeline
Summit Wealth Partners, LLC1,660$531K0.1%-10213F-HRTimeline
Performance Wealth Partners, LLC1,658$531K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC1,647$527K0.02%013F-HRTimeline
CHAPIN DAVIS, INC.1,646$527K0.13%+113F-HRTimeline
Curtis Advisory Group, LLC1,631$522K0.12%+5113F-HRTimeline
Financial Partners Group, Inc1,621$519K0.06%013F-HRTimeline
Tassel Capital Management, Inc.1,619$518K0.33%+313F-HRTimeline
Armor Investment Advisors, LLC1,618$518K0.16%013F-HRTimeline
Investmark Advisory Group LLC1,614$517K0.22%+3413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,611$515K0.03%-11813F-HRTimelineGroup
Clare Market Investments LLC1,588$508K0.1%+35113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,579$506K0.68%-213F-HRTimeline
RFG Advisory, LLC1,579$505K0.01%+80713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC1,572$503K0.35%-13413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,566$501K0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,562$500K0.02%013F-HRTimeline
Evercore Wealth Management, LLC1,560$499K0.01%013F-HRTimeline
Diversified Portfolios, Inc.1,555$498K0.04%013F-HRTimeline
Bangor Savings Bank1,552$497K0.04%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,528$489K0.19%-513F-HRTimeline
Wilmington Savings Fund Society, FSB1,518$486K0.01%-70713F-HR/ATimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,472$484K0.03%+113F-HRTimelineGroup
PRIVATE TRUST CO NA1,511$484K0.04%+14913F-HRTimeline
Granite Harbor Advisors, Inc.1,507$482K0.2%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,498$479K<0.01%-39613F-HRTimeline
Sage Capital Management, LLC1,491$477K0.21%+213F-HRTimeline
LS Investment Advisors, LLC1,475$472K0.07%-1,00013F-HRTimeline
Coastwise Capital Group, LLC1,474$472K0.33%+113F-HRTimeline
Centennial Wealth Advisory LLC1,468$470K0.13%+5613F-HRTimeline
TBH Global Asset Management, LLC1,460$467K0.09%new13F-HRTimeline
WILLNER & HELLER, LLC1,453$465K0.36%+113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,446$463K0.03%-2313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,438$460K<0.01%+10813F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,423$455K0.02%-9913F-HRTimelineGroup
DAVENPORT & Co LLC1,421$455K<0.01%+13313F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,420$454K0.15%-97013F-HRTimeline
Key Financial Inc1,389$445K0.08%-513F-HRTimeline
Rede Wealth, LLC1,388$444K0.35%new13F-HRTimeline
Eagle Bay Advisors LLC1,388$444K0.35%013F-HRTimeline
Valmark Advisers, Inc.1,386$444K0.01%013F-HRTimeline
Empirical Asset Management, LLC1,385$443K0.12%013F-HRTimeline
PBMares Wealth Management LLC1,379$441K0.07%+2413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,377$441K0.01%-14313F-HRTimeline
MIdWestOne Financial Group, Inc.1,372$439K0.05%-8813F-HRTimeline
Fisher Asset Management, LLC1,371$439K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,370$438K0.01%-2913F-HR/ATimeline
GC Wealth Management RIA, LLC1,363$436K0.01%013F-HRTimeline
Arete Wealth Advisors, LLC1,362$436K0.03%+5713F-HRTimeline
CROBAN1,361$436K0.29%-10313F-HRTimeline
Pegasus Asset Management, Inc.1,357$434K0.14%013F-HR/ATimeline
Orgel Wealth Management, LLC1,341$429K0.01%+6113F-HRTimeline
EVOKE WEALTH, LLC1,341$429K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,340$429K0.08%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,338$428K0.03%013F-HRTimeline
Vise Technologies, Inc.1,335$427K0.02%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,331$426K0.02%-413F-HRTimeline
Quotient Wealth Partners, LLC1,331$426K0.01%013F-HRTimeline
S&CO INC1,329$425K0.03%013F-HRTimeline
SAX WEALTH ADVISORS, LLC1,327$425K0.02%+113F-HRTimeline
Gutierrez Wealth Advisory, LLC1,325$424K0.27%+213F-HRTimeline
SK Wealth Management, LLC1,290$421K0.16%-18513F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,314$421K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.1,314$420K0.02%+8313F-HRTimeline
Penobscot Investment Management Company…1,313$420K0.03%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,310$419K0.06%013F-HRTimelineGroup
Mutual Advisors, LLC1,273$416K0.01%+2913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,300$416K0.07%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,298$415K0.03%-20013F-HRTimeline
KKM Financial LLC1,296$415K0.13%-14613F-HRTimeline
Investment Advisory Group, LLC1,273$408K0.11%-2313F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,273$407K0.09%+24013F-HRTimeline
Triad Wealth Partners, LLC1,263$404K0.05%+9413F-HRTimeline
Oder Investment Management, LLC1,260$403K0.29%013F-HRTimeline
Financial Guidance Group, Inc.1,260$403K0.18%013F-HRTimeline
Paladin Advisory Group, LLC1,259$403K0.31%013F-HRTimeline
Dentgroup LLC1,254$401K0.26%-4713F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP1,251$400K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Nelson Capital Management, LLC1,250$400K0.05%013F-HRTimeline
Consolidated Portfolio Review Corp1,248$400K0.05%+413F-HRTimeline
Summa Corp.1,243$398K0.17%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,240$397K0.01%-71413F-HRTimelineGroup
Rialto Wealth Management, LLC1,238$396K0.1%-35413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,235$395K0.05%013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/1,232$394K0.02%+213F-HRTimeline
First Western Trust Bank1,230$394K0.02%+8813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,228$393K<0.01%+13813F-HRTimelineGroup
Csenge Advisory Group1,221$391K0.02%-17713F-HRTimeline
FIDUCIENT ADVISORS LLC1,219$390K0.05%+113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,218$390K0.01%013F-HRTimeline
Selective Wealth Management, Inc.1,202$390K0.13%013F-HRTimeline
PATTEN & PATTEN INC/TN1,205$386K0.02%013F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,200$384K0.07%new13F-HRTimeline