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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
Prosperity Planning, Inc.3,146$1.02M0.27%-1513F-HRTimeline
Allegheny Financial Group3,143$1.02M0.15%+513F-HRTimeline
First Business Financial Services, Inc.3,132$1.01M0.09%013F-HRTimeline
Cadence Bank3,123$1.01M0.06%-4513F-HRTimeline
OLD NATIONAL BANCORP /IN/3,123$1.01M0.02%013F-HRTimeline
Fiduciary Alliance LLC3,121$1.01M0.07%+12813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC3,110$1M0.26%-56113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,095$1000K0.01%-1,74613F-HRTimelineGroup
FAS Wealth Partners, Inc.3,094$1000K0.06%+6013F-HRTimeline
WASATCH ADVISORS LP3,093$999K0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC3,076$994K0.02%13F-HRTimeline
HRT FINANCIAL LP3,057$987K<0.01%-6613F-HRTimeline
Disciplined Investments, LLC3,008$972K0.37%-2513F-HRTimeline
Parallel Advisors, LLC3,006$971K0.02%-23113F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,000$969K0.03%013F-HRTimeline
RENASANT BANK2,997$968K0.66%013F-HRTimeline
AdvisorNet Financial, Inc2,985$964K0.05%+17713F-HRTimeline
Smartleaf Asset Management LLC2,950$961K0.04%+89113F-HRTimeline
Copia Wealth Management2,962$957K0.68%+14813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,945$951K0.03%-31413F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC2,945$951K0.07%-29413F-HRTimeline
NorthRock Partners, LLC2,901$937K0.02%-6913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,898$936K0.02%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,861$924K0.03%013F-HRTimeline
Garde Capital, Inc.2,858$923K0.05%-1713F-HRTimeline
JFS WEALTH ADVISORS, LLC2,857$923K0.05%-1613F-HRTimeline
GW&K Investment Management, LLC2,844$919K0.01%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,814$914K0.03%+1,95413F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC2,815$909K0.11%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,813$909K0.03%-813F-HRTimeline
Intergy Private Wealth, LLC2,811$908K0.27%013F-HRTimeline
Focus Financial Network, Inc.2,802$905K0.03%+15313F-HRTimeline
Bedel Financial Consulting, Inc.2,779$898K0.1%+17513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,760$892K0.14%013F-HRTimeline
Glenview Trust Co2,752$889K0.01%-513F-HRTimeline
Ausdal Financial Partners, Inc.2,714$877K0.04%+34113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,704$873K0.02%+12513F-HRTimeline
Venture Visionary Partners LLC2,686$868K0.03%-6313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,674$864K<0.01%new13F-HRTimelineGroup
Mesirow Financial Investment Management…2,656$857K0.02%-4213F-HRTimeline
Kovack Advisors, Inc.2,646$855K0.04%new13F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP2,625$848K0.02%013F-HRTimeline
Accredited Investors Inc.2,606$842K0.04%-213F-HRTimeline
Gladstone Institutional Advisory LLC2,584$835K0.03%+80013F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,582$834K0.19%13F-HRTimeline
Perigon Wealth Management, LLC2,581$834K0.01%+713F-HRTimeline
Palisades Hudson Asset Management, L.P.2,575$832K0.32%+613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,575$832K0.35%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,544$822K0.04%-5613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,538$820K0.14%-1,67413F-HRTimelineGroup
Bell Bank2,533$818K0.03%-17713F-HRTimeline
Pacific Point Advisors, LLC2,500$808K0.43%013F-HRTimeline
National Philanthropic Trust2,497$807K0.01%+9113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,496$806K0.05%-12913F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management2,484$802K0.03%-1,25213F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC2,477$800K0.35%013F-HRTimeline
MGO ONE SEVEN LLC2,442$789K0.02%-83413F-HRTimeline
CFG Wealth Management Services, Inc.2,424$783K0.71%13F-HRTimeline
Consilium Wealth Advisory, LLC2,416$780K0.29%013F-HRTimeline
Betterment LLC2,397$774K<0.01%-44813F-HRTimeline
FC Advisory LLC2,390$772K0.22%-10713F-HRTimeline
Newton One Investments LLC2,380$769K0.23%-8813F-HRTimeline
Stordahl Capital Management, Inc.2,379$769K0.16%-2513F-HRTimeline
Sound View Wealth Advisors Group, LLC2,373$766K0.05%-2313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,363$763K0.02%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC2,350$759K0.02%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,350$759K0.09%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,350$759K0.05%+513F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,332$753K0.21%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,319$749K0.62%+213F-HRTimeline
Linscomb Wealth, Inc.2,319$749K0.03%013F-HRTimeline
Palisades Investment Partners, LLC2,308$746K0.28%new13F-HRTimeline
Strategies Wealth Advisors, LLC2,305$745K0.07%-21213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,297$742K0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,297$742K0.01%-213F-HRTimeline
WealthPLAN Partners, LLC2,297$742K0.11%013F-HRTimeline
GHP Investment Advisors, Inc.2,295$741K0.03%-13713F-HRTimeline
Legacy Trust2,291$740K0.14%013F-HRTimeline
Sepio Capital, LP2,287$739K0.04%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,257$729K0.06%013F-HRTimeline
F/m Investments LLC2,254$728K0.03%013F-HRTimeline
SkyOak Wealth, LLC2,233$721K0.13%-3613F-HRTimeline
Brooklyn Investment Group2,195$721K0.03%new13F-HRTimeline
Sierra Capital LLC2,223$718K0.08%013F-HRTimeline
Friday Financial2,222$718K0.25%+45013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,221$717K<0.01%-44413F-HRTimelineGroup
Integrity Wealth Solutions LLC2,217$716K0.28%-3113F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,216$716K0.35%-20013F-HRTimeline
Premier Path Wealth Partners, LLC2,214$715K0.09%013F-HRTimeline
Fulton Bank, N.A.2,212$714K0.02%-3813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,200$711K0.22%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,181$704K0.58%013F-HRTimeline
IFP Advisors, Inc2,162$698K0.02%+79213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,157$697K0.01%+1,01113F-HRTimelineGroup
One Wealth Advisors, LLC2,156$696K0.09%new13F-HRTimeline
American Wealth Advisors, LLC2,147$693K0.68%-3213F-HRTimeline
Elgethun Capital Management2,075$670K0.12%013F-HRTimeline
SOA Wealth Advisors, LLC.2,061$666K0.11%+31213F-HRTimeline
Symphony Financial, Ltd. Co.2,039$664K0.09%new13F-HRTimeline
HM PAYSON & CO2,050$662K0.01%013F-HRTimeline
JT Stratford LLC2,012$650K0.08%new13F-HRTimeline
Prime Capital Investment Advisors, LLC1,984$641K0.01%-13513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,974$638K0.09%-4113F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.1,957$632K0.22%013F-HRTimeline
True North Advisors, LLC1,954$631K0.08%new13F-HRTimeline
Platform Technology Partners1,940$627K0.13%013F-HRTimeline
Palisade Asset Management, LLC1,922$621K0.06%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,910$617K0.09%new13F-HRTimeline
Hoxton Planning & Management, LLC1,887$610K0.18%-12913F-HRTimeline
DRAVO BAY LLC1,883$608K0.25%+1013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,883$608K0.01%013F-HRTimelineGroup
Vise Technologies, Inc.1,880$607K0.01%+54513F-HRTimeline
Bensler, LLC1,878$607K0.06%-56013F-HRTimeline
NTV Asset Management LLC1,878$607K0.06%013F-HRTimeline
Banco BTG Pactual S.A.1,850$598K0.11%013F-HRTimeline
Mason Investment Advisory Services, Inc.1,849$597K0.03%013F-HRTimeline
Genesee Capital Advisors, LLC1,840$594K0.24%013F-HRTimeline
Cascade Wealth Advisors, Inc1,718$592K0.27%013F-HRTimeline
Verdence Capital Advisors LLC1,814$586K0.03%+113F-HRTimeline
IHT Wealth Management, LLC1,812$585K0.01%+9613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,808$584K0.01%new13F-HRTimelineGroup
Resonant Capital Advisors, LLC1,800$581K0.03%new13F-HRTimeline
FSM Wealth Advisors, LLC1,799$581K0.08%-14013F-HRTimeline
ANDERSON HOAGLAND & CO1,790$578K0.05%013F-HRTimeline
DAVENPORT & Co LLC1,790$578K<0.01%+36913F-HRTimeline
Oak Barrel Wealth Advisory LLC1,762$569K0.34%13F-HRTimeline
Trifecta Capital Advisors, LLC1,737$561K0.08%013F-HRTimeline
Seelaus Asset Management LLC1,725$557K0.44%013F-HRTimeline
Jupiter Wealth Management LLC1,683$557K0.25%013F-HRTimeline
CASTLEARK MANAGEMENT LLC1,720$556K0.02%+1,22013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,720$556K0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,714$554K0.02%013F-HRTimelineGroup
McGuire Investment Group, LLC1,712$553K0.06%-1913F-HRTimeline
Athena Investment Management1,694$547K0.28%013F-HRTimeline
Parkshore Wealth Management, Inc.1,694$547K0.21%+413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC1,692$547K0.18%013F-HRTimeline
Financial Partners Group, Inc1,624$546K0.06%+313F-HRTimeline
KDK Private Wealth Management, LLC1,682$543K0.47%-5013F-HR/ATimeline
Cranbrook Wealth Management, LLC1,677$542K0.11%-413F-HRTimeline
Aptus Capital Advisors, LLC1,672$540K<0.01%-2113F-HRTimeline
Northstar Financial Companies, Inc.1,661$537K0.43%-3813F-HRTimeline
Summit Wealth Partners, LLC1,660$536K0.1%013F-HRTimeline
Performance Wealth Partners, LLC1,658$536K0.01%013F-HRTimeline
SHAKER INVESTMENTS LLC/OH1,653$534K0.22%-1,73213F-HRTimeline
MLP3, LLC1,651$533K0.58%13F-HRTimeline
Joel Isaacson & Co., LLC1,647$532K0.02%013F-HRTimeline
CHAPIN DAVIS, INC.1,645$531K0.12%-113F-HRTimeline
BEARING POINT CAPITAL, LLC1,626$525K0.08%-7513F-HRTimeline
Tassel Capital Management, Inc.1,619$523K0.32%013F-HRTimeline
Investmark Advisory Group LLC1,615$522K0.22%+113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,614$521K0.03%+313F-HRTimelineGroup
Curtis Advisory Group, LLC1,605$518K0.11%-2613F-HRTimeline
United Advisor Group, LLC1,602$517K0.07%+74713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,493$514K0.02%+2113F-HRTimelineGroup
Sunbeam Capital Management, LLC1,574$508K0.3%-16913F-HRTimeline
RFG Advisory, LLC1,566$506K0.01%-1313F-HRTimeline
MONTAG A & ASSOCIATES INC1,562$505K0.02%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,562$505K0.01%-413F-HRTimelineGroup
Bangor Savings Bank1,552$501K0.04%013F-HRTimeline
PRIVATE TRUST CO NA1,549$500K0.04%+3813F-HRTimeline
Diversified Portfolios, Inc.1,543$498K0.04%-1213F-HRTimeline
Centennial Wealth Advisory LLC1,537$497K0.13%+6913F-HRTimeline
Csenge Advisory Group1,530$494K0.02%+30913F-HRTimeline
Granite Harbor Advisors, Inc.1,521$491K0.21%+1413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,508$487K0.18%-2013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,503$485K0.01%new13F-HRTimelineGroup
NewEdge Wealth, LLC1,499$484K0.01%-49413F-HRTimeline
Sage Capital Management, LLC1,492$483K0.22%+113F-HRTimeline
LS Investment Advisors, LLC1,483$479K0.07%+813F-HRTimeline
KLCM Advisors, Inc.1,476$477K0.04%new13F-HRTimeline
Coastwise Capital Group, LLC1,476$477K0.24%+213F-HRTimeline
Wilmington Savings Fund Society, FSB1,462$472K0.01%-5613F-HRTimeline
OPAL CAPITAL LLC1,767$472K0.12%13F-HRTimeline
WILLNER & HELLER, LLC1,457$470K0.34%+413F-HRTimeline
OAKWORTH CAPITAL, INC.1,453$469K0.03%+97613F-HRTimeline
Triumph Capital Management1,452$469K0.1%+30813F-HRTimeline
Destination Wealth Management1,451$469K0.01%+41213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,446$467K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,444$466K0.02%+84113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,438$464K<0.01%013F-HRTimelineGroup
Bridge City Capital, LLC1,434$463K0.14%+44513F-HRTimeline
Valmark Advisers, Inc.1,431$462K0.01%+4513F-HRTimeline
Savvy Advisors, Inc.1,426$461K0.01%+45213F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,403$453K0.1%+13013F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,400$452K0.1%+20013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,396$451K0.01%+1913F-HRTimeline
American Trust1,390$449K0.04%-2,09813F-HRTimeline
Key Financial Inc1,389$449K0.08%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,388$448K0.01%-3513F-HRTimelineGroup
Eagle Bay Advisors LLC1,388$448K0.33%013F-HRTimeline
Empirical Asset Management, LLC1,385$447K0.13%013F-HRTimeline
Chicago Partners Investment Group LLC1,284$445K0.01%+42013F-HRTimeline
MIdWestOne Financial Group, Inc.1,372$443K0.05%013F-HRTimeline
Moors & Cabot, Inc.1,372$443K0.02%+5813F-HRTimeline
SCS Capital Management LLC1,362$440K<0.01%-50213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,362$440K0.15%-5813F-HRTimeline
Pegasus Asset Management, Inc.1,357$438K0.13%013F-HR/ATimeline
EVOKE WEALTH, LLC1,341$433K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,340$433K0.07%013F-HRTimeline
Orgel Wealth Management, LLC1,334$431K0.01%-713F-HRTimeline