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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,019 managers (1,031 13F filers) reported a position in IWO shares at 2026-03-31, 30,529,305 shares in all. 56 filers opened a position and 79 filers sold out during the quarter.

Managers
1,019
13F filers
1,031
New
56
Added
270
Reduced
343
Sold out
79
Shares held by filers
30,529,305

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
First Business Financial Services, Inc.3,132$983K0.09%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,123$980K0.02%013F-HRTimeline
Prosperity Planning, Inc.3,116$978K0.25%-3013F-HRTimeline
First Bancorp, Inc /ME/3,110$976K0.49%-15013F-HRTimeline
Northwest & Ethical Investments L.P.3,049$975K0.02%new13F-HRTimeline
AMJ Financial Wealth Management3,083$967K0.23%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,055$959K0.01%-4013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,034$952K0.01%new13F-HRTimelineGroup
Garde Capital, Inc.3,008$944K0.06%+15013F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,000$941K0.02%013F-HRTimeline
RENASANT BANK2,974$933K0.66%-2313F-HRTimeline
Bishop & Co Investment Management, LLC2,967$931K0.32%-13,55713F-HRTimeline
JFS WEALTH ADVISORS, LLC2,947$925K0.05%+9013F-HRTimeline
Advisory Services Network, LLC2,941$923K0.01%-75813F-HRTimeline
National Philanthropic Trust2,925$918K0.01%+42813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,922$917K0.02%+2413F-HRTimeline
Brooklyn Investment Group2,912$914K0.03%+71713F-HRTimeline
Disciplined Investments, LLC2,900$910K0.33%-10813F-HRTimeline
AdvisorNet Financial, Inc2,876$902K0.05%-10913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,861$898K0.03%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,848$894K0.06%-9713F-HRTimeline
EASTERN BANK2,833$889K0.02%-39013F-HRTimeline
NorthRock Partners, LLC2,832$889K0.01%-6913F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,827$887K0.02%new13F-HRTimeline
Copia Wealth Management2,811$882K0.61%-15113F-HRTimeline
Intergy Private Wealth, LLC2,811$882K0.26%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,808$881K0.03%-513F-HRTimeline
DAVENPORT & Co LLC2,805$880K<0.01%+1,01513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,786$874K0.06%+29013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,765$868K0.1%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,760$866K0.14%013F-HRTimeline
Glenview Trust Co2,752$864K0.01%013F-HRTimeline
Bedel Financial Consulting, Inc.2,727$856K0.1%-5213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,693$845K0.02%+6813F-HRTimeline
Ausdal Financial Partners, Inc.2,689$844K0.04%-2513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,684$842K0.03%-26113F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC2,665$836K0.1%-15013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,654$833K0.13%+11613F-HRTimelineGroup
Mesirow Financial Investment Management…2,655$833K0.01%-113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,651$831K0.01%-5313F-HRTimeline
Kovack Advisors, Inc.2,645$831K0.04%-113F-HRTimeline
Gladstone Institutional Advisory LLC2,641$829K0.03%+5713F-HRTimeline
Nicholas Investment Partners, LP2,625$824K0.06%-14,63613F-HRTimeline
Accredited Investors Inc.2,606$818K0.04%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,575$808K0.34%013F-HRTimeline
Palisades Hudson Asset Management, L.P.2,576$808K0.31%+113F-HRTimeline
Venture Visionary Partners LLC2,568$806K0.03%-11813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,639$805K0.02%-17513F-HRTimelineGroup
Perigon Wealth Management, LLC2,565$805K0.01%-1613F-HRTimeline
WealthPlan Investment Management, LLC2,539$797K0.04%new13F-HRTimeline
SVB WEALTH LLC2,537$796K0.05%-72013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,522$791K0.2%-58813F-HRTimeline
Integrated Wealth Concepts LLC2,515$789K0.01%-3,36713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,501$785K0.03%+1713F-HRTimelineGroup
Pacific Point Advisors, LLC2,500$785K0.41%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,477$777K0.35%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,468$774K0.01%-80213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,460$772K<0.01%-2,08913F-HRTimelineGroup
Focus Financial Network, Inc.2,459$772K0.03%-34313F-HRTimeline
CFG Wealth Management Services, Inc.2,424$761K0.69%013F-HRTimeline
OpenArc Corporate Advisory, LLC2,417$758K0.01%-65913F-HRTimeline
Consilium Wealth Advisory, LLC2,416$758K0.26%013F-HRTimeline
MGO ONE SEVEN LLC2,390$750K0.02%-5213F-HRTimeline
Fulton Bank, N.A.2,389$750K0.03%+17713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC2,382$747K0.13%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC2,375$745K0.05%+213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,350$738K0.05%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,350$737K0.08%013F-HRTimeline
FC Advisory LLC2,347$736K0.22%-4313F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,332$732K0.2%013F-HRTimeline
Intellectus Partners, LLC2,328$731K0.15%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,320$728K0.59%+113F-HRTimeline
Newton One Investments LLC2,302$722K0.2%-7813F-HRTimeline
GHP Investment Advisors, Inc.2,301$722K0.03%+613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,297$721K0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,297$721K0.01%013F-HR/ATimeline
Legacy Trust2,291$719K0.14%013F-HRTimeline
Bell Bank2,288$718K0.03%-24513F-HRTimeline
Sepio Capital, LP2,287$718K0.04%013F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC2,254$707K0.06%13F-HRTimelineGroup
SkyOak Wealth, LLC2,233$701K0.13%013F-HRTimeline
Moors & Cabot, Inc.2,232$700K0.03%+86013F-HRTimeline
Sierra Capital LLC2,223$698K0.08%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,221$697K<0.01%013F-HRTimelineGroup
Integrity Wealth Solutions LLC2,217$696K0.27%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,216$695K0.38%013F-HRTimeline
Stordahl Capital Management, Inc.2,210$694K0.14%-16913F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,208$693K0.11%+29813F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,181$684K0.55%013F-HRTimeline
IFP Advisors, Inc2,175$683K0.01%+1313F-HRTimeline
American Wealth Advisors, LLC2,147$674K0.7%013F-HRTimeline
Elgethun Capital Management2,075$651K0.11%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,058$646K0.01%-30513F-HRTimelineGroup
Symphony Financial, Ltd. Co.2,095$644K0.09%+5613F-HRTimeline
Premier Path Wealth Partners, LLC2,034$638K0.08%-18013F-HRTimeline
Cascade Wealth Advisors, Inc1,718$634K0.28%013F-HRTimeline
SOA Wealth Advisors, LLC.2,010$631K0.12%-5113F-HRTimeline
HM PAYSON & CO2,000$628K0.01%-5013F-HRTimeline
Quantbot Technologies LP2,000$628K0.03%new13F-HRTimeline
Jupiter Wealth Management LLC1,683$621K0.25%013F-HRTimeline
Friday Financial1,978$621K0.21%-24413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,957$614K0.21%013F-HRTimeline
True North Advisors, LLC1,954$613K0.07%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,945$610K0.08%-2913F-HRTimelineGroup
Platform Technology Partners1,940$609K0.12%013F-HRTimeline
Vise Technologies, Inc.1,880$607K0.01%013F-HRTimeline
Palisade Asset Management, LLC1,928$605K0.06%+613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,926$604K0.01%+11813F-HRTimelineGroup
DRAVO BAY LLC1,925$604K0.25%+4213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,913$600K<0.01%-74,62413F-HRTimelineGroup
Bensler, LLC1,878$589K0.06%013F-HRTimeline
NTV Asset Management LLC1,878$589K0.06%013F-HRTimeline
Hoxton Planning & Management, LLC1,873$588K0.18%-1413F-HRTimeline
Prime Capital Investment Advisors, LLC1,854$582K0.01%-13013F-HRTimeline
Destination Wealth Management1,851$581K0.02%+40013F-HRTimeline
Apella Capital, LLC1,624$579K0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,842$578K<0.01%new13F-HRTimelineGroup
Genesee Capital Advisors, LLC1,840$577K0.24%013F-HRTimeline
Strategies Wealth Advisors, LLC1,820$571K0.06%-48513F-HRTimeline
Verdence Capital Advisors LLC1,816$570K0.03%+213F-HRTimeline
IHT Wealth Management, LLC1,803$566K0.01%-913F-HRTimeline
Resonant Capital Advisors, LLC1,800$565K0.03%013F-HRTimeline
FSM Wealth Advisors, LLC1,799$565K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,793$563K0.01%-9013F-HRTimelineGroup
ANDERSON HOAGLAND & CO1,790$562K0.05%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,574$553K0.01%+8113F-HRTimelineGroup
Trifecta Capital Advisors, LLC1,737$545K0.08%013F-HRTimeline
United Advisor Group, LLC1,731$543K0.07%+12913F-HRTimeline
McGuire Investment Group, LLC1,730$543K0.06%+1813F-HRTimeline
Brand Asset Management Group, Inc.1,727$542K0.14%new13F-HRTimeline
Seelaus Asset Management LLC1,725$541K0.39%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,721$540K0.01%+71413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,720$540K0.01%013F-HRTimelineGroup
Madrid Wealth Management, LLC1,715$538K0.41%new13F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,714$538K0.02%013F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,706$535K0.14%+30313F-HRTimeline
B. Riley Wealth Advisors, Inc.1,769$532K0.03%-77513F-HRTimeline
Athena Investment Management1,694$532K0.28%013F-HRTimeline
Parkshore Wealth Management, Inc.1,686$529K0.18%-813F-HRTimeline
Brady Martz Wealth Solutions, LLC1,679$527K0.09%-2,58313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC1,672$525K0.17%-2013F-HRTimeline
Northstar Financial Companies, Inc.1,661$521K0.41%013F-HRTimeline
Performance Wealth Partners, LLC1,658$520K0.02%013F-HRTimeline
MLP3, LLC1,651$518K0.57%013F-HRTimeline
Joel Isaacson & Co., LLC1,647$517K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC1,642$515K<0.01%-3013F-HRTimeline
KDK Private Wealth Management, LLC1,636$513K0.47%-4613F-HRTimeline
BEARING POINT CAPITAL, LLC1,626$510K0.08%013F-HRTimeline
Tassel Capital Management, Inc.1,619$508K0.28%013F-HRTimeline
Investmark Advisory Group LLC1,615$507K0.22%013F-HRTimeline
Proactive Wealth Strategies LLC1,612$506K0.1%+77613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,606$504K0.03%-813F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH1,603$503K0.23%-5013F-HRTimeline
CHAPIN DAVIS, INC.1,578$495K0.11%-6713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,565$491K0.01%+313F-HRTimelineGroup
Chicago Partners Investment Group LLC1,369$491K0.01%+8513F-HRTimeline
MONTAG A & ASSOCIATES INC1,562$490K0.02%013F-HRTimeline
Diversified Portfolios, Inc.1,543$484K0.04%013F-HRTimeline
Curtis Advisory Group, LLC1,532$481K0.1%-7313F-HRTimeline
First National Trust Co1,528$480K0.02%+68213F-HRTimeline
Cranbrook Wealth Management, LLC1,523$478K0.1%-15413F-HRTimeline
RFG Advisory, LLC1,507$473K0.01%-5913F-HRTimeline
Key Financial Inc1,506$473K0.08%+11713F-HRTimeline
PRIVATE TRUST CO NA1,497$470K0.04%-5213F-HRTimeline
Sage Capital Management, LLC1,492$469K0.22%013F-HRTimeline
NewEdge Wealth, LLC1,483$465K0.01%-1613F-HRTimeline
Coastwise Capital Group, LLC1,476$463K0.26%013F-HRTimeline
KLCM Advisors, Inc.1,476$463K0.04%013F-HRTimeline
LS Investment Advisors, LLC1,475$463K0.07%-813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,468$461K0.16%-4013F-HRTimeline
WILLNER & HELLER, LLC1,457$457K0.34%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,457$457K0.01%-513F-HRTimeline
OAKWORTH CAPITAL, INC.1,453$456K0.02%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,446$454K0.02%013F-HRTimeline
Summit Wealth Partners, LLC1,446$454K0.07%-21413F-HRTimeline
Valmark Advisers, Inc.1,442$453K0.01%+1113F-HRTimeline
RWA WEALTH PARTNERS, LLC1,434$450K<0.01%+64113F-HRTimeline
EVOKE WEALTH, LLC1,413$443K0.01%+7213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,406$441K<0.01%-3213F-HRTimelineGroup
American Trust1,402$440K0.04%+1213F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,400$439K0.11%013F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT1,392$437K0.01%+17413F-HRTimeline
Eagle Bay Advisors LLC1,388$436K0.38%013F-HRTimeline
Empirical Asset Management, LLC1,385$435K0.11%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,372$431K0.02%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,368$429K0.03%+1,30313F-HRTimeline
Pegasus Asset Management, Inc.1,357$426K0.14%013F-HR/ATimeline
KKM Financial LLC1,314$424K0.08%013F-HRTimeline
Selective Wealth Management, Inc.1,202$422K0.13%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,342$421K0.01%-5413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,341$421K0.06%+4113F-HRTimeline
Citizens National Bank Trust Department1,340$421K0.07%013F-HRTimeline
Triad Wealth Partners, LLC1,335$419K0.03%+13413F-HRTimeline
Orgel Wealth Management, LLC1,334$419K0.01%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,331$418K0.02%013F-HRTimeline
Quotient Wealth Partners, LLC1,331$418K0.01%013F-HRTimeline
S&CO INC1,329$417K0.03%013F-HRTimeline
Gutierrez Wealth Advisory, LLC1,328$417K0.26%013F-HRTimeline
Callan Family Office, LLC1,320$414K0.01%-7,79713F-HRTimeline
CROBAN1,318$414K0.19%+4013F-HRTimeline