IWO ISHARES TR

RUS 2000 GRW ETF (fund)

1,042 managers (1,054 13F filers) reported a position in IWO shares at 2024-12-31, 32,448,943 shares in all. 89 filers opened a position and 51 filers sold out during the quarter.

Managers: 1,042
13F filers: 1,054
New: 89
Added: 332
Reduced: 271
Sold out: 51
Shares held by filers: 32,448,943

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
VISTA CAPITAL PARTNERS, INC.	1,459	$420K	0.05%	+333	13F-HR Timeline
Orgel Wealth Management, LLC	1,448	$417K	0.01%	0	13F-HR Timeline
Lion Street Advisors, LLC	1,448	$417K	0.13%	+18	13F-HR Timeline
WILLNER & HELLER, LLC	1,448	$417K	0.37%	+5	13F-HR Timeline
Family Firm, Inc.	1,429	$411K	0.09%	+5	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	1,427	$410K	0.03%	+2	13F-HR Timeline
O'Connor Financial Group LLC	1,421	$409K	0.21%	0	13F-HR Timeline
Key Financial Inc	1,394	$401K	0.09%	0	13F-HR Timeline
Eagle Bay Advisors LLC	1,388	$399K	0.25%	0	13F-HR Timeline
Pegasus Asset Management, Inc.	1,386	$399K	0.15%	0	13F-HR Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	1,390	$398K	0.03%	new	13F-HR Timeline Group
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	1,380	$397K	0.01%	new	13F-HR Timeline Group
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	1,379	$397K	<0.01%	0	13F-HR Timeline Group
Gutierrez Wealth Advisory, LLC	1,373	$395K	0.33%		13F-HR/A Timeline
GC Wealth Management RIA, LLC	1,363	$392K	0.07%	+10	13F-HR Timeline
CROBAN	1,361	$392K	0.38%		13F-HR Timeline
PBMares Wealth Management LLC	1,361	$392K	0.08%	+6	13F-HR Timeline
ADIRONDACK TRUST CO	1,349	$388K	0.15%	-16	13F-HR Timeline
EVOKE WEALTH, LLC	1,341	$386K	0.01%	0	13F-HR Timeline
Citizens National Bank Trust Department	1,340	$386K	0.08%	0	13F-HR Timeline
Laurel Wealth Advisors LLC	1,338	$385K	0.06%	-80	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	1,338	$385K	0.04%	0	13F-HR Timeline
Moors & Cabot, Inc.	1,336	$385K	0.02%	+66	13F-HR Timeline
Consolidated Portfolio Review Corp	1,336	$384K	0.06%	-21	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	1,335	$384K	0.02%	0	13F-HR Timeline
PRIVATE TRUST CO NA	1,328	$382K	0.04%	+149	13F-HR Timeline
S&CO INC	1,329	$382K	0.03%	0	13F-HR Timeline
EPIQ PARTNERS, LLC	1,300	$374K	0.2%	0	13F-HR Timeline
Quotient Wealth Partners, LLC	1,298	$374K	0.01%	-32	13F-HR Timeline
Centennial Wealth Advisory LLC	1,297	$373K	0.15%	+39	13F-HR Timeline
Global Retirement Partners, LLC	1,290	$371K	0.01%	+221	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	1,300	$370K	0.08%	0	13F-HR Timeline
LexAurum Advisors, LLC	1,279	$368K	0.07%	new	13F-HR Timeline
Nelson Capital Management, LLC	1,275	$367K	0.06%	0	13F-HR Timeline
Oder Investment Management, LLC	1,275	$367K	0.31%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	1,270	$366K	0.05%	+260	13F-HR/A Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	1,264	$364K	0.03%	-10	13F-HR Timeline
Financial Guidance Group, Inc.	1,260	$363K	0.2%	0	13F-HR Timeline
Paladin Advisory Group, LLC	1,259	$362K	0.28%	0	13F-HR Timeline
Banco BTG Pactual S.A.	1,250	$361K	0.08%	-100	13F-HR Timeline
MYCIO WEALTH PARTNERS, LLC	1,248	$359K	0.09%	+3	13F-HR Timeline
Trexquant Investment LP	1,248	$359K	<0.01%	new	13F-HR Timeline
Investment Advisory Group, LLC	1,242	$357K	0.12%	-16	13F-HR Timeline
Mutual Advisors, LLC	1,217	$357K	0.01%	-50	13F-HR Timeline
Paragon Capital Management Ltd	1,231	$354K	0.07%	0	13F-HR Timeline
Rothschild Capital Partners, LLC	1,228	$353K	0.09%	-39	13F-HR Timeline
ROFFMAN MILLER ASSOCIATES INC /PA/	1,221	$351K	0.02%	-89	13F-HR Timeline
Strategic Financial Concepts, LLC	1,216	$350K	0.07%	-333	13F-HR/A Timeline
JP Wealth Management, Inc.	1,847	$349K	0.26%		13F-HR Timeline
1832 Asset Management L.P.	1,211	$349K	<0.01%	0	13F-HR Timeline
CERTUITY, LLC	1,210	$348K	0.04%	+2	13F-HR Timeline
First Light Asset Management, LLC	1,208	$348K	0.03%	new	13F-HR Timeline
Cynosure Group, LLC	1,205	$347K	0.05%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	1,205	$347K	0.02%	0	13F-HR Timeline
First Heartland Consultants, Inc.	1,203	$346K	0.04%	+307	13F-HR Timeline
FourThought Financial Partners, LLC	1,202	$346K	0.04%	-96	13F-HR Timeline
Maxwell Wealth Strategies Inc.	1,198	$345K	0.14%	0	13F-HR Timeline
Keystone Wealth Services, LLC	1,197	$345K	0.09%	0	13F-HR Timeline
Selective Wealth Management, Inc.	1,202	$345K	0.14%	0	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,195	$344K	0.01%	0	13F-HR Timeline
Kovack Advisors, Inc.	1,188	$342K	0.03%	+417	13F-HR Timeline
Cordatus Wealth Management LLC	1,182	$340K	0.09%	+78	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	1,179	$339K	0.09%	0	13F-HR Timeline
Kaizen Financial Strategies	1,175	$338K	0.19%	+105	13F-HR Timeline
Triad Wealth Partners, LLC	1,174	$338K	0.12%	new	13F-HR Timeline
Allodium Investment Consultants, LLC	1,172	$337K	0.28%		13F-HR Timeline
Trivium Point Advisory, LLC	1,170	$337K	0.04%	new	13F-HR Timeline
Cannell & Spears LLC	1,170	$337K	0.01%	0	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	1,170	$337K	0.03%	0	13F-HR Timeline
Embree Financial Group	1,167	$336K	0.06%	+1	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	1,166	$336K	0.01%	new	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	1,163	$335K	0.05%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	1,163	$335K	0.01%	0	13F-HR/A Timeline Group
MONECO ADVISORS, LLC	1,159	$333K	0.04%	+233	13F-HR/A Timeline
CAHILL FINANCIAL ADVISORS INC	1,155	$333K	0.05%	-7	13F-HR Timeline
William Howard & Co Financial Advisors …	1,148	$330K	0.3%	-675	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	1,135	$327K	0.01%	+307	13F-HR Timeline Group
First Western Trust Bank	1,133	$326K	0.02%	+29	13F-HR Timeline
SMITH, MOORE & CO.	1,132	$326K	0.03%	+2	13F-HR Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	1,125	$324K	0.02%	0	13F-HR Timeline
Arbor Investment Advisors, LLC	1,120	$322K	0.05%	0	13F-HR Timeline
Smith Salley Wealth Management	1,104	$318K	0.02%	0	13F-HR Timeline
Curtis Advisory Group, LLC	1,101	$317K	0.08%	-41	13F-HR Timeline
Destination Wealth Management	1,092	$314K	0.01%	+60	13F-HR Timeline
SCOTIA CAPITAL INC.	1,086	$313K	<0.01%	0	13F-HR Timeline
Mascagni Wealth Management, Inc.	1,207	$309K	0.31%		13F-HR/A Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	1,067	$307K	0.06%	0	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	1,068	$307K	<0.01%	0	13F-HR Timeline
Aprio Wealth Management, LLC	1,062	$306K	0.04%	+1	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	1,060	$305K	0.05%	+4	13F-HR Timeline
FIRST MERCHANTS CORP	1,054	$303K	0.01%	+200	13F-HR Timeline
OBSIDIAN CIO, LLC	1,049	$302K	0.06%	+3	13F-HR Timeline
Falcon Wealth Planning	1,045	$301K	0.03%	+112	13F-HR Timeline
Avior Wealth Management, LLC	1,041	$300K	0.01%	+163	13F-HR Timeline
CGN Advisors LLC	1,041	$300K	0.03%	+3	13F-HR Timeline
Bluesphere Advisors LLC	1,036	$298K	0.15%	-366	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	1,035	$298K	0.01%	+4	13F-HR Timeline
SlateStone Wealth, LLC	1,027	$296K	0.03%	0	13F-HR Timeline
Cordgrass Capital Advisors, LLC	1,026	$295K	0.09%	0	13F-HR Timeline
BHK Investment Advisors, LLC	1,024	$295K	0.11%	-50	13F-HR Timeline
GREENLEAF TRUST	1,024	$295K	<0.01%	+94	13F-HR Timeline
Caprock Group, LLC	1,020	$294K	0.01%	new	13F-HR Timeline
Blue Barn Wealth, LLC	1,019	$293K	0.15%	+1	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	1,014	$292K	0.13%	0	13F-HR Timeline
Mezzasalma Advisors, LLC	1,008	$290K	0.09%	new	13F-HR Timeline
Holland Advisory Services, Inc.	1,001	$288K	0.38%	+3	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,001	$288K	<0.01%	+92	13F-HR Timeline Group
Westover Capital Advisors, LLC	1,000	$288K	0.06%	0	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	993	$286K	0.04%	0	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	991	$285K	0.02%	-579	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	989	$285K	<0.01%	+152	13F-HR Timeline
Delta Financial Group, Inc.	972	$280K	0.07%	new	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	972	$280K	0.01%	+34	13F-HR Timeline
BANK OZK	970	$279K	0.12%	0	13F-HR Timeline
SPINNAKER TRUST	965	$278K	0.02%	0	13F-HR Timeline
L & S Advisors Inc	960	$276K	0.03%	0	13F-HR Timeline
Advance Capital Management, Inc.	957	$275K	0.01%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	957	$275K	0.1%	new	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	957	$275K	0.08%	-9	13F-HR Timeline
Institute for Wealth Management, LLC.	953	$274K	0.03%	0	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	953	$274K	0.01%	+27	13F-HR/A Timeline
WEDBUSH SECURITIES INC	953	$274K	0.01%	+7	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	945	$272K	0.02%	0	13F-HR Timeline
Capital Investment Advisors, LLC	945	$272K	0.01%	+2	13F-HR Timeline
BAXTER BROS INC	943	$271K	0.04%	0	13F-HR Timeline
TFG Advisers LLC	937	$270K	0.1%	+2	13F-HR Timeline
Harbour Capital Advisors, LLC	913	$269K	0.06%	-81	13F-HR Timeline
TRUST CO OF VERMONT	935	$269K	0.01%	-35	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	933	$269K	<0.01%	-4,872	13F-HR Timeline Group
Legacy Advisors, LLC	927	$267K	0.03%	+200	13F-HR Timeline
VIAWEALTH, LLC	926	$267K	0.16%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	921	$266K	0.02%	-258,051	13F-HR Timeline
Magnus Financial Group LLC	922	$266K	0.03%	-8	13F-HR Timeline
River Wealth Advisors LLC	920	$265K	0.04%	+76	13F-HR Timeline
EIGHT 31 FINANCIAL, LLC	918	$264K	0.2%	+61	13F-HR Timeline
Leo Wealth, LLC	918	$264K	0.02%	+3	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	917	$264K	0.04%	0	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	916	$264K	0.02%	0	13F-HR Timeline
Clearwater Capital Advisors, LLC	908	$261K	0.03%	0	13F-HR Timeline
Florida Trust Wealth Management Co	907	$261K	0.01%	-133	13F-HR Timeline
SAGE FINANCIAL GROUP INC	906	$261K	0.02%	-285	13F-HR Timeline
Global Wealth Strategies & Associates	905	$260K	0.08%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	903	$260K	0.03%	0	13F-HR Timeline
Klingman & Associates, LLC	902	$260K	0.02%	0	13F-HR Timeline
Edge Capital Group, LLC	896	$258K	0.01%	0	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	855	$257K	0.01%	0	13F-HR Timeline
Valmark Advisers, Inc.	893	$257K	<0.01%	+137	13F-HR Timeline
HART & PATTERSON FINANCIAL GROUP LLC	892	$257K	0.12%	-62	13F-HR Timeline
Red Tortoise LLC	892	$257K	0.13%	0	13F-HR Timeline
RDA Financial Network	890	$256K	0.07%	-30	13F-HR Timeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA	886	$255K	0.06%	+9	13F-HR Timeline
ALEXANDER LABRUNERIE & CO., INC.	878	$253K	0.11%	0	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	871	$251K	<0.01%	+242	13F-HR Timeline Group
TFB Advisors LLC	868	$250K	0.07%	+10	13F-HR Timeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA	860	$248K	0.02%	0	13F-HR Timeline Group
Granite Investment Partners, LLC	859	$247K	0.01%	-192	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	858	$247K	0.03%	0	13F-HR Timeline
Dynamic Financial Group	854	$246K	0.25%		13F-HR Timeline
Gryphon Financial Partners LLC	853	$246K	0.04%	+109	13F-HR Timeline
Sunpointe, LLC	850	$245K	0.12%	0	13F-HR Timeline
Clientfirst Wealth Management, LLC	842	$242K	0.25%		13F-HR Timeline
Proactive Wealth Strategies LLC	841	$242K	0.13%	+3	13F-HR Timeline
ROANOKE ASSET MANAGEMENT CORP/ NY	839	$241K	0.08%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	831	$239K	0.03%	0	13F-HR Timeline
One Wealth Advisors, LLC	821	$236K	0.04%	new	13F-HR Timeline
Presidio Capital Management, LLC	819	$236K	0.13%	-45	13F-HR Timeline
Smithfield Trust Co	819	$235K	0.01%	0	13F-HR Timeline
LMCG INVESTMENTS, LLC	814	$234K	0.01%	-4	13F-HR Timeline
Cascade Financial Partners, LLC	813	$234K	0.03%	+12	13F-HR Timeline
Compound Planning, Inc.	805	$232K	0.01%	new	13F-HR Timeline
HANCOCK WHITNEY CORP	800	$230K	0.01%	new	13F-HR Timeline
RENAISSANCE TECHNOLOGIES LLC	800	$230K	<0.01%	new	13F-HR Timeline
Ellis Investment Partners, LLC	797	$230K	0.05%	+1	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	797	$229K	0.02%	-45	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	791	$228K		-3	Timeline CARY STREET PARTNERS FINANCIAL LLC: 791 (0.01%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: sold out, -794 13F-HR
Aviance Capital Partners, LLC	790	$227K	0.03%	new	13F-HR Timeline
Addison Advisors LLC	790	$227K	0.06%	0	13F-HR Timeline
HFG Advisors, Inc.	784	$226K	0.2%	0	13F-HR Timeline
Argent Trust Co	783	$225K	0.01%	-150	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	780	$224K	0.02%	0	13F-HR Timeline Group
Trust Co of the South	775	$223K	0.05%	0	13F-HR Timeline
Compass Ion Advisors, LLC	771	$222K	0.03%	+1	13F-HR Timeline
Safeguard Financial, LLC	770	$222K	0.05%	+20	13F-HR Timeline
MAYPORT, LLC	769	$221K	0.07%	0	13F-HR Timeline
CRA Financial Services, LLC	764	$220K	0.04%	0	13F-HR Timeline
Intelligence Driven Advisers, LLC	760	$219K	0.04%	+3	13F-HR Timeline
Salus Financial Advisors, LLC	759	$218K	0.17%		13F-HR Timeline
IFP Advisors, Inc	757	$218K	0.01%	+53	13F-HR Timeline
Austin Wealth Management, LLC	740	$218K	0.05%	new	13F-HR Timeline
INGALLS & SNYDER LLC	757	$218K	0.01%	-150	13F-HR Timeline
Topel & Distasi Wealth Management, LLC	756	$217K	0.09%	-164	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	751	$216K	0.01%	0	13F-HR Timeline
Callan Family Office, LLC	747	$215K	0.01%	new	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	746	$215K	0.03%	0	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	741	$213K	0.09%	+3	13F-HR Timeline
Independence Bank of Kentucky	736	$212K	0.03%	0	13F-HR Timeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…	735	$212K	0.03%	new	13F-HR Timeline Group
RWA WEALTH PARTNERS, LLC	733	$211K	<0.01%	new	13F-HR Timeline
Family Investment Center, Inc.	731	$210K	0.05%	0	13F-HR Timeline
Portland Global Advisors LLC	727	$209K	0.03%	0	13F-HR Timeline