Skip to content
Disclosery

IWO ISHARES TR

Follow

RUS 2000 GRW ETF (fund)

953 managers (963 13F filers) reported a position in IWO shares at 2025-03-31, 31,310,659 shares in all. 41 filers opened a position and 129 filers sold out during the quarter.

Managers
953
13F filers
963
New
41
Added
245
Reduced
376
Sold out
129
Shares held by filers
31,310,659

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Investment Advisory Group, LLC1,296$331K0.11%+5413F-HRTimeline
Quotient Wealth Partners, LLC1,294$331K0.01%-413F-HRTimeline
Clare Market Investments LLC1,287$329K0.09%-20213F-HRTimeline
Orgel Wealth Management, LLC1,280$327K0.01%-16813F-HRTimeline
SAX WEALTH ADVISORS, LLC1,279$327K0.02%new13F-HRTimeline
Nelson Capital Management, LLC1,275$326K0.06%013F-HRTimeline
Oder Investment Management, LLC1,275$326K0.28%013F-HRTimeline
JP Wealth Management, Inc.1,847$323K0.26%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,260$322K0.02%-413F-HRTimeline
Financial Guidance Group, Inc.1,260$322K0.17%013F-HRTimeline
Paladin Advisory Group, LLC1,259$322K0.26%013F-HRTimeline
Falcon Wealth Planning1,250$319K0.04%+20513F-HRTimeline
NWAM LLC1,237$316K0.03%-23813F-HRTimeline
Moors & Cabot, Inc.1,236$316K0.02%-10013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,235$316K0.05%-3513F-HRTimeline
Paragon Capital Management Ltd1,231$315K0.06%013F-HRTimeline
1832 Asset Management L.P.1,226$313K<0.01%+1513F-HRTimeline
FIDUCIENT ADVISORS LLC1,216$311K0.04%-1,87913F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/1,212$310K0.02%-913F-HRTimeline
Mascagni Wealth Management, Inc.1,207$309K0.31%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,206$308K0.01%+7113F-HRTimelineGroup
Cynosure Group, LLC1,205$308K0.04%013F-HRTimeline
PATTEN & PATTEN INC/TN1,205$308K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,300$306K0.07%013F-HRTimeline
Curtis Advisory Group, LLC1,198$306K0.09%+9713F-HRTimeline
Keystone Wealth Services, LLC1,197$306K0.08%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,195$305K0.01%013F-HRTimeline
CERTUITY, LLC1,191$304K0.03%-1913F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,179$301K0.08%013F-HRTimeline
Allodium Investment Consultants, LLC1,172$299K0.22%013F-HRTimeline
Triad Wealth Partners, LLC1,171$299K0.09%-313F-HRTimeline
Cordatus Wealth Management LLC1,172$299K0.08%-1013F-HRTimeline
Embree Financial Group1,167$298K0.05%013F-HRTimeline
Trivium Point Advisory, LLC1,164$297K0.04%-613F-HRTimeline
First Western Trust Bank1,161$297K0.01%+2813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,152$294K0.04%-1113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,149$294K<0.01%+14813F-HRTimelineGroup
SAPIENT CAPITAL LLC1,136$290K0.01%new13F-HRTimeline
SMITH, MOORE & CO.1,132$289K0.03%013F-HRTimeline
Selective Wealth Management, Inc.1,202$288K0.13%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,125$287K0.02%013F-HRTimeline
Kaizen Financial Strategies1,125$287K0.17%-5013F-HRTimeline
Cannell & Spears LLC1,123$287K0.01%-4713F-HRTimeline
Kera Capital Partners, Inc.1,123$287K0.09%-23,12713F-HRTimeline
Strive Asset Management, LLC1,122$287K0.2%-79413F-HR/ATimeline
Arbor Investment Advisors, LLC1,120$286K0.04%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,120$286K0.04%-3513F-HRTimeline
Mutual Advisors, LLC1,134$286K0.01%-8313F-HRTimeline
Smith Salley Wealth Management1,104$282K0.02%013F-HRTimeline
Triumph Capital Management1,093$279K0.09%-3,36213F-HRTimeline
SCOTIA CAPITAL INC.1,086$278K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,082$276K0.03%-24613F-HRTimeline
FourThought Financial Partners, LLC1,080$276K0.03%-12213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,070$274K0.01%+3513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,067$273K0.06%013F-HRTimeline
Aprio Wealth Management, LLC1,062$271K0.03%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,053$271K0.04%-713F-HRTimeline
Valmark Advisers, Inc.1,058$270K<0.01%+16513F-HRTimeline
Avior Wealth Management, LLC1,055$270K0.01%+1413F-HRTimeline
FIRST MERCHANTS CORP1,054$269K0.01%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,048$268K0.07%+16213F-HRTimeline
OBSIDIAN CIO, LLC1,047$268K0.04%-213F-HRTimeline
Destination Wealth Management1,037$265K0.01%-5513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,032$264K<0.01%013F-HRTimelineGroup
Delta Financial Group, Inc.973$263K0.06%+113F-HRTimeline
Legacy Advisors, LLC1,027$262K0.03%+10013F-HRTimeline
LexAurum Advisors, LLC1,027$262K0.05%-25213F-HRTimeline
Cordgrass Capital Advisors, LLC1,026$262K0.07%013F-HRTimeline
SlateStone Wealth, LLC1,027$262K0.03%013F-HRTimeline
BHK Investment Advisors, LLC1,024$262K0.11%013F-HRTimeline
Financial Advocates Investment Manageme…1,024$262K0.02%-93413F-HRTimeline
Caprock Group, LLC1,020$261K0.01%013F-HRTimeline
Baker Avenue Asset Management, LP1,019$260K0.01%-61013F-HRTimeline
Legato Capital Management LLC1,018$260K0.04%new13F-HRTimeline
CGN Advisors LLC1,015$259K0.03%-2613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,014$259K0.1%013F-HRTimeline
Mezzasalma Advisors, LLC1,008$258K0.09%013F-HRTimeline
Holland Advisory Services, Inc.1,003$256K0.39%+213F-HRTimeline
Westover Capital Advisors, LLC1,000$256K0.06%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC993$254K0.03%013F-HRTimeline
GREENLEAF TRUST987$252K<0.01%-3713F-HRTimeline
Blue Barn Wealth, LLC985$252K0.13%-3413F-HRTimeline
Heartwood Wealth Advisors LLC985$252K0.03%+15413F-HRTimeline
William Howard & Co Financial Advisors …980$250K0.23%-16813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC979$250K<0.01%-8913F-HRTimeline
Rothschild Capital Partners, LLC976$249K0.07%-25213F-HRTimeline
OAK RIDGE INVESTMENTS LLC974$249K0.02%-3,19613F-HRTimeline
BANK OZK970$248K0.1%013F-HRTimeline
SPINNAKER TRUST965$247K0.02%013F-HRTimeline
Belpointe Asset Management LLC962$246K0.01%-1,24913F-HRTimeline
Fortis Capital Advisors, LLC962$246K0.05%new13F-HRTimeline
L & S Advisors Inc960$245K0.03%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC958$245K0.08%+113F-HRTimeline
Gotham Asset Management, LLC958$245K<0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC957$245K0.08%013F-HRTimeline
Institute for Wealth Management, LLC.953$244K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC953$243K0.01%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC945$241K0.02%013F-HRTimeline
TRUST CO OF VERMONT935$239K0.01%013F-HRTimeline
Headlands Technologies LLC932$238K0.03%new13F-HRTimeline
Clearwater Capital Advisors, LLC929$237K0.02%+2113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC926$237K0.01%-2713F-HR/ATimeline
VIAWEALTH, LLC926$237K0.15%013F-HRTimeline
River Wealth Advisors LLC920$235K0.03%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC918$235K0.15%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.917$234K0.03%013F-HRTimeline
TFG Advisers LLC915$234K0.08%-2213F-HRTimeline
Members Trust Co908$232K0.01%+813F-HRTimeline
Global Wealth Strategies & Associates905$231K0.07%013F-HRTimeline
Capital Investment Advisors, LLC904$231K<0.01%-4113F-HRTimeline
Klingman & Associates, LLC902$230K0.01%013F-HRTimeline
BAXTER BROS INC900$230K0.03%-4313F-HRTimeline
Florida Trust Wealth Management Co900$230K0.01%-713F-HRTimeline
Red Tortoise LLC892$228K0.12%013F-HRTimeline
MONECO ADVISORS, LLC890$227K0.02%-26913F-HR/ATimeline
RDA Financial Network890$227K0.07%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC880$225K0.01%-3613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA855$224K0.01%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.878$224K0.1%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB872$223K0.01%-10013F-HRTimeline
Harbour Capital Advisors, LLC913$223K0.06%013F-HRTimeline
Radnor Capital Management, LLC870$222K0.04%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA860$220K0.01%013F-HRTimelineGroup
Dynamic Financial Group854$218K0.22%013F-HRTimeline
Gryphon Financial Partners LLC853$218K0.03%013F-HRTimeline
Sunpointe, LLC850$217K0.12%013F-HRTimeline
Callan Family Office, LLC843$215K0.02%+9613F-HRTimeline
GWN SECURITIES INC.800$215K0.01%new13F-HRTimeline
Proactive Wealth Strategies LLC843$215K0.11%+213F-HRTimeline
Clientfirst Wealth Management, LLC841$215K0.24%-113F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY839$214K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…826$211K0.02%-9513F-HRTimeline
WARNER FINANCIAL, INC824$211K0.09%-73313F-HRTimeline
Presidio Capital Management, LLC824$211K0.09%+513F-HRTimeline
Icon Wealth Advisors, LLC820$210K0.02%+36613F-HRTimeline
Cascade Financial Partners, LLC818$209K0.03%+513F-HRTimeline
TFB Advisors LLC812$208K0.06%-5613F-HRTimeline
IFP Advisors, Inc802$205K0.01%+4513F-HRTimeline
Capital Advisors, Ltd. LLC803$205K0.03%-10013F-HRTimeline
HANCOCK WHITNEY CORP800$204K0.01%013F-HRTimeline
Birch Hill Investment Advisors LLC800$204K0.01%new13F-HRTimeline
Cladis Investment Advisory, LLC800$204K0.15%new13F-HRTimeline
Ellis Investment Partners, LLC798$204K0.04%+113F-HRTimeline
Magnus Financial Group LLC795$203K0.02%-12713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…791$202K0.01%013F-HRTimelineGroup
Aviance Capital Partners, LLC790$202K0.03%013F-HRTimeline
Opal Wealth Advisors, LLC787$201K0.06%-5,97713F-HRTimeline
HFG Advisors, Inc.784$200K0.17%013F-HRTimeline
Smithfield Trust Co785$200K0.01%-3413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC780$199K0.02%013F-HRTimelineGroup
Addison Advisors LLC765$195K0.05%-2513F-HRTimeline
ROTHSCHILD INVESTMENT LLC751$192K0.01%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC747$191K0.04%-50113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC746$191K0.03%013F-HRTimeline
RHUMBLINE ADVISERS743$190K<0.01%+58113F-HR/ATimeline
Smartleaf Asset Management LLC736$190K0.02%+63013F-HRTimeline
Independence Bank of Kentucky736$188K0.03%013F-HRTimeline
Cornerstone Planning Group LLC728$179K0.04%+2513F-HRTimeline
Manchester Capital Management LLC689$176K0.02%+31113F-HRTimeline
Center for Financial Planning, Inc.681$174K0.02%+14213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P674$172K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC653$167K<0.01%+2413F-HRTimeline
AlphaCore Capital LLC635$162K0.01%new13F-HRTimeline
Financial Life Planners602$154K0.15%013F-HRTimeline
Plante Moran Financial Advisors, LLC581$148K0.01%013F-HRTimeline
Financial Perspectives, Inc577$147K0.05%+113F-HRTimeline
Binnacle Investments Inc570$146K0.11%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department570$146K0.05%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST562$144K0.05%-3613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…544$139K0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS540$138K0.06%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC537$137K0.06%013F-HRTimeline
OAKWORTH CAPITAL, INC.532$136K0.01%+813F-HRTimeline
WealthShield Partners, LLC531$136K0.02%-113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC513$131K0.04%013F-HRTimeline
CASTLEARK MANAGEMENT LLC500$128K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC492$126K0.05%+113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…475$121K0.04%-3013F-HRTimeline
Family Manage LLC471$120K0.02%013F-HRTimeline
WEBSTER BANK, N. A.459$117K0.01%013F-HRTimeline
Milestone Investment Advisors LLC457$117K0.03%+28213F-HRTimeline
Rice Partnership, LLC456$117K0.02%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC450$114K<0.01%013F-HRTimelineGroup
New Age Alpha Advisors, LLC446$114K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC431$110K<0.01%-44013F-HRTimelineGroup
Grove Bank & Trust427$109K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC426$109K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC419$107K0.06%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC414$106K0.04%new13F-HRTimeline
Financial Freedom, LLC410$105K0.06%-18813F-HRTimeline
North Capital, Inc.396$101K0.1%13F-HRTimeline
2UniFi Bank360$99.6K0.06%-5013F-HRTimeline
Asset Dedication, LLC389$99.4K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\388$99.1K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.387$98.9K0.01%013F-HRTimeline
United Community Bankin group United Community Bank387$98.9K0.04%013F-HRTimelineGroup
Tidemark, LLC370$94.6K0.03%+113F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI360$92K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/357$91.2K0.04%+10813F-HRTimelineGroup
Trust Co344$87.9K0.01%013F-HRTimeline