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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

954 managers (964 13F filers) reported a position in IWO shares at 2025-06-30, 30,588,354 shares in all. 72 filers opened a position and 68 filers sold out during the quarter.

Managers
954
13F filers
964
New
72
Added
236
Reduced
372
Sold out
68
Shares held by filers
30,588,354

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PATTEN & PATTEN INC/TN1,205$344K0.02%013F-HRTimeline
Keystone Wealth Services, LLC1,197$342K0.08%013F-HRTimeline
Financial Sense Advisors, Inc.1,189$340K0.08%-2,83513F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,179$337K0.08%013F-HRTimeline
Falcon Wealth Planning1,175$336K0.03%-7513F-HRTimeline
Allodium Investment Consultants, LLC1,172$335K0.21%013F-HRTimeline
Triad Wealth Partners, LLC1,169$334K0.07%-213F-HRTimeline
Embree Financial Group1,168$334K0.05%+113F-HRTimeline
Trivium Point Advisory, LLC1,164$333K0.04%013F-HRTimeline
Cordatus Wealth Management LLC1,161$332K0.08%-1113F-HRTimeline
BHK Investment Advisors, LLC1,159$331K0.13%+13513F-HRTimeline
Opal Wealth Advisors, LLC1,152$329K0.09%+36513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,152$329K0.04%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,143$327K0.01%new13F-HRTimeline
First Western Trust Bank1,142$326K0.01%-1913F-HRTimeline
SMITH, MOORE & CO.1,133$324K0.03%+113F-HRTimeline
UPTICK PARTNERS, LLC1,128$323K0.09%+17113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,125$322K0.02%013F-HRTimeline
Arbor Investment Advisors, LLC1,120$320K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,106$316K0.01%-10013F-HRTimelineGroup
Foundations Investment Advisors, LLC1,104$316K<0.01%-71913F-HRTimeline
Smith Salley Wealth Management1,104$316K0.02%013F-HRTimeline
Triumph Capital Management1,099$314K0.09%+613F-HR/ATimeline
Friday Financial1,094$313K0.16%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,090$312K<0.01%-5913F-HRTimelineGroup
Headlands Technologies LLC1,086$310K0.04%+15413F-HRTimeline
SCOTIA CAPITAL INC.1,086$310K<0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,080$309K0.04%-4013F-HRTimeline
Advance Capital Management, Inc.1,073$307K0.01%-47313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,067$305K0.06%013F-HRTimeline
Avior Wealth Management, LLC1,059$303K0.01%+413F-HRTimeline
FourThought Financial Partners, LLC1,057$302K0.03%-2313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,057$302K0.01%+13113F-HRTimeline
OBSIDIAN CIO, LLC1,056$302K0.04%+913F-HRTimeline
TOWNSQUARE CAPITAL LLC1,056$302K0.03%-3,16813F-HRTimeline
FIRST MERCHANTS CORP1,054$301K0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,054$301K0.04%+113F-HRTimeline
EPIQ PARTNERS, LLC1,050$300K0.15%-25013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,049$300K0.01%-2113F-HRTimeline
Park Place Capital Corp1,042$297K0.07%-3,31113F-HRTimeline
BridgePort Financial Solutions, LLC1,038$297K0.1%new13F-HRTimeline
Destination Wealth Management1,038$297K0.01%+113F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,033$295K0.07%-1513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,032$295K<0.01%013F-HRTimelineGroup
SlateStone Wealth, LLC1,027$294K0.03%013F-HRTimeline
Towerpoint Wealth, LLC1,027$294K0.13%new13F-HRTimeline
Cordgrass Capital Advisors, LLC1,026$293K0.08%013F-HRTimeline
Cannell & Spears LLC1,023$292K0.01%-10013F-HRTimeline
Financial Advocates Investment Manageme…1,023$292K0.02%-113F-HRTimeline
Baker Avenue Asset Management, LP1,019$291K0.01%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,014$290K0.1%013F-HRTimeline
ADIRONDACK TRUST CO1,013$290K0.11%-33613F-HRTimeline
Laird Norton Wetherby Wealth Management…1,008$288K0.01%13F-HRTimeline
Mezzasalma Advisors, LLC1,008$288K0.09%013F-HRTimeline
Holland Advisory Services, Inc.1,004$287K0.42%+113F-HRTimeline
Fiduciary Wealth Partners, LLC1,003$287K0.27%+1,00213F-HRTimeline
Summit Trail Advisors, LLC1,003$287K<0.01%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,000$286K0.01%-19513F-HRTimeline
Quantinno Capital Management LP1,000$286K<0.01%new13F-HRTimeline
Westover Capital Advisors, LLC1,000$286K0.06%013F-HRTimeline
Banco BTG Pactual S.A.1,000$286K0.06%new13F-HRTimeline
CHURCHILL MANAGEMENT Corp997$285K<0.01%-42513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC993$284K0.04%013F-HRTimeline
GREENLEAF TRUST987$282K<0.01%013F-HRTimeline
Blue Barn Wealth, LLC986$282K0.13%+113F-HRTimeline
Heartwood Wealth Advisors LLC985$282K0.03%013F-HRTimeline
Global Retirement Partners, LLC982$281K0.01%13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC979$280K<0.01%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC974$278K0.05%-51213F-HRTimeline
BANK OZK970$277K0.11%013F-HRTimeline
SPINNAKER TRUST965$276K0.02%013F-HRTimeline
L & S Advisors Inc960$274K0.03%013F-HRTimeline
Aprio Wealth Management, LLC959$274K0.03%-10313F-HRTimeline
William Howard & Co Financial Advisors …958$274K0.24%-2213F-HRTimeline
Institute for Wealth Management, LLC.953$272K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC953$272K0.01%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC945$270K0.02%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC945$270K0.08%-1313F-HRTimeline
WEALTHSPAN PARTNERS, LLC944$270K0.11%new13F-HRTimeline
TRUST CO OF VERMONT935$267K0.01%013F-HRTimeline
Argentarii, LLC935$267K0.12%new13F-HRTimeline
Smithfield Trust Co930$265K0.01%+14513F-HRTimeline
VIAWEALTH, LLC926$265K0.16%013F-HRTimeline
Leo Wealth, LLC920$263K0.02%new13F-HRTimeline
CGN Advisors LLC919$263K0.02%-9613F-HRTimeline
EIGHT 31 FINANCIAL, LLC918$262K0.17%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.917$262K0.03%013F-HRTimeline
Clearwater Capital Advisors, LLC908$260K0.02%-2113F-HRTimeline
Klingman & Associates, LLC902$258K0.01%013F-HRTimeline
BAXTER BROS INC900$257K0.03%013F-HRTimeline
Florida Trust Wealth Management Co900$257K0.01%013F-HRTimeline
Members Trust Co900$257K0.01%-813F-HRTimeline
Cladis Investment Advisory, LLC900$257K0.16%+10013F-HRTimeline
Capital Investment Advisors, LLC894$256K<0.01%-1013F-HR/ATimeline
New Age Alpha Advisors, LLC893$255K0.01%+44713F-HRTimeline
Red Tortoise LLC892$255K0.12%013F-HRTimeline
MONECO ADVISORS, LLC890$255K0.02%013F-HRTimeline
Clarius Group, LLC884$253K0.01%-2,10013F-HRTimeline
RDA Financial Network883$252K0.07%-713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC880$252K0.01%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.878$251K0.1%013F-HRTimeline
TFG Advisers LLC876$250K0.09%-3913F-HRTimeline
WADDELL & ASSOCIATES, LLC873$250K0.03%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB872$249K0.01%013F-HRTimeline
Radnor Capital Management, LLC870$249K0.04%013F-HRTimeline
WBH ADVISORY INC871$249K0.02%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA860$246K0.02%013F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA855$244K0.01%013F-HRTimeline
Gryphon Financial Partners LLC853$244K0.03%013F-HRTimeline
Global Wealth Strategies & Associates852$244K0.07%-5313F-HRTimeline
Sunpointe, LLC850$243K0.1%013F-HRTimeline
Proactive Wealth Strategies LLC844$241K0.11%+113F-HRTimeline
Clientfirst Wealth Management, LLC841$240K0.25%013F-HRTimeline
SIGNATUREFD, LLC832$238K<0.01%+78513F-HRTimeline
United Advisor Group, LLC829$237K0.04%new13F-HRTimeline
SAPIENT CAPITAL LLC827$236K<0.01%-30913F-HRTimeline
WARNER FINANCIAL, INC824$236K0.1%013F-HRTimeline
Icon Wealth Advisors, LLC821$235K0.02%+113F-HRTimeline
Cascade Financial Partners, LLC818$234K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…817$234K0.02%-913F-HRTimeline
Advisors Capital Management, LLC812$232K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…813$232K0.01%-97913F-HRTimelineGroup
Modern Wealth Management, LLC812$232K0.01%new13F-HR/ATimeline
TFB Advisors LLC809$231K0.06%-313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC800$229K<0.01%+36913F-HRTimelineGroup
Farther Finance Advisors, LLC801$229K<0.01%+14813F-HRTimeline
HANCOCK WHITNEY CORP800$229K<0.01%013F-HRTimeline
Birch Hill Investment Advisors LLC800$229K0.01%013F-HRTimeline
Aviance Capital Partners, LLC790$226K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…787$225K0.01%-413F-HRTimelineGroup
Pure Financial Advisors, LLC786$225K<0.01%new13F-HRTimeline
HFG Advisors, Inc.784$224K0.18%013F-HRTimeline
Diversified Enterprises, LLC782$224K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC755$223K0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC780$223K0.02%013F-HRTimelineGroup
Trust Co of the South775$222K0.04%new13F-HRTimeline
Compass Ion Advisors, LLC772$221K0.02%new13F-HRTimeline
RFG Advisory, LLC772$221K0.01%new13F-HRTimeline
MAYPORT, LLC769$220K0.05%new13F-HRTimeline
SAGE FINANCIAL GROUP INC763$218K0.02%new13F-HRTimeline
Intelligence Driven Advisers, LLC762$218K0.03%new13F-HRTimeline
Salus Financial Advisors, LLC759$217K0.15%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC756$216K0.11%new13F-HRTimeline
Bridge City Capital, LLC754$216K0.06%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC751$215K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC750$214K0.02%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC750$214K0.02%new13F-HRTimeline
SHAKER INVESTMENTS LLC/OH743$212K0.09%new13F-HRTimeline
Addison Advisors LLC741$212K0.05%-2413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…737$211K<0.01%-71013F-HRTimelineGroup
Independence Bank of Kentucky737$211K0.03%+113F-HRTimeline
Wealthspire Retirement, LLC736$210K0.01%new13F-HRTimeline
Family Investment Center, Inc.731$209K0.05%new13F-HRTimeline
Wealth Architects, LLC726$208K0.02%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC722$206K0.03%-2413F-HRTimeline
RWA WEALTH PARTNERS, LLC718$205K<0.01%new13F-HRTimeline
Harbour Capital Advisors, LLC703$203K0.04%-21013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC708$202K0.03%-1,05413F-HRTimeline
AlphaCore Capital LLC703$201K0.01%+6813F-HRTimeline
Magnus Financial Group LLC702$201K0.02%-9313F-HRTimeline
Presidio Capital Management, LLC700$200K0.08%-12413F-HRTimeline
Center for Financial Planning, Inc.675$193K0.02%-613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P674$193K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC653$191K0.04%-7513F-HRTimeline
Manchester Capital Management LLC612$175K0.02%-7713F-HRTimeline
Financial Perspectives, Inc605$173K0.05%+2813F-HRTimeline
Plante Moran Financial Advisors, LLC592$169K0.01%+1113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department570$163K0.05%013F-HRTimelineGroup
Binnacle Investments Inc570$163K0.11%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS540$154K0.07%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC537$154K0.06%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC524$150K0.01%new13F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC514$147K0.04%+113F-HRTimeline
FIRST UNITED BANK & TRUST512$146K0.05%-5013F-HRTimeline
Brooklyn Investment Group509$146K0.02%+49713F-HR/ATimeline
WealthShield Partners, LLC502$144K0.02%-2913F-HRTimeline
CASTLEARK MANAGEMENT LLC500$143K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC498$142K0.02%-30513F-HRTimeline
Peachtree Investment Partners, LLC492$141K0.05%013F-HRTimeline
OAKWORTH CAPITAL, INC.477$136K0.01%-5513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…475$136K0.04%013F-HRTimeline
Milestone Investment Advisors LLC457$131K0.03%013F-HRTimeline
Rice Partnership, LLC456$130K0.02%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC450$128K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC430$123K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.427$122K0.01%-3213F-HRTimeline
Grove Bank & Trust427$122K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC426$122K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC419$120K0.06%013F-HRTimeline
Family Manage LLC411$117K0.02%-6013F-HRTimeline
Financial Freedom, LLC410$117K0.06%013F-HRTimeline
North Capital, Inc.396$113K0.1%013F-HRTimeline
Asset Dedication, LLC389$111K0.01%013F-HRTimeline
United Community Bankin group United Community Bank387$111K0.04%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\383$109K<0.01%-513F-HRTimelineGroup
BOK Financial Private Wealth, Inc.373$107K0.01%-1413F-HRTimeline
Tidemark, LLC370$106K0.03%013F-HRTimeline
Capital A Wealth Management, LLC410$103K1.16%+39013F-HRTimeline
2UniFi Bank360$103K0.06%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/350$100K0.01%new13F-HRTimeline