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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

985 managers (994 13F filers) reported a position in IWO shares at 2025-09-30, 30,119,678 shares in all. 92 filers opened a position and 48 filers sold out during the quarter.

Managers
985
13F filers
994
New
92
Added
272
Reduced
309
Sold out
48
Shares held by filers
30,119,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Laurel Wealth Advisors LLC1,198$383K0.05%-7513F-HRTimeline
Keystone Wealth Services, LLC1,197$383K0.08%013F-HRTimeline
Falcon Wealth Planning1,175$376K0.03%013F-HRTimeline
Allodium Investment Consultants, LLC1,172$375K0.21%013F-HRTimeline
Opal Wealth Advisors, LLC1,172$375K0.1%+2013F-HRTimeline
Trivium Point Advisory, LLC1,164$373K0.04%013F-HRTimeline
BHK Investment Advisors, LLC1,159$371K0.14%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,152$369K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,146$367K0.01%+4013F-HRTimelineGroup
Triumph Capital Management1,144$366K0.1%+4513F-HR/ATimeline
CERTUITY, LLC1,143$366K0.03%-7713F-HRTimeline
SMITH, MOORE & CO.1,133$363K0.03%013F-HRTimeline
Caprock Group, LLC1,173$361K0.01%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,125$360K0.02%013F-HRTimeline
Cordatus Wealth Management LLC1,122$359K0.08%-3913F-HRTimeline
Arbor Investment Advisors, LLC1,120$359K0.05%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,116$357K0.02%-13813F-HRTimeline
Financial Sense Advisors, Inc.1,113$356K0.07%-7613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,067$354K0.06%013F-HRTimeline
UPTICK PARTNERS, LLC1,105$354K0.09%-2313F-HRTimeline
Smith Salley Wealth Management1,104$353K0.02%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,100$352K<0.01%-2,90013F-HRTimeline
Kaizen Financial Strategies1,100$352K0.16%-12513F-HRTimeline
Global Retirement Partners, LLC1,095$350K0.01%+11313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,091$349K<0.01%+29113F-HRTimelineGroup
Mascagni Wealth Management, Inc.1,085$347K0.27%-12313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,078$345K0.04%-213F-HRTimeline
Argentarii, LLC1,078$345K0.14%+14313F-HRTimeline
Avior Wealth Management, LLC1,060$339K0.01%+113F-HRTimeline
OBSIDIAN CIO, LLC1,057$338K0.04%+113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,057$338K0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,055$338K0.04%+113F-HRTimeline
FIRST MERCHANTS CORP1,054$337K0.01%013F-HRTimeline
EPIQ PARTNERS, LLC1,053$337K0.16%+313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,050$336K0.01%+113F-HRTimeline
TOWNSQUARE CAPITAL LLC1,050$336K0.05%-613F-HRTimeline
Advance Capital Management, Inc.1,049$336K0.01%-2413F-HRTimeline
Ethos Financial Group, LLC1,044$334K0.03%-24513F-HRTimeline
Embree Financial Group1,043$334K0.04%-12513F-HRTimeline
Destination Wealth Management1,039$333K0.01%+113F-HRTimeline
BridgePort Financial Solutions, LLC1,038$332K0.09%013F-HRTimeline
Independence Bank of Kentucky1,037$332K0.04%+30013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,032$330K<0.01%013F-HRTimelineGroup
SlateStone Wealth, LLC1,027$329K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,026$328K0.08%013F-HRTimeline
Towerpoint Wealth, LLC1,025$328K0.13%-213F-HRTimeline
Baker Avenue Asset Management, LP1,019$326K0.01%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,014$325K0.1%013F-HRTimeline
ADIRONDACK TRUST CO1,013$324K0.11%013F-HRTimeline
NWAM LLC988$323K0.02%-24913F-HR/ATimeline
Mezzasalma Advisors, LLC1,008$323K0.08%013F-HRTimeline
Holland Advisory Services, Inc.1,005$322K0.44%+113F-HRTimeline
Summit Trail Advisors, LLC1,003$321K<0.01%013F-HRTimeline
Westover Capital Advisors, LLC1,000$320K0.06%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,000$320K0.01%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC993$318K0.03%013F-HRTimeline
Laird Norton Wetherby Wealth Management…991$317K0.01%-1713F-HRTimeline
Foundations Investment Advisors, LLC990$317K<0.01%-11413F-HRTimeline
Bridge City Capital, LLC989$317K0.08%+23513F-HRTimeline
TRUST CO OF VERMONT988$316K0.01%+5313F-HRTimeline
GREENLEAF TRUST987$316K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC985$315K0.03%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC979$313K0.01%013F-HRTimeline
Savvy Advisors, Inc.974$312K0.01%new13F-HRTimeline
BANK OZK970$310K0.11%013F-HRTimeline
SPINNAKER TRUST965$309K0.02%013F-HRTimeline
L & S Advisors Inc960$307K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC953$305K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.953$305K0.03%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC948$304K0.07%+313F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC945$302K0.02%013F-HRTimeline
FourThought Financial Partners, LLC942$301K0.03%-11513F-HRTimeline
Aprio Wealth Management, LLC941$301K0.03%-1813F-HRTimeline
SCOTIA CAPITAL INC.936$300K<0.01%-15013F-HRTimeline
VIAWEALTH, LLC926$296K0.16%013F-HRTimeline
Cannell & Spears LLC923$295K0.01%-10013F-HRTimeline
Clearwater Capital Advisors, LLC921$295K0.03%+1313F-HRTimeline
CGN Advisors LLC919$294K0.02%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC918$294K0.17%013F-HRTimeline
First Heartland Consultants, Inc.916$293K0.02%new13F-HRTimeline
Capital Investment Advisors, LLC904$289K<0.01%+1013F-HRTimeline
Klingman & Associates, LLC902$289K0.01%013F-HRTimeline
BAXTER BROS INC900$288K0.03%013F-HRTimeline
Cladis Investment Advisory, LLC900$288K0.16%013F-HRTimeline
Chicago Partners Investment Group LLC864$287K0.01%+10913F-HRTimeline
FIRST MANHATTAN CO. LLC.895$286K<0.01%new13F-HRTimeline
Red Tortoise LLC892$285K0.13%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.890$285K0.03%-2713F-HRTimeline
Clarius Group, LLC884$283K0.02%013F-HRTimeline
MONECO ADVISORS, LLC884$283K0.02%-613F-HRTimeline
Pure Financial Advisors, LLC881$282K<0.01%+9513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC880$282K0.01%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.878$281K0.1%013F-HRTimeline
WADDELL & ASSOCIATES, LLC873$279K0.02%013F-HRTimeline
WBH ADVISORY INC871$279K0.02%013F-HRTimeline
Radnor Capital Management, LLC870$278K0.04%013F-HRTimeline
Ballentine Partners, LLC866$277K<0.01%new13F-HRTimeline
TFB Advisors LLC834$275K0.08%+2513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA860$275K0.02%013F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA855$274K0.01%013F-HRTimeline
United Advisor Group, LLC855$274K0.04%+2613F-HRTimeline
Smithfield Trust Co850$273K0.01%-8013F-HRTimeline
Gryphon Financial Partners LLC853$273K0.03%013F-HRTimeline
Sunpointe, LLC850$272K0.1%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO845$270K<0.01%new13F-HRTimeline
Proactive Wealth Strategies LLC845$270K0.12%+113F-HRTimeline
Roof Eidam Maycock Peralta, LLC829$265K0.06%-35013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC828$265K0.02%+7813F-HRTimeline
Navigation Wealth Management, Inc.827$265K0.39%new13F-HRTimeline
SAPIENT CAPITAL LLC827$265K<0.01%013F-HRTimeline
WARNER FINANCIAL, INC824$264K0.1%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC824$264K0.1%-12013F-HRTimeline
Icon Wealth Advisors, LLC821$263K0.02%013F-HRTimeline
Cascade Financial Partners, LLC818$262K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB814$261K0.01%-5813F-HRTimeline
William Howard & Co Financial Advisors …814$261K0.22%-14413F-HRTimeline
Florida Trust Wealth Management Co804$257K0.01%-9613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…801$256K0.01%+1413F-HRTimelineGroup
HANCOCK WHITNEY CORP800$256K<0.01%013F-HRTimeline
Birch Hill Investment Advisors LLC800$256K0.01%013F-HRTimeline
Global Wealth Strategies & Associates799$256K0.07%-5313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC796$255K0.02%new13F-HRTimeline
Aviance Capital Partners, LLC790$253K0.03%013F-HRTimeline
HFG Advisors, Inc.784$251K0.19%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…781$250K<0.01%+4413F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC780$250K0.02%013F-HRTimelineGroup
Trust Co of the South775$248K0.04%013F-HRTimeline
Compass Ion Advisors, LLC772$247K0.02%013F-HRTimeline
MAYPORT, LLC769$246K0.05%013F-HRTimeline
JBR Co Financial Management Inc767$245K0.1%new13F-HRTimeline
Intelligence Driven Advisers, LLC763$244K0.03%+113F-HRTimeline
Salus Financial Advisors, LLC759$243K0.15%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC751$240K0.01%013F-HRTimeline
Cornerstone Planning Group LLC730$239K0.04%+7713F-HRTimeline
Family Investment Center, Inc.731$234K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…817$233K0.02%013F-HRTimeline
Legacy Advisors, LLC727$233K0.03%new13F-HRTimeline
Wealth Architects, LLC726$232K0.02%013F-HRTimeline
Diversified Enterprises, LLC726$232K0.02%-5613F-HRTimeline
Leo Wealth, LLC726$232K0.03%-19413F-HRTimeline
OARSMAN CAPITAL, INC.724$232K0.03%new13F-HRTimeline
Callan Family Office, LLC723$231K0.01%new13F-HRTimeline
Blue Barn Wealth, LLC721$231K0.1%-26513F-HRTimeline
Balefire, LLC720$230K0.05%new13F-HRTimeline
Addison Advisors LLC719$230K0.05%-2213F-HRTimeline
RWA WEALTH PARTNERS, LLC718$230K<0.01%013F-HRTimeline
Topel & Distasi Wealth Management, LLC716$229K0.11%-4013F-HRTimeline
Harbour Capital Advisors, LLC703$228K0.05%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC705$226K0.07%new13F-HRTimeline
AlphaCore Capital LLC703$225K0.01%013F-HRTimeline
Magnus Financial Group LLC702$225K0.02%013F-HRTimeline
JP Wealth Management, Inc.697$223K0.15%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC694$222K0.03%-1413F-HRTimeline
Aaron Wealth Advisors LLC694$222K0.01%new13F-HRTimeline
Sovran Advisors, LLC674$221K0.02%new13F-HRTimeline
First Nebraska Trust Co688$220K0.02%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC687$220K0.03%-3513F-HRTimeline
Ellis Investment Partners, LLC685$219K0.04%new13F-HRTimeline
LMCG INVESTMENTS, LLC685$219K0.01%new13F-HRTimeline
Austin Private Wealth, LLC683$219K0.02%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC681$218K0.01%new13F-HRTimelineGroup
Everhart Financial Group, Inc.680$218K0.02%new13F-HRTimeline
Soltis Investment Advisors LLC679$217K0.02%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC679$217K0.02%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…651$217K0.07%new13F-HRTimeline
Plancorp, LLC677$217K0.01%-1,27613F-HRTimeline
Center for Financial Planning, Inc.675$216K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P674$216K<0.01%013F-HRTimelineGroup
Dynamic Financial Group672$215K0.19%new13F-HRTimeline
Accelerate Investment Advisors LLC668$214K0.15%new13F-HRTimeline
Belpointe Asset Management LLC664$213K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC664$213K0.03%new13F-HRTimeline
Lisanti Capital Growth, LLC655$210K0.05%new13F-HRTimeline
Schneider Downs Wealth Management Advis…654$209K0.02%-1,49013F-HRTimeline
Davis Investment Partners, LLC650$208K0.07%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC648$207K0.01%new13F-HRTimeline
River Wealth Advisors LLC646$207K0.02%new13F-HRTimeline
Obermeyer Wealth Partners641$205K0.01%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC635$203K0.03%new13F-HRTimeline
SeaCrest Wealth Management, LLC617$202K0.02%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd631$202K0.01%new13F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC630$202K0.09%new13F-HRTimeline
Retirement Planning Group, LLC628$201K0.01%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC627$201K0.05%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC627$201K0.11%new13F-HRTimeline
Manchester Capital Management LLC612$196K0.03%013F-HRTimeline
Financial Perspectives, Inc606$194K0.05%+113F-HRTimeline
Financial Life Planners603$193K0.13%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…603$193K0.01%-21013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC581$186K0.01%-1113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department570$182K0.05%013F-HRTimelineGroup
Binnacle Investments Inc565$181K0.11%-513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS540$173K0.07%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC537$172K0.06%013F-HR/ATimeline
FIRST UNITED BANK & TRUST512$164K0.05%013F-HRTimeline
WealthShield Partners, LLC502$161K0.02%013F-HRTimeline
CASTLEARK MANAGEMENT LLC500$160K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC498$159K0.02%013F-HRTimeline
Peachtree Investment Partners, LLC491$157K0.05%-113F-HRTimeline
OAKWORTH CAPITAL, INC.477$153K0.01%013F-HRTimeline