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IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,054 managers (1,065 13F filers) reported a position in IWO shares at 2025-12-31, 31,735,559 shares in all. 79 filers opened a position and 50 filers sold out during the quarter.

Managers
1,054
13F filers
1,065
New
79
Added
327
Reduced
291
Sold out
50
Shares held by filers
31,735,559

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
KLINGENSTEIN FIELDS & CO LP1,331$430K0.02%013F-HRTimeline
Quotient Wealth Partners, LLC1,331$430K0.01%013F-HRTimeline
S&CO INC1,329$429K0.03%013F-HRTimeline
Gutierrez Wealth Advisory, LLC1,328$429K0.27%+313F-HRTimeline
Livet Wealth, LLC1,316$425K0.26%13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,314$424K<0.01%013F-HRTimelineGroup
KKM Financial LLC1,314$424K0.08%+1813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,310$423K0.06%013F-HRTimelineGroup
Penobscot Investment Management Company…1,307$422K0.03%-613F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,304$421K0.03%-3413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,300$420K0.06%013F-HRTimeline
William Allan Corp1,299$420K0.24%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,298$419K0.03%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC1,296$419K0.29%-27613F-HRTimeline
Selective Wealth Management, Inc.1,202$419K0.13%013F-HRTimeline
Klingman & Associates, LLC1,280$413K0.02%+37813F-HRTimeline
CROBAN1,278$413K0.2%-8313F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/1,267$409K0.02%+3513F-HRTimeline
HighPoint Advisor Group LLC1,265$409K0.01%new13F-HRTimeline
Oder Investment Management, LLC1,260$407K0.29%013F-HRTimeline
Financial Guidance Group, Inc.1,260$407K0.17%013F-HRTimeline
Paladin Advisory Group, LLC1,259$407K0.3%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,253$405K<0.01%+2513F-HRTimelineGroup
Nelson Capital Management, LLC1,250$404K0.05%013F-HRTimeline
Dentgroup LLC1,249$404K0.28%-513F-HRTimeline
Summa Corp.1,243$402K0.17%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,242$401K0.01%+213F-HRTimelineGroup
Opal Wealth Advisors, LLC1,238$400K0.1%+6613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,235$399K0.04%013F-HRTimeline
First Western Trust Bank1,230$397K0.02%013F-HRTimeline
FIDUCIENT ADVISORS LLC1,222$395K0.05%+313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,218$393K0.01%013F-HRTimeline
INVESTED ADVISORS1,215$392K0.41%new13F-HRTimeline
Triad Wealth Partners, LLC1,201$388K0.04%-6213F-HRTimeline
Keystone Wealth Services, LLC1,197$387K0.08%013F-HRTimeline
Financial Sense Advisors, Inc.1,190$385K0.07%+7713F-HRTimeline
1492 Capital Management LLC1,186$383K0.15%new13F-HRTimeline
BHK Investment Advisors, LLC1,175$380K0.12%+1613F-HRTimeline
Caprock Group, LLC1,173$379K0.01%013F-HRTimeline
Allodium Investment Consultants, LLC1,172$379K0.19%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,170$378K<0.01%-4,19013F-HRTimeline
Trivium Point Advisory, LLC1,164$376K0.04%013F-HRTimeline
BCI SECURITIES, INC.1,164$376K3.25%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,153$372K0.04%+113F-HRTimeline
Falcon Wealth Planning1,150$371K0.03%-2513F-HRTimeline
Smith Salley Wealth Management1,144$370K0.02%+4013F-HRTimeline
UPTICK PARTNERS, LLC1,144$369K0.08%+3913F-HRTimeline
CERTUITY, LLC1,143$369K0.02%013F-HRTimeline
Rialto Wealth Management, LLC1,138$368K0.09%-10013F-HRTimeline
Independence Bank of Kentucky1,137$367K0.05%+10013F-HRTimeline
WEDBUSH SECURITIES INC1,129$365K0.01%+17613F-HRTimeline
Granahan Investment Management, LLC1,126$364K0.02%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,125$363K0.02%013F-HRTimeline
Cordatus Wealth Management LLC1,123$363K0.08%+113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,067$362K0.05%013F-HRTimeline
Arbor Investment Advisors, LLC1,118$361K0.05%-213F-HRTimeline
Leisure Capital Management1,111$359K0.12%new13F-HRTimeline
SMITH, MOORE & CO.1,096$354K0.03%-3713F-HRTimeline
FourThought Financial Partners, LLC1,093$353K0.03%+15113F-HRTimeline
Argentarii, LLC1,087$351K0.11%+913F-HRTimeline
SlateStone Wealth, LLC1,088$351K0.03%+6113F-HRTimeline
Mascagni Wealth Management, Inc.1,085$350K0.26%013F-HRTimeline
Avior Wealth Management, LLC1,078$348K0.01%+1813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,078$348K0.04%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,076$348K0.02%-4013F-HRTimeline
Kaizen Financial Strategies1,075$347K0.15%-2513F-HRTimeline
High Falls Advisors, Inc1,071$346K0.07%-59513F-HRTimeline
Laurel Wealth Advisors LLC1,063$343K0.05%-13513F-HRTimeline
TRUST CO OF VERMONT1,058$342K0.01%+7013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,057$341K0.04%+213F-HRTimeline
EPIQ PARTNERS, LLC1,053$340K0.16%013F-HRTimeline
Advance Capital Management, Inc.1,049$339K0.01%013F-HRTimeline
SAPIENT CAPITAL LLC1,039$338K<0.01%+21213F-HRTimeline
McLaughlin Asset Management, Inc.1,045$337K0.3%13F-HRTimeline
Ethos Financial Group, LLC1,045$337K0.02%+113F-HRTimeline
Embree Financial Group1,044$337K0.04%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,041$336K<0.01%-5013F-HRTimelineGroup
GREENLEAF TRUST1,039$336K<0.01%+5213F-HRTimeline
BridgePort Financial Solutions, LLC1,038$335K0.09%013F-HRTimeline
Magnus Financial Group LLC1,036$335K0.03%+33413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,032$333K<0.01%013F-HRTimelineGroup
Summit Trail Advisors, LLC1,032$333K0.01%+2913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,030$333K0.01%-2713F-HRTimeline
Cordgrass Capital Advisors, LLC1,026$331K0.08%013F-HRTimeline
GC Wealth Management RIA, LLC1,025$331K0.01%-33813F-HRTimeline
Osbon Capital Management LLC1,023$330K0.31%13F-HRTimeline
Mezzasalma Advisors, LLC1,008$330K0.08%013F-HRTimeline
Baker Avenue Asset Management, LP1,019$329K0.01%013F-HRTimeline
Marble Wealth, LLC1,016$328K0.05%13F-HRTimeline
ADIRONDACK TRUST CO1,013$327K0.11%013F-HRTimeline
Holland Advisory Services, Inc.1,007$325K0.44%+213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,007$325K<0.01%new13F-HRTimeline
Westover Capital Advisors, LLC1,000$323K0.06%013F-HRTimeline
Cladis Investment Advisory, LLC1,000$323K0.18%+10013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,000$323K0.01%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC993$321K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…993$321K0.02%+17613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…992$320K0.01%+97913F-HRTimelineGroup
Heartwood Wealth Advisors LLC985$318K0.03%013F-HRTimeline
Towerpoint Wealth, LLC979$316K0.13%-4613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…978$316K0.01%-7213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC979$316K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC972$314K<0.01%-1813F-HRTimeline
NWAM LLC926$314K0.02%-6213F-HRTimeline
BANK OZK970$313K0.11%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC967$312K0.09%-4713F-HRTimeline
Mutual Advisors, LLC966$312K0.01%-30713F-HRTimeline
SPINNAKER TRUST965$312K0.02%013F-HRTimeline
Leo Wealth, LLC960$310K0.02%+23413F-HRTimeline
L & S Advisors Inc960$310K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC / MO951$307K0.27%13F-HRTimeline
Evercore Wealth Management, LLC951$307K<0.01%-60913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC945$305K0.02%013F-HRTimeline
Aprio Wealth Management, LLC941$304K0.02%013F-HRTimeline
RHUMBLINE ADVISERS939$303K<0.01%+52613F-HRTimeline
SCOTIA CAPITAL INC.936$302K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.934$302K0.03%-1913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC929$300K0.07%-1913F-HRTimeline
SAX WEALTH ADVISORS, LLC926$299K0.01%-40113F-HRTimeline
Greenspring Advisors, LLC924$299K0.02%new13F-HRTimeline
Cannell & Spears LLC923$298K0.01%013F-HRTimeline
Capital Investment Advisors, LLC916$296K<0.01%+1213F-HRTimeline
CGN Advisors LLC905$292K0.02%-1413F-HRTimeline
EIGHT 31 FINANCIAL, LLC902$291K0.16%-1613F-HRTimeline
BAXTER BROS INC900$291K0.03%013F-HRTimeline
OARSMAN CAPITAL, INC.900$291K0.04%+17613F-HRTimeline
Pure Financial Advisors, LLC896$289K<0.01%+1513F-HRTimeline
Red Tortoise LLC892$288K0.12%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.890$287K0.03%013F-HRTimeline
MONECO ADVISORS, LLC885$286K0.02%+113F-HRTimeline
Clarius Group, LLC884$286K0.02%013F-HRTimeline
FIRST MANHATTAN CO. LLC.883$285K<0.01%-1213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC880$284K0.01%013F-HRTimeline
WADDELL & ASSOCIATES, LLC874$282K0.02%+113F-HRTimeline
Investment Advisory Group, LLC873$282K0.07%-40013F-HRTimeline
Cornell Pochily Investment Advisors, In…871$281K0.08%new13F-HRTimeline
WBH ADVISORY INC871$281K0.02%013F-HRTimeline
Radnor Capital Management, LLC870$281K0.04%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC865$279K0.1%+4113F-HRTimeline
Rossmore Private Capital864$279K0.02%+63413F-HRTimeline
Legacy Advisors, LLC857$277K0.03%+13013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA855$276K0.01%013F-HRTimeline
Gryphon Financial Partners LLC853$276K0.03%013F-HRTimeline
Sunpointe, LLC850$275K0.09%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.850$275K0.1%-2813F-HRTimeline
Flagship Private Wealth, LLC849$274K0.11%-1,03613F-HRTimeline
Cornerstone Planning Group LLC795$274K0.04%+6513F-HRTimeline
First National Trust Co846$273K0.01%new13F-HRTimeline
Proactive Wealth Strategies LLC836$270K0.11%-913F-HRTimeline
Diversified Enterprises, LLC835$270K0.02%+10913F-HRTimeline
Polaris Investment Advisors, LLC833$269K0.19%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC831$269K0.02%+313F-HRTimeline
Roof Eidam Maycock Peralta, LLC829$268K0.06%013F-HRTimeline
WARNER FINANCIAL, INC826$267K0.09%+213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC822$266K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC822$266K0.02%+113F-HRTimeline
E&G Advisors, LLC820$265K0.06%new13F-HRTimeline
Navigation Wealth Management, Inc.820$265K0.39%-713F-HRTimeline
William Howard & Co Financial Advisors …814$263K0.22%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB814$263K0.01%013F-HRTimeline
TFB Advisors LLC811$262K0.07%-2313F-HRTimeline
PATTEN & PATTEN INC/TN805$260K0.02%-40013F-HRTimeline
Florida Trust Wealth Management Co804$260K0.01%013F-HRTimeline
Salus Financial Advisors, LLC804$260K0.16%+4513F-HRTimeline
HANCOCK WHITNEY CORP800$258K<0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO800$258K<0.01%-4513F-HRTimeline
Birch Hill Investment Advisors LLC800$258K0.01%013F-HRTimeline
Breachway Investments LLC799$258K0.27%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC796$257K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…794$256K0.01%-713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC793$256K<0.01%+7513F-HRTimeline
Western Wealth Management, LLC792$256K0.01%new13F-HRTimeline
Aviance Capital Partners, LLC790$255K0.03%013F-HRTimeline
HFG Advisors, Inc.784$253K0.18%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…781$252K<0.01%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC780$252K0.01%013F-HRTimelineGroup
VIAWEALTH, LLC778$251K0.14%-14813F-HRTimeline
Clearwater Capital Advisors, LLC776$251K0.02%-14513F-HRTimeline
Trust Co of the South775$250K0.04%013F-HRTimeline
Gray Private Wealth, LLC773$250K0.12%new13F-HRTimeline
Elm Partners Management LLC768$248K0.01%-97013F-HR/ATimeline
Intelligence Driven Advisers, LLC764$247K0.04%+113F-HRTimeline
SAGE FINANCIAL GROUP INC763$246K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC760$246K0.02%-1213F-HRTimeline
First Light Asset Management, LLC760$245K0.02%new13F-HRTimeline
New Age Alpha Advisors, LLC754$244K0.01%+48013F-HRTimeline
ROTHSCHILD INVESTMENT LLC751$243K0.01%013F-HRTimeline
Global Wealth Strategies & Associates744$240K0.06%-5513F-HRTimeline
New England Professional Planning Group…743$240K0.1%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC740$239K0.02%+6113F-HRTimeline
Rothschild Capital Partners, LLC735$237K0.06%new13F-HRTimeline
Clear Retirement Advice LLC710$236K0.18%13F-HRTimeline
Smithfield Trust Co721$235K0.01%-12913F-HRTimeline
Sovran Advisors, LLC674$235K0.02%013F-HRTimeline
Wealth Architects, LLC726$235K0.02%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC723$234K0.06%+1813F-HRTimeline
Argent Trust Co719$232K0.01%new13F-HRTimeline
Addison Advisors LLC719$232K0.05%013F-HRTimeline
Topel & Distasi Wealth Management, LLC713$230K0.11%-313F-HRTimeline
Harbour Capital Advisors, LLC703$230K0.05%013F-HRTimeline