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IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,019 managers (1,031 13F filers) reported a position in IWO shares at 2026-03-31, 30,529,305 shares in all. 56 filers opened a position and 79 filers sold out during the quarter.

Managers
1,019
13F filers
1,031
New
56
Added
270
Reduced
343
Sold out
79
Shares held by filers
30,529,305

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Granite Harbor Advisors, Inc.1,314$412K0.18%-20713F-HRTimeline
Bangor Savings Bank1,312$412K0.03%-24013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,310$411K0.06%013F-HRTimelineGroup
Livet Wealth, LLC1,310$411K0.26%-613F-HRTimeline
Ethos Financial Group, LLC1,287$410K0.03%+24213F-HRTimeline
Penobscot Investment Management Company…1,307$410K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,304$409K0.03%013F-HRTimeline
William Allan Corp1,300$408K0.24%+113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,298$407K0.03%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,285$403K0.02%-10313F-HRTimelineGroup
TCP Asset Management, LLC1,282$402K0.05%new13F-HRTimeline
Argentarii, LLC1,282$402K0.14%+19513F-HRTimeline
Klingman & Associates, LLC1,280$402K0.02%013F-HRTimeline
Smith Salley Wealth Management1,273$399K0.02%+12913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,273$399K0.04%+3813F-HRTimeline
INVESTED ADVISORS1,266$397K0.4%+5113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,265$397K<0.01%+1213F-HRTimelineGroup
HighPoint Advisor Group LLC1,265$397K0.02%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,264$397K<0.01%-5013F-HRTimelineGroup
Oder Investment Management, LLC1,260$395K0.3%013F-HRTimeline
Financial Guidance Group, Inc.1,260$395K0.16%013F-HRTimeline
Paladin Advisory Group, LLC1,259$395K0.3%013F-HRTimeline
Nelson Capital Management, LLC1,250$392K0.05%013F-HRTimeline
Clare Market Investments LLC1,247$391K0.08%13F-HRTimeline
Summa Corp.1,243$390K0.16%013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/1,235$387K0.02%-3213F-HRTimeline
SCS Capital Management LLC1,232$387K<0.01%-13013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,229$386K0.01%new13F-HRTimeline
FIDUCIENT ADVISORS LLC1,222$384K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,219$383K0.01%-22513F-HRTimelineGroup
SMITH, MOORE & CO.1,215$381K0.03%+11913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,202$377K0.01%-4013F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC1,200$377K0.01%-52013F-HRTimeline
Keystone Wealth Services, LLC1,197$376K0.08%013F-HRTimeline
FourThought Financial Partners, LLC1,195$375K0.03%+10213F-HRTimeline
First Western Trust Bank1,195$375K0.02%-3513F-HRTimeline
Kaizen Financial Strategies1,075$375K0.16%013F-HRTimeline
Elm Partners Management LLC1,245$375K0.02%+47713F-HRTimeline
Laurel Wealth Advisors LLC1,013$374K0.04%-5013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,190$373K0.03%new13F-HRTimeline
R.H. Investment Group, LLC1,123$372K0.29%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC1,183$371K0.11%new13F-HRTimeline
BHK Investment Advisors, LLC1,175$369K0.12%013F-HRTimeline
Independence Bank of Kentucky1,175$369K0.05%+3813F-HRTimeline
Allodium Investment Consultants, LLC1,172$368K0.18%013F-HRTimeline
BCI SECURITIES, INC.1,164$365K3.6%013F-HRTimeline
Trivium Point Advisory, LLC1,155$362K0.07%-913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,147$360K0.04%-613F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC1,143$359K0.02%new13F-HRTimeline
UPTICK PARTNERS, LLC1,137$357K0.07%-713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE1,131$355K0.05%-1,12613F-HRTimeline
WEDBUSH SECURITIES INC1,129$354K0.01%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,125$353K0.02%013F-HRTimeline
Cordatus Wealth Management LLC1,123$352K0.08%013F-HRTimeline
Arbor Investment Advisors, LLC1,117$351K0.05%-113F-HRTimeline
Rialto Wealth Management, LLC1,111$349K0.08%-2713F-HRTimeline
Csenge Advisory Group1,102$346K0.02%-42813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,086$341K0.04%+813F-HRTimeline
Mascagni Wealth Management, Inc.1,085$340K0.24%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,076$338K0.02%013F-HRTimeline
Palisades Investment Partners, LLC1,070$336K0.13%-1,23813F-HRTimeline
SlateStone Wealth, LLC1,066$335K0.03%-2213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,067$335K0.05%013F-HRTimeline
Triumph Capital Management1,062$333K0.07%-39013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,058$332K0.04%+113F-HRTimeline
Magnus Financial Group LLC1,055$331K0.03%+1913F-HRTimeline
EPIQ PARTNERS, LLC1,053$330K0.15%013F-HRTimeline
Sunbeam Capital Management, LLC1,049$329K0.19%-52513F-HRTimeline
SAPIENT CAPITAL LLC1,039$326K<0.01%013F-HR/ATimeline
BridgePort Financial Solutions, LLC1,038$326K0.09%013F-HRTimeline
Embree Financial Group1,036$325K0.04%-813F-HRTimeline
Heartwood Wealth Advisors LLC1,035$325K0.03%+5013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,032$324K<0.01%013F-HRTimelineGroup
Summit Trail Advisors, LLC1,032$324K<0.01%013F-HRTimeline
Falcon Wealth Planning1,032$324K0.02%-11813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,029$323K0.01%-113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,027$322K0.01%+4913F-HRTimeline
Cordgrass Capital Advisors, LLC1,026$322K0.08%013F-HRTimeline
Avior Wealth Management, LLC1,025$322K0.01%-5313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,019$320K<0.01%-2213F-HRTimelineGroup
Baker Avenue Asset Management, LP1,019$320K0.01%013F-HRTimeline
Mezzasalma Advisors, LLC1,008$316K0.08%013F-HRTimeline
Holland Advisory Services, Inc.1,008$316K0.42%+113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,006$316K0.03%+17513F-HRTimeline
GREENLEAF TRUST1,001$314K<0.01%-3813F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,000$314K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…993$314K0.02%013F-HRTimeline
Westover Capital Advisors, LLC1,000$314K0.06%013F-HRTimeline
Cladis Investment Advisory, LLC1,000$314K0.17%013F-HRTimeline
McLaughlin Asset Management, Inc.997$313K0.3%-4813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC993$312K0.03%013F-HRTimeline
Osbon Capital Management LLC988$310K0.25%-3513F-HRTimeline
Florida Trust Wealth Management Co979$307K0.01%+17513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC979$307K0.01%013F-HRTimeline
Investment Advisory Group, LLC977$307K0.08%+10413F-HRTimeline
Towerpoint Wealth, LLC973$305K0.12%-613F-HRTimeline
BANK OZK970$304K0.11%013F-HRTimeline
Linscomb Wealth, Inc.969$304K0.01%-1,35013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC967$303K0.08%013F-HRTimeline
Tulsa Wealth Advisors, INC966$303K0.05%new13F-HRTimeline
SPINNAKER TRUST965$303K0.02%013F-HRTimeline
Leo Wealth, LLC961$301K0.02%+113F-HRTimeline
Stonebridge Financial Group, LLC / MO955$300K0.25%+413F-HRTimeline
SAX WEALTH ADVISORS, LLC926$299K0.01%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC951$298K0.07%+22813F-HRTimeline
Evercore Wealth Management, LLC951$298K<0.01%013F-HRTimeline
Aprio Wealth Management, LLC951$298K0.02%+1013F-HRTimeline
Navigation Wealth Management, Inc.947$297K1.07%+12713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC945$297K0.02%013F-HRTimeline
Mutual Advisors, LLC944$296K0.01%-2213F-HRTimeline
CERTUITY, LLC940$295K0.02%-20313F-HRTimeline
SCOTIA CAPITAL INC.936$294K<0.01%013F-HRTimeline
DAVIS R M INC930$292K0.01%+28413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC928$291K0.06%-113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO927$291K<0.01%+12713F-HRTimeline
WEALTHSPAN PARTNERS, LLC923$290K0.1%+5813F-HRTimeline
Icon Wealth Advisors, LLC820$288K0.02%-213F-HRTimeline
HANCOCK WHITNEY CORP800$288K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC914$287K0.01%+9213F-HRTimeline
Institute for Wealth Management, LLC.911$286K0.03%-2313F-HRTimeline
Capital Investment Advisors, LLC905$284K<0.01%-1113F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC902$283K0.17%013F-HRTimeline
BAXTER BROS INC900$282K0.03%013F-HRTimeline
Cannell & Spears LLC900$282K0.01%-2313F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB899$282K0.01%+8513F-HRTimeline
L & S Advisors Inc897$281K0.04%-6313F-HRTimeline
Pure Financial Advisors, LLC894$281K<0.01%-213F-HRTimeline
NWAM LLC891$280K0.02%-3513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.890$279K0.03%013F-HRTimeline
Red Tortoise LLC888$279K0.12%-413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC886$278K0.01%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA885$278K0.01%+3013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC884$277K0.02%+8813F-HRTimeline
FIRST MANHATTAN CO. LLC.883$277K<0.01%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC880$276K0.01%013F-HRTimeline
WBH ADVISORY INC871$275K0.02%013F-HRTimeline
MONECO ADVISORS, LLC876$275K0.02%-913F-HRTimeline
WADDELL & ASSOCIATES, LLC873$274K0.02%-113F-HRTimeline
Cornell Pochily Investment Advisors, In…871$273K0.08%013F-HRTimeline
Radnor Capital Management, LLC870$273K0.04%013F-HRTimeline
Rossmore Private Capital864$271K0.02%013F-HRTimeline
Cornerstone Planning Group LLC730$268K0.04%-6513F-HRTimeline
Gryphon Financial Partners LLC853$268K0.03%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.850$267K0.1%013F-HRTimeline
Sunpointe, LLC850$267K0.09%013F-HRTimeline
Greenspring Advisors, LLC847$266K0.02%-7713F-HRTimeline
TBH Global Asset Management, LLC845$265K0.05%new13F-HRTimeline
Diversified Enterprises, LLC836$262K0.01%+113F-HRTimeline
Polaris Investment Advisors, LLC833$261K0.19%013F-HRTimeline
E&G Advisors, LLC832$261K0.06%+1213F-HRTimeline
Roof Eidam Maycock Peralta, LLC829$260K0.06%013F-HRTimeline
WARNER FINANCIAL, INC826$259K0.09%013F-HRTimeline
CGN Advisors LLC824$258K0.02%-8113F-HRTimeline
William Howard & Co Financial Advisors …814$255K0.22%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.808$253K0.01%-2,69313F-HRTimelineGroup
PATTEN & PATTEN INC/TN805$253K0.02%013F-HRTimeline
Breachway Investments LLC799$253K0.24%013F-HRTimeline
Harbour Capital Advisors, LLC703$252K0.05%013F-HRTimeline
Birch Hill Investment Advisors LLC800$251K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC793$249K0.06%-44513F-HRTimeline
Aviance Capital Partners, LLC790$248K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…788$247K0.01%-613F-HRTimelineGroup
Salus Financial Advisors, LLC785$246K0.14%-1913F-HRTimeline
HFG Advisors, Inc.784$246K0.17%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC780$245K0.01%013F-HRTimelineGroup
VIAWEALTH, LLC778$244K0.14%013F-HRTimeline
Trust Co of the South775$243K0.04%013F-HRTimeline
Sovran Advisors, LLC674$243K0.02%013F-HRTimeline
Clearwater Capital Advisors, LLC767$241K0.02%-913F-HRTimeline
Western Wealth Management, LLC766$240K0.01%-2613F-HR/ATimeline
Intelligence Driven Advisers, LLC765$240K0.04%+113F-HRTimeline
SAGE FINANCIAL GROUP INC763$239K0.02%013F-HRTimeline
Compass Ion Advisors, LLC760$239K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC751$236K0.01%013F-HRTimeline
Global Wealth Strategies & Associates744$233K0.06%013F-HRTimeline
New England Professional Planning Group…743$233K0.1%013F-HRTimeline
ADIRONDACK TRUST CO742$233K0.08%-27113F-HRTimeline
Global Assets Advisory, LLC1,479$229K0.07%new13F-HRTimeline
Smithfield Trust Co721$229K0.01%013F-HRTimeline
Legacy Advisors, LLC727$228K0.03%-13013F-HRTimeline
Clearwave Capital, LLC727$228K0.16%+3513F-HRTimeline
Wealth Architects, LLC726$228K0.02%013F-HRTimeline
Ballentine Partners, LLC723$227K<0.01%+1513F-HRTimeline
Argent Trust Co719$226K0.01%013F-HRTimeline
Addison Advisors LLC719$226K0.05%013F-HRTimeline
Plancorp, LLC677$225K0.01%013F-HRTimeline
Asempa Wealth Advisors710$225K0.2%013F-HRTimeline
Topel & Distasi Wealth Management, LLC713$224K0.12%013F-HRTimeline
JBR Co Financial Management Inc692$224K0.09%013F-HRTimeline
Clear Retirement Advice LLC707$222K0.17%-313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…617$221K0.07%-2513F-HRTimeline
Soltis Investment Advisors LLC703$221K0.01%-313F-HRTimeline
FIRST MERCHANTS CORP700$220K0.01%013F-HRTimeline
MAYPORT, LLC700$220K0.04%013F-HRTimeline
Advocate Investing Services LLC700$220K0.19%013F-HRTimeline
JP Wealth Management, Inc.697$219K0.15%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC695$218K0.01%-1,65513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC694$218K0.03%013F-HRTimeline
Accelerate Investment Advisors LLC693$218K0.15%+313F-HRTimeline
Everhart Financial Group, Inc.693$217K0.02%+313F-HRTimeline