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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,090 managers (1,107 13F filers) reported a position in IWO shares at 2026-06-30, 30,220,978 shares in all. 118 filers opened a position and 41 filers sold out during the quarter.

Managers
1,090
13F filers
1,107
New
118
Added
269
Reduced
351
Sold out
41
Shares held by filers
30,220,978

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JP Wealth Management, Inc.697$275K0.17%013F-HRTimeline
Cornerstone Planning Group LLC730$275K0.03%013F-HRTimeline
ADIRONDACK TRUST CO697$275K0.08%-4513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC694$273K0.03%013F-HRTimeline
Accelerate Investment Advisors LLC694$273K0.16%+113F-HRTimeline
Everhart Financial Group, Inc.693$273K0.02%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC689$271K0.03%+413F-HRTimelineGroup
First Nebraska Trust Co688$271K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC687$271K0.03%013F-HRTimeline
Harbour Capital Advisors, LLC703$270K0.05%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…684$269K0.01%-10413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management681$268K0.01%-1,82013F-HRTimelineGroup
BLB&B Advisors, LLC681$268K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.675$266K0.02%013F-HRTimeline
Dynamic Financial Group672$265K0.2%013F-HRTimeline
B. Riley Wealth Advisors, Inc.677$264K0.01%-1,09213F-HRTimeline
Galvin, Gaustad & Stein, LLC669$264K0.02%013F-HRTimeline
Aaron Wealth Advisors LLC667$263K0.01%013F-HRTimeline
Retirement Planning Group, LLC665$262K0.01%new13F-HRTimeline
Tyche Wealth Partners LLC664$262K0.04%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…663$261K<0.01%013F-HRTimeline
Schneider Downs Wealth Management Advis…654$258K0.02%013F-HRTimeline
Davis Investment Partners, LLC650$256K0.08%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC648$255K0.01%013F-HRTimeline
Belpointe Asset Management LLC646$254K0.01%-413F-HRTimeline
Fortis Capital Advisors, LLC646$254K0.03%-413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp642$253K0.01%new13F-HRTimelineGroup
Sovran Advisors, LLC670$249K0.02%-413F-HRTimeline
Trail Ridge Investment Advisors, LLC630$248K0.1%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC627$247K0.05%new13F-HRTimeline
Plancorp, LLC651$247K0.01%-2613F-HRTimeline
LaSalle St. Investment Advisors, LLC621$245K0.03%new13F-HRTimeline
Ellis Investment Partners, LLC620$245K0.04%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC617$243K0.06%new13F-HRTimeline
SeaCrest Wealth Management, LLC617$243K0.03%new13F-HRTimeline
Financial Perspectives, Inc616$243K0.06%+113F-HRTimeline
OARSMAN CAPITAL, INC.615$242K0.03%-7413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC615$242K0.01%new13F-HRTimeline
626 Financial, LLC614$242K0.09%new13F-HRTimeline
Presidio Capital Management, LLC612$241K0.06%new13F-HRTimeline
Prosperity Consulting Group, LLC607$239K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC606$239K0.01%+113F-HRTimelineGroup
Balefire, LLC606$239K0.04%new13F-HRTimeline
Legend Capital Advisors LLC606$239K0.13%013F-HRTimeline
ARS Wealth Advisors Group, LLC598$236K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC597$235K0.01%013F-HRTimeline
Strategic Blueprint, LLC591$233K0.01%new13F-HRTimeline
Clientfirst Wealth Management, LLC591$233K0.19%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…617$232K0.07%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management589$232K0.12%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/583$230K0.09%new13F-HRTimeline
Sterling Investment Counsel, LLC581$229K0.05%new13F-HRTimeline
PHILADELPHIA TRUST CO580$228K0.01%new13F-HRTimeline
River Wealth Advisors LLC577$227K0.02%new13F-HR/ATimeline
Financial Life Planners576$227K0.15%+113F-HRTimeline
Zhang Financial LLC572$225K0.01%new13F-HRTimeline
Black Diamond Financial, LLC571$225K0.02%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department570$225K0.05%013F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY566$223K0.02%new13F-HRTimeline
CWC Advisors, LLC.564$222K0.1%new13F-HRTimeline
Obermeyer Wealth Partners563$222K0.01%-7813F-HRTimeline
Family Investment Center, Inc.559$220K0.04%new13F-HRTimeline
MidAtlantic Capital Management, Inc.557$219K0.14%new13F-HRTimeline
Magnus Financial Group LLC555$218K0.02%-50013F-HRTimeline
Capstone Wealth Management, Inc.553$218K0.16%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC550$217K0.1%new13F-HRTimeline
Wealth Dimensions Group, Ltd.550$217K0.04%new13F-HRTimeline
SAXON INTERESTS, INC.549$216K0.06%new13F-HRTimeline
Auxano Advisors, LLC547$215K0.04%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC544$214K0.01%new13F-HR/ATimeline
Flagship Private Wealth, LLC543$214K0.08%new13F-HRTimeline
Maridea Wealth Management LLC543$214K0.02%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC540$213K0.11%new13F-HRTimeline
Tanager Wealth Management LLP540$213K0.02%new13F-HRTimeline
Annex Advisory Services, LLC538$212K<0.01%new13F-HRTimeline
PFG Investments, LLC538$212K0.01%new13F-HRTimeline
Traynor Capital Management, Inc.537$212K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC536$211K0.06%013F-HRTimeline
Cascade Financial Partners, LLC533$210K0.02%new13F-HRTimeline
Beverly Hills Private Wealth, LLC530$209K0.04%new13F-HRTimeline
Avise Financial Cooperative, Inc.530$209K0.15%new13F-HRTimeline
Advyzon Investment Management, LLC527$208K0.02%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.525$207K0.14%new13F-HRTimeline
Stokes Family Office, LLC525$207K0.02%new13F-HRTimeline
1492 Capital Management LLC523$206K0.06%new13F-HRTimeline
Sanchez Gaunt Capital Management, LLC523$206K0.12%new13F-HRTimeline
O'Connor Financial Group LLC521$205K0.07%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP520$205K0.12%013F-HRTimeline
Manchester Capital Management LLC518$204K0.03%-8113F-HRTimeline
Signal Advisors Wealth, LLC517$204K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC516$203K0.05%new13F-HRTimeline
MainStreet Investment Advisors LLC515$203K0.03%new13F-HRTimeline
Keel Point, LLC514$202K0.01%new13F-HRTimeline
Advance Capital Management, Inc.514$202K0.01%new13F-HRTimeline
TCI Wealth Advisors, Inc.513$202K0.01%new13F-HRTimeline
Rockwood Wealth Management, LLC513$202K0.01%new13F-HRTimeline
WRAPMANAGER INC513$202K0.06%new13F-HRTimeline
Bridge City Capital, LLC513$202K0.05%new13F-HRTimeline
Red Door Wealth Management, LLC511$201K0.02%new13F-HRTimeline
Procyon Advisors, LLC510$201K0.01%new13F-HRTimeline
EFG International AGin group EFG International AG509$201K<0.01%013F-HRTimelineGroup
MRA Advisory Group508$200K0.07%new13F-HRTimeline
FIRST UNITED BANK & TRUST505$199K0.06%-513F-HRTimeline
New Age Alpha Advisors, LLC500$197K0.01%+26413F-HRTimeline
Miller Global Investments, LLC500$197K0.16%013F-HRTimeline
Capital Advisors, Ltd. LLC498$196K0.02%013F-HRTimeline
Armor Investment Advisors, LLC484$191K0.06%-3413F-HRTimeline
MOTCO475$187K0.02%013F-HRTimeline
Milestone Investment Advisors LLC457$180K0.04%013F-HRTimeline
Rice Partnership, LLC456$180K0.02%013F-HRTimeline
UNION SAVINGS BANK451$178K0.07%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC450$177K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC430$169K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC428$169K0.05%013F-HRTimeline
Grove Bank & Trust427$168K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC426$168K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.425$167K0.01%-213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC419$165K0.07%013F-HRTimeline
BOK Financial Private Wealth, Inc.416$164K0.01%013F-HRTimeline
IFG Advisory, LLC416$164K0.01%new13F-HRTimeline
Addison Advisors LLC401$158K0.07%-31813F-HRTimeline
CENTRAL TRUST Co392$154K<0.01%+11313F-HRTimeline
United Community Bankin group United Community Bank387$152K0.05%013F-HRTimelineGroup
NBH Bank385$152K0.06%13F-HRTimeline
Tidemark, LLC384$151K0.03%+1213F-HRTimeline
AlphaCore Capital LLC355$140K<0.01%-28313F-HRTimeline
TSFG, LLC350$138K0.02%+3413F-HRTimeline
Trust Co344$136K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC326$128K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/325$128K<0.01%-8813F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…325$128K0.03%013F-HRTimeline
SIGNATUREFD, LLC321$126K<0.01%-913F-HRTimeline
SYM FINANCIAL Corp318$125K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC313$123K0.03%-10013F-HRTimeline
Dunhill Financial, LLC313$123K0.03%+18013F-HRTimeline
Continuum Advisory, LLC310$122K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp303$119K0.07%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/301$119K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp300$118K<0.01%-1813F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.277$109K0.01%+5713F-HR/ATimeline
Concord Investment Counsel Inc.394$105K0.03%new13F-HRTimeline
SHP Wealth Management266$105K0.01%+7613F-HRTimeline
CNB Bank264$104K0.04%-413F-HRTimeline
Coston, McIsaac & Partners259$102K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…254$100K0.01%+6013F-HRTimelineGroup
Winthrop Capital Management, LLC255$100K0.02%013F-HRTimeline
Sage Mountain Advisors LLC253$99.7K0.01%013F-HRTimeline
J.Safra Asset Management Corp250$98.5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC237$93.4K0.01%+8713F-HRTimeline
WEST PACES ADVISORS INC.216$85.1K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC212$83.5K0.01%013F-HRTimeline
City State Bank207$81.5K0.02%013F-HRTimeline
Realta Investment Advisors200$78.8K0.02%013F-HRTimeline
General Partner, Inc.200$78.8K0.04%013F-HRTimeline
MCF Advisors LLC199$78.4K<0.01%+6213F-HRTimeline
Key Capital Management, INC198$78K0.04%013F-HRTimeline
GAMMA Investing LLC188$74.1K<0.01%013F-HRTimeline
CX Institutional185$73K<0.01%013F-HRTimeline
Archer Investment Corp184$72.5K0.01%013F-HR/ATimeline
HORIZON BANCORP INC /IN/182$72K0.03%013F-HRTimeline
Dorato Capital Management184$70.8K0.05%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA178$70.1K0.13%013F-HRTimeline
SRH ADVISORS, LLC169$66.6K0.02%013F-HRTimeline
Seneschal Advisors, LLC167$65.8K0.05%-1613F-HRTimeline
IMA Advisory Services, Inc.161$63.4K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA157$61.9K0.03%013F-HRTimeline
Gleason Group, Inc.156$61.6K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.155$60.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC150$59.1K0.01%013F-HRTimeline
Parvin Asset Management, LLC150$59.1K0.05%013F-HRTimeline
SYNTAX RESEARCH, INC.146$57.5K0.04%013F-HRTimeline
Signature Equity Partners, LLC146$57.4K0.03%-6013F-HRTimeline
North Star Investment Management Corp.140$55.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC138$54.4K<0.01%+1913F-HRTimeline
Hurley Capital, LLC135$53.4K0.03%013F-HRTimeline
Perkins Coie Trust Co132$52K0.01%013F-HRTimeline
Asset Dedication, LLC127$50K<0.01%-23113F-HRTimeline
Quarry LP120$47.3K0.01%-12013F-HRTimeline
Retirement Wealth Solutions LLC115$45.3K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.113$44.6K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC112$44.1K<0.01%new13F-HRTimelineGroup
ESL Trust Services, LLC111$43.7K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC110$43.3K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.106$41.8K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC101$40K0.01%013F-HRTimeline
Coastline Trust Co101$39.8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Bancorp, Inc.100$39.4K0.01%013F-HRTimeline
Caitlin John, LLC98$38.6K0.02%013F-HRTimeline
First Command Advisory Services, Inc.95$37.4K<0.01%-5213F-HRTimeline
TD Capital Management LLC93$36.8K<0.01%013F-HRTimeline
EPG Wealth Management LLC93$36.6K0.01%013F-HRTimeline
Pflug Koory, LLC90$35.5K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.91$34.8K0.01%013F-HRTimeline
Clearstead Trust, LLC88$34.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV86$33.9K<0.01%013F-HRTimeline
Insight Inv LLC82$32.3K0.02%013F-HRTimeline
PFS Partners, LLC81$31.9K0.01%013F-HRTimeline
Strive Financial Group ,LLC79$31.1K0.01%013F-HR/ATimeline
LifeSteps Financial, Inc.76$29.9K0.01%new13F-HRTimeline
Abound Wealth Management75$29.6K0.01%013F-HRTimeline