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IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,042 managers (1,054 13F filers) reported a position in IWO shares at 2024-12-31, 32,448,943 shares in all. 89 filers opened a position and 51 filers sold out during the quarter.

Managers
1,042
13F filers
1,054
New
89
Added
332
Reduced
271
Sold out
51
Shares held by filers
32,448,943

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wealth Architects, LLC726$209K0.02%013F-HRTimeline
SeaCrest Wealth Management, LLC720$207K0.02%-3813F-HRTimeline
Sovran Advisors, LLC723$207K0.03%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO720$207K<0.01%-7613F-HRTimeline
Clarius Group, LLC720$207K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC720$207K0.02%new13F-HR/ATimeline
Cornerstone Planning Group LLC703$207K0.05%+313F-HRTimeline
SOL Capital Management CO720$207K0.02%013F-HRTimeline
Twin Tree Management, LP716$206K<0.01%-14,88113F-HRTimeline
Rockbridge Investment Management, LCC715$206K0.03%013F-HRTimeline
LEIGH BALDWIN & CO., LLC712$205K0.17%13F-HR/ATimeline
Ballentine Partners, LLC707$203K<0.01%013F-HRTimeline
DAVENPORT & Co LLC700$201K<0.01%new13F-HRTimeline
Colorado Capital Management, Inc.698$201K0.1%-11613F-HRTimeline
Windward Private Wealth Management Inc.697$201K0.08%-1313F-HRTimeline
17 CAPITAL PARTNERS, LLC695$200K0.13%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P674$194K<0.01%+13013F-HRTimelineGroup
OARSMAN CAPITAL, INC.656$189K0.03%+2613F-HRTimeline
Farther Finance Advisors, LLC629$181K0.01%-1813F-HRTimeline
Financial Life Planners602$173K0.14%13F-HRTimeline
Financial Freedom, LLC598$172K0.09%+213F-HRTimeline
FIRST UNITED BANK & TRUST598$172K0.06%013F-HRTimeline
Plante Moran Financial Advisors, LLC581$167K0.01%+50513F-HRTimeline
Venturi Wealth Management, LLC577$166K0.01%013F-HRTimeline
Financial Perspectives, Inc576$166K0.06%+213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department570$164K0.05%13F-HRTimelineGroup
SIMPLEX TRADING, LLC572$164K<0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…544$157K0.01%013F-HRTimelineGroup
New England Capital Financial Advisors …543$156K0.08%+113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS540$155K0.07%013F-HRTimeline
Center for Financial Planning, Inc.539$155K0.02%-17513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC537$155K0.07%013F-HRTimeline
WealthShield Partners, LLC532$153K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.524$151K0.01%-913F-HRTimeline
MidAtlantic Capital Management, Inc.519$149K0.11%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC513$148K0.05%+213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC509$146K<0.01%-21,92513F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…505$145K0.05%013F-HRTimeline
CASTLEARK MANAGEMENT LLC500$144K0.01%013F-HRTimeline
Princeton Global Asset Management LLC497$143K0.03%-1213F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC494$142K0.03%-63413F-HRTimeline
Peachtree Investment Partners, LLC491$141K0.05%+113F-HRTimeline
SIGNATUREFD, LLC482$139K<0.01%-113F-HRTimeline
Family Manage LLC471$136K0.02%013F-HRTimeline
WEBSTER BANK, N. A.459$132K0.01%013F-HRTimeline
Rice Partnership, LLC456$131K0.02%013F-HRTimeline
Icon Wealth Advisors, LLC454$131K0.01%-313F-HRTimeline
Wingate Wealth Advisors, Inc.453$130K0.13%13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC450$129K<0.01%013F-HRTimelineGroup
Grove Bank & Trust427$123K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC426$123K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC419$121K0.07%013F-HRTimeline
2UniFi Bank410$118K0.08%13F-HRTimeline
TSFG, LLC394$113K0.02%+17013F-HRTimeline
Asset Dedication, LLC389$112K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\388$112K<0.01%013F-HR/ATimelineGroup
BOK Financial Private Wealth, Inc.387$111K0.01%+30513F-HRTimeline
United Community Bankin group United Community Bank387$111K0.04%013F-HRTimelineGroup
North Star Investment Management Corp.385$111K0.01%013F-HRTimeline
Manchester Capital Management LLC378$109K0.01%013F-HRTimeline
Tidemark, LLC369$106K0.04%+113F-HRTimeline
Sugarloaf Wealth Management, LLC367$106K0.02%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI360$104K0.02%013F-HRTimeline
Trust Co344$99K0.01%+22513F-HRTimeline
Synergy Investment Management, LLC339$97.6K0.04%13F-HRTimeline
Coppell Advisory Solutions LLC328$94.6K0.01%-11213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC324$93.2K0.05%+113F-HRTimeline
Continuum Advisory, LLC310$89.2K0.01%-113F-HRTimeline
Murphy & Mullick Capital Management Corp303$87.2K0.08%13F-HRTimeline
City State Bank300$86.3K0.03%013F-HRTimeline
HighMark Wealth Management LLC287$82.5K0.05%+113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.278$80K0.01%013F-HRTimeline
Castleview Partners, LLC275$79.4K0.04%new13F-HR/ATimeline
HHM Wealth Advisors, LLC265$76.3K0.01%013F-HRTimeline
Winthrop Capital Management, LLC255$74K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC254$73.1K0.01%013F-HRTimeline
UNION SAVINGS BANK251$72.2K0.04%-3813F-HRTimeline
Tortoise Investment Management, LLC249$71.7K0.01%013F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/249$71.7K0.03%-12013F-HRTimelineGroup
Realta Investment Advisors240$70.7K0.03%013F-HRTimeline
Bear Mountain Capital, Inc.221$66.9K0.03%-913F-HRTimeline
AlphaMark Advisors, LLC225$65K0.03%013F-HRTimeline
CNB Bank220$63.3K0.03%-14713F-HRTimeline
CENTRAL TRUST Co219$63K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.216$62.2K0.02%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.209$62.1K0.05%new13F-HRTimeline
Richardson Capital Management LLC214$61.6K0.04%013F-HRTimeline
General Partner, Inc.200$57.6K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC196$56.4K<0.01%013F-HRTimeline
Archer Investment Corp195$56.1K0.01%-1113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp195$56.1K<0.01%013F-HRTimelineGroup
Clarkston Capital Partners, LLC193$55.4K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC192$55.3K0.01%013F-HRTimeline
Insight Inv LLC189$54.4K0.04%new13F-HRTimeline
Coston, McIsaac & Partners183$52K0.02%013F-HRTimeline
HORIZON BANCORP INC /IN/182$52K0.02%013F-HRTimeline
Semmax Financial Advisors Inc.174$51.5K0.01%013F-HRTimeline
Milestone Investment Advisors LLC175$50.5K0.01%013F-HRTimeline
Sage Mountain Advisors LLC172$49.5K<0.01%013F-HRTimeline
Mendota Financial Group, LLC170$48.9K0.03%013F-HRTimeline
SRH ADVISORS, LLC169$48.6K0.01%013F-HRTimeline
Claris Financial LLC166$47.8K0.03%13F-HRTimeline
RHUMBLINE ADVISERS162$46.6K<0.01%-7813F-HR/ATimeline
GAMMA Investing LLC156$44.9K<0.01%+6113F-HRTimeline
Sunbelt Securities, Inc.155$44.8K<0.01%-9513F-HRTimeline
Gleason Group, Inc.155$44.7K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.155$44.6K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC154$44.3K0.03%new13F-HRTimeline
Promus Capital, LLC153$44K0.03%13F-HR/ATimeline
Cardinal Strategic Wealth Guidance150$43.2K0.01%013F-HRTimeline
Bank of New Hampshire150$43.2K0.01%013F-HRTimeline
Parvin Asset Management, LLC150$43.2K0.05%13F-HRTimeline
West Branch Capital LLC149$42.8K0.01%013F-HRTimeline
WPG Advisers, LLC147$42.3K0.04%13F-HRTimeline
SYNTAX RESEARCH, INC.146$42K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC142$40.9K<0.01%new13F-HRTimeline
Perkins Coie Trust Co140$40.3K0.01%013F-HRTimeline
SYM FINANCIAL Corp140$40.2K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/139$40K<0.01%-5113F-HRTimelineGroup
Hurley Capital, LLC135$39.8K0.03%13F-HRTimeline
WASHINGTON TRUST Co132$38K<0.01%013F-HRTimeline
Beacon Capital Management, LLC132$37.9K<0.01%+113F-HRTimeline
Pinnacle Bancorp, Inc.124$35.7K0.01%+1513F-HRTimeline
Peoples Bank/KS123$35.4K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …121$34.8K0.01%013F-HRTimelineGroup
Bogart Wealth, LLC115$33.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC115$33K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC110$31.7K0.03%013F-HRTimeline
Smartleaf Asset Management LLC106$30.6K<0.01%+9813F-HRTimeline
PSI Advisors, LLC100$28.8K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.100$28.8K0.03%13F-HRTimeline
Ransom Advisory, Ltd100$28.8K0.01%013F-HRTimeline
Standard Family Office LLC99$28.5K0.03%-13613F-HRTimeline
Caitlin John, LLC98$28.2K0.02%013F-HRTimeline
McIlrath & Eck, LLC95$27.3K<0.01%013F-HRTimeline
EPG Wealth Management LLC93$26.8K0.01%-1713F-HRTimeline
Versant Capital Management, Inc92$26.5K0.01%013F-HRTimeline
Glassman Wealth Services91$26.2K<0.01%013F-HRTimeline
Pflug Koory, LLC90$25.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC90$25.8K<0.01%+2313F-HRTimeline
Clearstead Trust, LLC88$25.3K0.01%013F-HRTimeline
Mattson Financial Services, LLC84$23.9K0.01%013F-HRTimeline
PFS Partners, LLC81$23.3K0.01%013F-HRTimeline
Sound Income Strategies, LLC80$23.1K<0.01%+8013F-HRTimeline
CITY HOLDING CO80$23K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC77$22.2K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC76$21.9K0.01%13F-HRTimeline
ATWOOD & PALMER INC75$21.6K<0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…74$21.3K<0.01%013F-HRTimeline
Talon Private Wealth, LLC72$20.7K<0.01%-413F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.72$20.7K0.01%-7213F-HRTimeline
LEE DANNER & BASS INC70$20.1K<0.01%new13F-HRTimeline
Modus Advisors, LLC70$20.1K0.01%new13F-HRTimeline
Abound Wealth Management68$19.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV67$19.4K<0.01%-1613F-HRTimeline
Bernard Wealth Management Corp.65$18.7K0.01%13F-HR/ATimeline
Aventura Private Wealth, LLC65$18.7K0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…64$18.4K0.01%013F-HRTimeline
Kozak & Associates, Inc.60$17.7K<0.01%-4113F-HRTimeline
MCF Advisors LLC58$16.7K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…58$16.7K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.56$16.2K0.02%13F-HRTimeline
Hanson & Doremus Investment Management54$16K<0.01%013F-HRTimeline
JNBA Financial Advisors54$15.6K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC54$15.5K<0.01%+1513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.51$15.1K<0.01%-27313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC52$15K0.01%013F-HRTimeline
NewSquare Capital LLC50$14.4K<0.01%013F-HRTimeline
Rise Advisors, LLC49$14.1K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC51$14K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC48$13.8K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC48$13.8K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA48$13.8K0.01%013F-HRTimeline
Park Square Financial Group, LLC46$13.2K0.01%13F-HRTimeline
one8zero8, LLC45$13K<0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC42$12.1K<0.01%013F-HRTimeline
Avion Wealth42$12K<0.01%-3313F-HRTimeline
Atala Financial Inc41$11.8K0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…41$11.8K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC39$11.2K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC40$11K0.01%013F-HRTimeline
Briaud Financial Planning Inc40$11K<0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC38$10.9K0.01%013F-HRTimeline
Global Trust Asset Management, LLC37$10.7K<0.01%+713F-HRTimeline
Legacy Investment Solutions, LLC36$10.7K0.01%-513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…36$10.7K0.01%-513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC37$10.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mascoma Wealth Management LLC36$10.4K<0.01%+2013F-HRTimeline
LRI Investments, LLC34$9.79K<0.01%013F-HRTimeline
Hoese & Co LLP34$9.79K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.33$9.5K<0.01%013F-HRTimeline
Investors Research Corp33$9.5K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd33$9.5K<0.01%13F-HRTimelineGroup
Bullock Wealth Management Group33$9.5K0.01%013F-HRTimeline
Anchor Investment Management, LLC32$9.21K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC31$8.92K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co30$8.63K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.27$7.84K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.25$7.5K<0.01%13F-HRTimeline
CURIO WEALTH, LLC25$7.2K<0.01%13F-HRTimeline