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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

953 managers (963 13F filers) reported a position in IWO shares at 2025-03-31, 31,310,659 shares in all. 41 filers opened a position and 129 filers sold out during the quarter.

Managers
953
13F filers
963
New
41
Added
245
Reduced
376
Sold out
129
Shares held by filers
31,310,659

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MB, LEVIS & ASSOCIATES, LLC324$82.8K0.04%013F-HRTimeline
TSFG, LLC316$81K0.02%-7813F-HRTimeline
Continuum Advisory, LLC306$78.2K0.01%-413F-HRTimeline
Murphy & Mullick Capital Management Corp303$77.4K0.07%013F-HRTimeline
City State Bank300$76.7K0.03%013F-HRTimeline
HighMark Wealth Management LLC287$73.4K0.04%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.278$71K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp269$68.7K<0.01%+7413F-HRTimelineGroup
HHM Wealth Advisors, LLC265$67.7K0.01%013F-HRTimeline
Princeton Global Asset Management LLC265$67.7K0.01%-23213F-HRTimeline
ORG Partners LLC251$65.5K0.02%-7,12313F-HRTimeline
Winthrop Capital Management, LLC255$65K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC254$64.9K0.01%013F-HRTimeline
Tortoise Investment Management, LLC249$63.6K0.01%013F-HR/ATimeline
SYM FINANCIAL Corp246$62.9K0.01%+10613F-HRTimeline
UNION SAVINGS BANK245$62.6K0.03%-613F-HRTimeline
Bear Mountain Capital, Inc.221$56.4K0.02%013F-HRTimeline
CNB Bank220$56.2K0.03%013F-HRTimeline
CENTRAL TRUST Co219$56K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.216$55.2K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC214$54.7K0.04%13F-HRTimeline
Realta Investment Advisors200$51.1K0.02%-4013F-HRTimeline
General Partner, Inc.200$51.1K0.03%013F-HRTimeline
Versant Capital Management, Inc198$50.6K0.01%+10613F-HRTimeline
Archer Investment Corp195$49.9K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC192$49.1K0.01%013F-HRTimeline
Claris Financial LLC166$47.8K0.03%013F-HRTimeline
Hanson & Doremus Investment Management184$47K0.01%+13013F-HRTimeline
HORIZON BANCORP INC /IN/182$47K0.03%013F-HRTimeline
Coston, McIsaac & Partners183$46K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.175$45.7K0.01%+113F-HRTimeline
Mendota Financial Group, LLC170$43.4K0.05%013F-HRTimeline
SRH ADVISORS, LLC169$43.2K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC142$40.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/160$40.9K<0.01%+2113F-HRTimelineGroup
Sage Mountain Advisors LLC157$40.1K<0.01%-1513F-HRTimeline
GAMMA Investing LLC156$39.9K<0.01%013F-HR/ATimeline
Gleason Group, Inc.155$39.7K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.155$39.4K<0.01%013F-HRTimeline
Promus Capital, LLC153$39.1K0.03%013F-HR/ATimeline
DAGCO, INC.150$38.3K0.01%new13F-HRTimeline
Parvin Asset Management, LLC150$38.3K0.04%013F-HRTimeline
SYNTAX RESEARCH, INC.146$37.3K0.03%013F-HRTimeline
Insight Inv LLC143$36.5K0.03%-4613F-HRTimeline
Sunbelt Securities, Inc.143$36.4K<0.01%-1213F-HRTimeline
Bernard Wealth Management Corp.142$36.3K0.02%+7713F-HRTimeline
North Star Investment Management Corp.140$35.8K<0.01%-24513F-HRTimeline
Perkins Coie Trust Co140$35.8K0.01%013F-HRTimeline
Hurley Capital, LLC135$34.6K0.03%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …134$34.2K0.01%13F-HRTimelineGroup
WASHINGTON TRUST Co132$33.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd132$33.7K<0.01%-4,66113F-HRTimeline
Peoples Bank/KS123$31.4K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC118$30.2K<0.01%-7813F-HRTimeline
Pinnacle Bancorp, Inc.115$29.4K0.01%-913F-HRTimeline
GPS Wealth Strategies Group, LLC115$29.3K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC114$29.1K0.01%+6613F-HRTimeline
Frazier Financial Advisors, LLC110$28.1K0.02%013F-HRTimeline
Beacon Capital Management, LLC107$27.3K<0.01%-2513F-HRTimeline
Runnymede Capital Advisors, Inc.100$25.6K0.02%013F-HRTimeline
WPG Advisers, LLC96$24.5K0.02%-5113F-HRTimeline
McIlrath & Eck, LLC95$24.3K<0.01%013F-HRTimeline
EPG Wealth Management LLC93$23.8K0.01%013F-HRTimeline
Pflug Koory, LLC90$23K0.01%013F-HRTimeline
Clearstead Trust, LLC88$22.5K0.01%013F-HRTimeline
West Branch Capital LLC88$22.5K0.01%-6113F-HRTimeline
Mattson Financial Services, LLC84$21.5K0.01%013F-HRTimeline
Cloud Capital Management, LLC83$21K0.01%13F-HRTimeline
PFS Partners, LLC81$20.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC80$20.5K<0.01%013F-HRTimeline
CITY HOLDING CO80$20.4K<0.01%013F-HRTimeline
Pandora Wealth, Inc.80$20.4K0.01%13F-HRTimeline
Transce3nd, LLC76$19.4K0.01%013F-HRTimeline
ATWOOD & PALMER INC75$19.2K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC75$19.2K0.02%13F-HRTimeline
Abound Wealth Management68$17.4K0.01%013F-HRTimeline
CoreCap Advisors, LLC66$16.7K<0.01%-2413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…64$16.4K0.01%013F-HRTimeline
Olde Wealth Management, LLC63$16K0.01%new13F-HRTimeline
MCF Advisors LLC58$14.8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…58$14.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.56$14.4K0.02%013F-HRTimeline
Founders Financial Alliance, LLC54$13.8K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC52$13.3K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.52$13.3K0.01%-2013F-HRTimeline
Wood Tarver Financial Group, LLC51$13K<0.01%013F-HRTimeline
JNBA Financial Advisors50$12.9K<0.01%-413F-HRTimeline
Rise Advisors, LLC49$12.6K0.01%013F-HRTimeline
Salomon & Ludwin, LLC48$12.3K<0.01%013F-HRTimeline
Integrity Financial Corp /WA48$12.3K0.01%013F-HRTimeline
SIGNATUREFD, LLC47$12K<0.01%-43513F-HRTimeline
Avion Wealth42$12K<0.01%013F-HRTimeline
one8zero8, LLC45$11.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV43$11K<0.01%-2413F-HRTimeline
Bogart Wealth, LLC43$11K<0.01%-7213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…41$10.5K<0.01%013F-HRTimeline
BFSG, LLC40$10.2K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC39$9.97K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC38$9.71K0.01%013F-HRTimeline
Global Trust Asset Management, LLC37$9.51K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC37$9.46K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.36$9.2K<0.01%-1513F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…36$9.2K0.01%013F-HRTimelineGroup
Hoese & Co LLP34$8.69K0.01%013F-HRTimeline
LRI Investments, LLC34$8.69K<0.01%013F-HRTimeline
Bullock Wealth Management Group33$8.44K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.33$8.43K<0.01%013F-HRTimeline
Glassman Wealth Services33$8.43K<0.01%-5813F-HRTimeline
Investors Research Corp33$8.43K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd33$8.43K<0.01%013F-HR/ATimelineGroup
Anchor Investment Management, LLC32$8.18K<0.01%013F-HRTimeline
Granite Investment Partners, LLC30$7.67K<0.01%-82913F-HRTimeline
Missouri Trust & Investment Co30$7.67K<0.01%013F-HRTimeline
Kessler Investment Group, LLC29$7.41K<0.01%+1513F-HRTimeline
CURIO WEALTH, LLC1$7.2K0.05%-2413F-HRTimeline
Twin Lakes Capital Management, LLC26$6.64K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.25$6.46K<0.01%013F-HRTimeline
Richardson Capital Management LLC25$6.39K<0.01%-18913F-HRTimeline
Signature Resources Capital Management,…24$6.13K0.01%+1813F-HRTimeline
Aventura Private Wealth, LLC22$5.62K<0.01%-4313F-HRTimeline
Biltmore Family Office, LLC20$5.11K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC20$5.11K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC20$5.11K0.01%+1113F-HRTimeline
Mascoma Wealth Management LLC16$4.09K<0.01%-2013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…15$3.91K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC15$3.83K<0.01%013F-HRTimeline
Global Financial Private Client, LLC15$3.83K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.14$3.58K<0.01%-1313F-HRTimeline
Medallion Wealth Advisors, LLC13$3.32K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC13$3.32K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…13$3.32K<0.01%+813F-HRTimeline
Atala Financial Inc13$3.32K<0.01%-2813F-HRTimeline
Brooklyn Investment Group12$3.07K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC11$2.81K<0.01%013F-HR/ATimeline
Game Plan Financial Advisors, LLC10$2.56K<0.01%-1513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.9$2.3K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$2.06K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7$1.79K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners6$1.53K<0.01%013F-HRTimelineGroup
Prudent Man Investment Management, Inc.5$1.44K<0.01%013F-HRTimeline
Activest Wealth Management5$1.31K<0.01%013F-HRTimeline
Provident Wealth Management, LLC4$1.02K<0.01%013F-HRTimeline
Operose Advisors LLC4$1.02K<0.01%013F-HRTimeline
Millstone Evans Group, LLC4$1.02K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC2$578<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2$512<0.01%013F-HR/ATimeline
Fiduciary Wealth Partners, LLC1$256<0.01%13F-HRTimeline
Keystone Global Partners, LLC1$256<0.01%13F-HRTimeline
Hexagon Capital Partners LLC1$256<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC1$256<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$47<0.01%-6013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,57913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NewSquare Capital LLC0$00%-5013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.