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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

954 managers (964 13F filers) reported a position in IWO shares at 2025-06-30, 30,588,354 shares in all. 72 filers opened a position and 68 filers sold out during the quarter.

Managers
954
13F filers
964
New
72
Added
236
Reduced
372
Sold out
68
Shares held by filers
30,588,354

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Trust Co344$98.3K0.01%013F-HRTimeline
Hanson & Doremus Investment Management339$97K0.01%+15513F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC325$92.8K0.04%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp324$92.6K<0.01%+5513F-HRTimelineGroup
TSFG, LLC316$90K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp303$87.9K0.07%013F-HRTimeline
City State Bank300$85.8K0.03%013F-HRTimeline
HighMark Wealth Management LLC272$77.9K0.04%-1513F-HRTimeline
HHM Wealth Advisors, LLC265$75.8K0.01%013F-HRTimeline
Sage Mountain Advisors LLC263$75.2K<0.01%+10613F-HRTimeline
Winthrop Capital Management, LLC255$73K0.02%013F-HRTimeline
Tortoise Investment Management, LLC249$71.2K0.01%013F-HRTimeline
UNION SAVINGS BANK245$71.1K0.03%013F-HRTimeline
SYM FINANCIAL Corp246$70.3K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/236$67.4K<0.01%+7613F-HR/ATimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI235$67.2K0.01%-12513F-HRTimeline
GAMMA Investing LLC222$63.5K<0.01%+6613F-HRTimeline
CNB Bank220$62.9K0.03%013F-HRTimeline
CENTRAL TRUST Co219$62.6K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.216$61.7K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC214$61.2K0.04%013F-HRTimeline
Glen Eagle Advisors, LLC212$60.6K0.01%-4213F-HRTimeline
Realta Investment Advisors200$57.2K0.02%013F-HRTimeline
General Partner, Inc.200$57.2K0.03%013F-HRTimeline
Versant Capital Management, Inc198$56.7K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC192$54.9K0.01%013F-HRTimeline
Archer Investment Corp184$52.6K0.01%-1113F-HRTimeline
Coston, McIsaac & Partners183$52K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/182$52K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Semmax Financial Advisors Inc.175$51K0.01%013F-HRTimeline
Mendota Financial Group, LLC170$48.6K0.05%013F-HRTimeline
SRH ADVISORS, LLC169$48.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.155$44.7K<0.01%+1213F-HRTimeline
Gleason Group, Inc.156$44.5K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.155$44.1K<0.01%013F-HRTimeline
Promus Capital, LLC153$43.7K0.03%013F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.152$43.5K0.01%-12613F-HRTimeline
DAGCO, INC.150$42.9K0.01%013F-HRTimeline
Parvin Asset Management, LLC150$42.9K0.04%013F-HRTimeline
SYNTAX RESEARCH, INC.146$41.7K0.03%013F-HRTimeline
Talon Private Wealth, LLC144$41.2K0.01%new13F-HRTimeline
Insight Inv LLC143$40.9K0.03%013F-HRTimeline
North Star Investment Management Corp.140$40K<0.01%013F-HRTimeline
Perkins Coie Trust Co140$40K0.01%013F-HRTimeline
Hurley Capital, LLC135$38.7K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC126$35.9K<0.01%+813F-HRTimeline
HOWE & RUSLING INC125$35.7K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC122$34.8K<0.01%+713F-HRTimeline
Harbor Asset Planning, Inc.113$32.2K0.03%13F-HRTimeline
Frazier Financial Advisors, LLC110$31.4K0.02%013F-HRTimeline
Beacon Capital Management, LLC107$30.5K<0.01%013F-HRTimeline
Boreal Capital Management LLC103$29.4K0.02%13F-HRTimeline
Pinnacle Bancorp, Inc.100$28.6K0.01%-1513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC99$28.3K0.02%+6013F-HRTimeline
McIlrath & Eck, LLC95$27.2K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.95$27.2K<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.91$26.6K0.01%-13013F-HRTimeline
EPG Wealth Management LLC93$26.6K0.01%013F-HRTimeline
Pflug Koory, LLC90$25.7K0.01%013F-HRTimeline
ORG Partners LLC89$25.7K0.01%-16213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/89$25.4K0.01%-26813F-HR/ATimelineGroup
Clearstead Trust, LLC88$25.2K<0.01%013F-HRTimeline
West Branch Capital LLC88$25.1K0.01%013F-HRTimeline
WPG Advisers, LLC83$23.7K0.02%-1313F-HRTimeline
PFS Partners, LLC81$23.2K0.01%013F-HRTimeline
Pandora Wealth, Inc.80$22.9K0.01%013F-HRTimeline
CITY HOLDING CO80$22.9K<0.01%013F-HRTimeline
Transce3nd, LLC76$21.7K0.01%013F-HRTimeline
Founders Financial Alliance, LLC76$21.7K<0.01%+2213F-HRTimeline
Nalls Sherbakoff Group, LLC75$21.4K0.02%013F-HRTimeline
Investors Research Corp73$20.9K<0.01%+4013F-HRTimeline
Abound Wealth Management68$19.5K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC66$18.9K<0.01%new13F-HRTimeline
First Pacific Financial65$18.6K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$18.6K<0.01%-7713F-HRTimeline
Bernard Wealth Management Corp.65$18.6K0.01%-7713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…64$18.3K0.01%013F-HRTimeline
MCF Advisors LLC63$18K<0.01%+513F-HRTimeline
Quest 10 Wealth Builders, Inc.56$16.1K0.02%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/56$16K0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC56$16K<0.01%-5813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …54$15.4K<0.01%13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52$14.9K<0.01%-4,06613F-HRTimelineGroup
WOLFF WIESE MAGANA LLC52$14.9K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.52$14.9K0.01%013F-HRTimeline
Gen-Wealth Partners Inc51$14.6K0.01%new13F-HRTimeline
JNBA Financial Advisors50$14.4K<0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc50$14.3K<0.01%-1,58013F-HRTimelineGroup
Rise Advisors, LLC49$14.1K0.01%013F-HRTimeline
RHUMBLINE ADVISERS49$14K<0.01%-69413F-HRTimeline
Wood Tarver Financial Group, LLC51$14K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC48$13.8K<0.01%013F-HRTimeline
Integrity Financial Corp /WA48$13.7K0.01%013F-HRTimeline
one8zero8, LLC45$12.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV43$12.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC43$12.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd43$12.3K<0.01%-8913F-HRTimeline
Avion Wealth42$12K<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…41$11.7K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…39$11.1K<0.01%-1913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners38$11K<0.01%+3213F-HRTimelineGroup
Global Trust Asset Management, LLC37$10.6K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC37$10.6K<0.01%013F-HR/ATimeline
Legacy Investment Solutions, LLC36$10.3K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…36$10.3K0.01%013F-HRTimelineGroup
LRI Investments, LLC34$9.72K<0.01%013F-HRTimeline
Sound Income Strategies, LLC33$9.47K<0.01%-4713F-HRTimeline
SIMA Wealth Partners, LLC33$9.43K0.01%-513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.33$9.43K<0.01%013F-HRTimeline
Glassman Wealth Services33$9.43K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd33$9.43K<0.01%013F-HR/ATimelineGroup
Bullock Wealth Management Group33$9.41K<0.01%013F-HRTimeline
Anchor Investment Management, LLC32$9.15K<0.01%013F-HRTimeline
Dunhill Financial, LLC32$9.15K<0.01%new13F-HRTimeline
Granite Investment Partners, LLC30$8.58K<0.01%013F-HRTimeline
Missouri Trust & Investment Co30$8.58K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC26$7.43K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.25$7.21K<0.01%013F-HRTimeline
Richardson Capital Management LLC25$7.15K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC22$6.29K<0.01%013F-HRTimeline
BFSG, LLC20$5.72K<0.01%-2013F-HRTimeline
Cherry Tree Wealth Management, LLC20$5.72K<0.01%013F-HRTimeline
Biltmore Family Office, LLC20$5.72K<0.01%013F-HRTimeline
CoreCap Advisors, LLC17$5K<0.01%-4913F-HRTimeline
High Note Wealth, LLC17$4.86K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC16$4.57K<0.01%013F-HRTimeline
Kessler Investment Group, LLC15$4.29K<0.01%-1413F-HRTimeline
CVA Family Office, LLC15$4.29K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.14$4.01K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC14$3.99K<0.01%+113F-HRTimeline
Hamilton Point Investment Advisors, LLC13$3.72K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…13$3.72K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.11$3.14K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC10$2.86K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA9$2.57K<0.01%new13F-HRTimeline
Rossby Financial, LCC9$2.57K<0.01%new13F-HRTimeline
NFSG Corp8$2.37K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$2.31K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.8$2.29K<0.01%-113F-HRTimeline
Atlantic Private Wealth, LLC8$2.29K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7$2K<0.01%013F-HRTimeline
Activest Wealth Management5$1.47K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.5$1.44K<0.01%013F-HRTimeline
Provident Wealth Management, LLC4$1.14K<0.01%013F-HRTimeline
Operose Advisors LLC4$1.14K<0.01%013F-HRTimeline
Millstone Evans Group, LLC4$1.14K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC2$574<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2$572<0.01%013F-HR/ATimeline
Morton Brown Family Wealth, LLC1$286<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC1$147<0.01%new13F-HRTimeline
Kozak & Associates, Inc.0$57<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
PrairieView Partners, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BROADWATER CAPITAL MANAGEMENT LLC3,144$3.14K+3,13313F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.