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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

985 managers (994 13F filers) reported a position in IWO shares at 2025-09-30, 30,119,678 shares in all. 92 filers opened a position and 48 filers sold out during the quarter.

Managers
985
13F filers
994
New
92
Added
272
Reduced
309
Sold out
48
Shares held by filers
30,119,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MOTCO475$152K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…475$152K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/470$150K<0.01%+23413F-HRTimelineGroup
Rice Partnership, LLC468$150K0.02%+1213F-HRTimeline
Milestone Investment Advisors LLC457$146K0.04%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC450$144K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC430$138K0.01%013F-HRTimeline
WEBSTER BANK, N. A.427$137K0.01%013F-HRTimeline
Grove Bank & Trust427$137K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC426$136K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.421$135K0.01%+4813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC419$134K0.07%013F-HRTimeline
SYM FINANCIAL Corp418$134K0.01%+17213F-HRTimeline
RHUMBLINE ADVISERS413$132K<0.01%+36413F-HRTimeline
Financial Freedom, LLC411$131K0.07%+113F-HRTimeline
North Capital, Inc.397$127K0.1%+113F-HRTimeline
Asset Dedication, LLC389$124K0.01%013F-HRTimeline
United Community Bankin group United Community Bank387$124K0.04%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\383$123K<0.01%013F-HRTimelineGroup
Tidemark, LLC371$119K0.03%+113F-HRTimeline
Root Financial Partners, LLC366$117K0.01%new13F-HRTimeline
2UniFi Bank360$115K0.06%013F-HRTimeline
Trust Co344$110K0.01%013F-HRTimeline
Hanson & Doremus Investment Management339$108K0.01%013F-HRTimeline
Crewe Advisors LLC329$105K0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC325$104K0.04%013F-HRTimeline
TSFG, LLC316$101K0.02%013F-HRTimeline
SIGNATUREFD, LLC315$101K<0.01%-51713F-HRTimeline
Texas Capital Bancshares Inc/TX314$100K0.04%new13F-HRTimeline
Murphy & Mullick Capital Management Corp303$97K0.07%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/301$96.3K0.01%-4913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…300$96K<0.01%new13F-HRTimelineGroup
City State Bank300$96K0.03%013F-HRTimeline
HighMark Wealth Management LLC288$92.1K0.04%+1613F-HRTimeline
CX Institutional285$91K<0.01%new13F-HRTimeline
CENTRAL TRUST Co278$89K<0.01%+5913F-HRTimeline
New Age Alpha Advisors, LLC274$87.7K<0.01%-61913F-HRTimeline
HHM Wealth Advisors, LLC265$84.8K0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc260$83.2K<0.01%+21013F-HRTimelineGroup
Winthrop Capital Management, LLC255$82K0.02%013F-HRTimeline
Sage Mountain Advisors LLC253$81K<0.01%-1013F-HRTimeline
Tortoise Investment Management, LLC249$79.7K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp244$78.1K<0.01%-8013F-HRTimelineGroup
Clayton Financial Group LLC242$77.5K0.06%new13F-HRTimeline
Rossmore Private Capital230$73.6K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC225$72K0.01%new13F-HRTimeline
CNB Bank220$70.4K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.216$69.1K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC214$68.5K0.04%013F-HRTimeline
Glen Eagle Advisors, LLC212$67.8K0.01%013F-HRTimeline
GAMMA Investing LLC209$66.9K<0.01%-1313F-HRTimeline
Realta Investment Advisors200$64K0.02%013F-HRTimeline
General Partner, Inc.200$64K0.04%013F-HRTimeline
Versant Capital Management, Inc198$63.5K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC192$61.4K0.01%013F-HRTimeline
Corundum Trust Company, INC185$59.2K0.13%new13F-HRTimeline
Archer Investment Corp184$58.9K0.01%013F-HRTimeline
Seneschal Advisors, LLC183$58.6K0.04%new13F-HRTimeline
Coston, McIsaac & Partners183$58K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/182$58K0.03%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA178$57K0.12%new13F-HRTimeline
Cedar Mountain Advisors, LLC176$56.3K0.01%+12013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI175$56K0.01%-6013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…171$54.7K<0.01%+11913F-HRTimelineGroup
Mendota Financial Group, LLC170$54.4K0.04%013F-HRTimeline
SRH ADVISORS, LLC169$54.1K0.02%013F-HRTimeline
Gleason Group, Inc.156$49.8K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.155$49.8K<0.01%013F-HRTimeline
Promus Capital, LLC153$49K0.03%013F-HRTimeline
DAGCO, INC.150$48K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC150$48K0.01%new13F-HRTimeline
Parvin Asset Management, LLC150$48K0.04%013F-HRTimeline
SYNTAX RESEARCH, INC.146$46.7K0.03%013F-HRTimeline
North Star Investment Management Corp.140$44.8K<0.01%013F-HRTimeline
Perkins Coie Trust Co140$44.8K0.01%013F-HRTimeline
Hurley Capital, LLC135$43.4K0.02%013F-HRTimeline
Sunbelt Securities, Inc.135$43.1K<0.01%-2013F-HRTimeline
HOWE & RUSLING INC125$40K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC122$39K<0.01%013F-HRTimeline
CoreCap Advisors, LLC118$37.9K<0.01%+10113F-HRTimeline
Retirement Wealth Solutions LLC115$36.8K0.02%new13F-HRTimeline
Harbor Asset Planning, Inc.113$36.1K0.03%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC112$35.8K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC110$35.2K0.02%013F-HRTimeline
Boreal Capital Management LLC103$33K0.03%013F-HRTimeline
PFS Partners, LLC102$32.7K0.02%+2113F-HRTimeline
Pinnacle Bancorp, Inc.100$32K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.100$32K0.02%new13F-HRTimeline
Caitlin John, LLC98$31.4K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC96$30.7K0.01%+2013F-HRTimeline
McIlrath & Eck, LLC95$30.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.95$30.4K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.91$29.9K0.01%013F-HRTimeline
EPG Wealth Management LLC93$29.8K0.01%013F-HRTimeline
ORG Partners LLC90$28.8K0.01%+113F-HRTimeline
Pflug Koory, LLC90$28.8K0.01%013F-HRTimeline
Clearstead Trust, LLC88$28.2K<0.01%013F-HRTimeline
West Branch Capital LLC88$28.1K0.01%013F-HRTimeline
Insight Inv LLC82$26.2K0.02%-6113F-HRTimeline
Cloud Capital Management, LLC83$26K0.01%new13F-HRTimeline
Pandora Wealth, Inc.80$25.6K0.02%013F-HRTimeline
CITY HOLDING CO80$25.6K<0.01%013F-HRTimeline
Abound Wealth Management75$24K0.01%+713F-HRTimeline
Nalls Sherbakoff Group, LLC75$24K0.02%013F-HRTimeline
Investors Research Corp73$23.4K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC71$22.7K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.70$22.4K0.01%+4513F-HRTimeline
Provenance Wealth Advisors, LLC66$21.1K<0.01%013F-HRTimeline
First Pacific Financial65$20.8K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$20.8K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.65$20.8K0.01%013F-HRTimeline
WPG Advisers, LLC65$20.8K0.02%-1813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…64$20.5K<0.01%013F-HRTimeline
MCF Advisors LLC63$20.2K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.59$18.9K<0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/59$18.9K0.01%-3013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.56$18.1K0.02%013F-HRTimeline
Westfuller Advisors, LLC54$17.2K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC52$16.6K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.52$16.6K0.01%013F-HRTimeline
Gen-Wealth Partners Inc51$16.3K0.01%013F-HRTimeline
JNBA Financial Advisors50$16.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…50$16K0.01%new13F-HRTimeline
Rise Advisors, LLC49$15.8K0.01%013F-HRTimeline
Salomon & Ludwin, LLC48$15.6K<0.01%013F-HRTimeline
one8zero8, LLC45$14.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV43$13.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC43$13.8K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …41$13.1K<0.01%13F-HRTimelineGroup
Avion Wealth42$13K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…39$12.5K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC37$11.9K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC37$11.8K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…36$11.5K0.01%013F-HRTimelineGroup
LRI Investments, LLC34$10.9K<0.01%013F-HRTimeline
Bullock Wealth Management Group33$10.6K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC33$10.6K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.33$10.6K<0.01%013F-HRTimeline
Glassman Wealth Services33$10.6K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd33$10.6K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC32$10.2K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC31$9.92K0.01%new13F-HRTimeline
Granite Investment Partners, LLC30$9.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co30$9.6K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$9.6K0.01%-6913F-HRTimeline
Park Square Financial Group, LLC27$8.64K0.04%new13F-HRTimeline
Sound Income Strategies, LLC26$8.54K<0.01%-713F-HRTimeline
Twin Lakes Capital Management, LLC26$8.32K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp26$8.11K0.01%13F-HR/ATimeline
Richardson Capital Management LLC25$8K<0.01%013F-HRTimeline
Park Place Capital Corp23$7.36K<0.01%-1,01913F-HRTimeline
Aventura Private Wealth, LLC22$7.04K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$6.72K0.01%-2013F-HRTimeline
Biltmore Family Office, LLC20$6.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC20$6.4K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.17$5.44K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC16$5.12K<0.01%-1613F-HRTimeline
Mascoma Wealth Management LLC16$5.12K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.15$4.8K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC15$4.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC14$4.48K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13$4.16K<0.01%new13F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC13$4.16K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…13$4.16K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.13$4.16K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC11$3.52K<0.01%-3,13313F-HR/ATimeline
Game Plan Financial Advisors, LLC10$3.2K<0.01%013F-HRTimeline
Integrity Financial Corp /WA10$3.2K<0.01%-3813F-HRTimeline
ALERUS FINANCIAL NA9$2.88K<0.01%013F-HRTimeline
Rossby Financial, LCC9$2.88K<0.01%013F-HRTimeline
NFSG Corp8$2.65K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$2.58K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.8$2.56K<0.01%013F-HRTimeline
Horizon Investments, LLC8$2.56K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC8$2.56K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners6$1.92K<0.01%-3213F-HRTimelineGroup
Activest Wealth Management5$1.65K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.5$1.44K<0.01%013F-HRTimeline
Operose Advisors LLC4$1.28K<0.01%013F-HRTimeline
Millstone Evans Group, LLC4$1.28K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC2$643<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2$641<0.01%013F-HR/ATimeline
Morton Brown Family Wealth, LLC1$320<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$49<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Raleigh Capital Management Inc.0$22<0.01%-1413F-HRTimelineAmount filed as zero, left out of ratios.