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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
Nalls Sherbakoff Group, LLC75$29.5K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.74$29.2K0.01%+3913F-HRTimeline
GILL CAPITAL PARTNERS, LLC71$28K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC66$26K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.66$25.8K0.02%013F-HRTimeline
Bernard Wealth Management Corp.65$25.6K0.01%013F-HRTimeline
WPG Advisers, LLC65$25.6K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.59$23.2K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/59$23.2K0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.53$20.9K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc51$20.1K0.01%013F-HRTimeline
JNBA Financial Advisors50$19.8K<0.01%013F-HRTimeline
Signature Resources Capital Management,…50$19.7K0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.50$19.7K<0.01%013F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co50$18.5K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC46$18K<0.01%013F-HRTimeline
one8zero8, LLC45$17.7K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.44$17.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC42$17K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC43$16.9K0.01%013F-HRTimeline
Bogart Wealth, LLC43$16.9K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS43$16.9K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …41$16.2K<0.01%13F-HRTimelineGroup
Keating Financial Advisory Services, In…41$16.2K<0.01%013F-HRTimeline
Avion Wealth42$16K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…39$15.4K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC47$15K0.01%013F-HRTimeline
Longview Financial Advisors LLC38$15K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC37$14.6K<0.01%013F-HRTimeline
Hoese & Co LLP37$14.6K0.01%new13F-HRTimeline
LRI Investments, LLC34$13.4K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.33$13K<0.01%013F-HRTimeline
Glassman Wealth Services33$13K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC33$13K0.01%013F-HRTimeline
Bullock Wealth Management Group33$12.9K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners32$12.8K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC32$12.6K<0.01%-46213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$11.8K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.29$11.4K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp27$10.3K0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC26$10.3K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC26$10.2K0.01%013F-HRTimeline
Marquette Asset Management, LLC25$9.85K<0.01%013F-HRTimeline
Richardson Capital Management LLC25$9.85K<0.01%013F-HRTimeline
Essential Investment Partners LLC25$9.85K0.01%013F-HRTimeline
Allied Private Wealth LLC25$9.57K0.01%13F-HRTimeline
Ares Financial Consulting, LLC23$9.07K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC22$8.67K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$8.27K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC21$8.27K<0.01%13F-HRTimeline
RMG Wealth Management LLC21$8.24K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC20$7.88K<0.01%013F-HRTimeline
Breakwater Investment Management20$7.88K<0.01%013F-HRTimeline
Biltmore Family Office, LLC20$7.88K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC20$7.88K<0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC20$7.88K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.19$7.49K0.01%013F-HRTimeline
Clean Yield Group17$6.7K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC16$6.3K<0.01%013F-HRTimeline
CVA Family Office, LLC15$5.91K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC14$5.51K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC14$5.51K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC13$5.27K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.13$5.12K<0.01%013F-HRTimeline
Go Invest LLC12$4.62K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC11$4.33K<0.01%013F-HRTimeline
NFSG Corp10$4.06K<0.01%+213F-HRTimeline
New Republic Capital, LLC10$3.95K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC10$3.94K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA9$3.55K<0.01%013F-HRTimeline
PlanVest Financial, Inc9$3.55K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$3.18K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC8$3.15K<0.01%013F-HRTimeline
TFC Financial Management, Inc.7$2.76K<0.01%new13F-HRTimeline
HOWE & RUSLING INC6$2.36K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC6$2.18K<0.01%new13F-HRTimeline
Operose Advisors LLC5$1.97K<0.01%-30613F-HRTimeline
MCDONALD PARTNERS LLC4$1.58K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC4$1.58K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3$1.18K<0.01%-10013F-HRTimeline
GGM Financial LLC2$808<0.01%-1013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2$788<0.01%-613F-HRTimeline
Prestige Wealth Management Group LLC2$788<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2$788<0.01%13F-HRTimeline
Napier Financial, LLC2$788<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2$787<0.01%-10013F-HR/ATimelineGroup
Morton Brown Family Wealth, LLC1$394<0.01%013F-HRTimeline
Downshift Financial, LLC1$394<0.01%new13F-HRTimeline
Anchor Bay Capital, Inc.1$389<0.01%13F-HRTimeline
Raleigh Capital Management Inc.0$27<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.