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Disclosery

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
HAZLETT, BURT & WATSON, INC.24$7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC20$5.76K<0.01%013F-HRTimeline
Biltmore Family Office, LLC20$5.76K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…20$5.76K<0.01%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD19$5.47K<0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC17$4.89K<0.01%-1813F-HRTimeline
WealthTrak Capital Management LLC17$4.89K<0.01%13F-HRTimeline
Hopwood Financial Services, Inc.15$4.32K<0.01%13F-HRTimeline
CVA Family Office, LLC15$4.32K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC15$4.32K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC25$4.11K<0.01%+1513F-HRTimeline
Kessler Investment Group, LLC14$4.03K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC13$3.74K<0.01%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…12$3.45K<0.01%new13F-HRTimeline
Brooklyn Investment Group12$3.45K<0.01%new13F-HRTimeline
WFA Asset Management Corp12$3.45K<0.01%new13F-HRTimeline
Legend Financial Advisors, Inc.11$3.17K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC11$3.17K<0.01%013F-HR/ATimeline
MARYLAND CAPITAL ADVISORS INC.9$2.59K<0.01%013F-HRTimeline
REAP Financial Group, LLC9$2.59K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC9$2.59K<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$2.32K<0.01%new13F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.7$2.02K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners6$1.73K<0.01%-3213F-HRTimelineGroup
Signature Resources Capital Management,…6$1.73K<0.01%new13F-HRTimeline
Activest Wealth Management5$1.48K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.5$1.44K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…5$1.44K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC5$1.44K<0.01%new13F-HRTimeline
Provident Wealth Management, LLC4$1.15K<0.01%-12513F-HRTimeline
Operose Advisors LLC4$1.15K<0.01%013F-HRTimeline
Millstone Evans Group, LLC4$1.15K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.3$9280.08%-3,27413F-HRTimeline
Darwin Wealth Management, LLC2$578<0.01%013F-HR/ATimeline
Prestige Wealth Management Group LLC2$576<0.01%013F-HR/ATimeline
Van Hulzen Asset Management, LLC1$380<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC1$288<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC1$288<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$285<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC60$1730.01%013F-HR/ATimeline
Belvedere Trading LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co900$259M013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.