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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,054 managers (1,065 13F filers) reported a position in IWO shares at 2025-12-31, 31,735,559 shares in all. 79 filers opened a position and 50 filers sold out during the quarter.

Managers
1,054
13F filers
1,065
New
79
Added
327
Reduced
291
Sold out
50
Shares held by filers
31,735,559

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LRI Investments, LLC34$11K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC33$10.7K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.33$10.7K<0.01%013F-HRTimeline
Glassman Wealth Services33$10.7K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.33$10.7K<0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd33$10.7K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group33$10.7K0.01%013F-HRTimeline
HOWE & RUSLING INC30$9.69K<0.01%-9513F-HRTimeline
Missouri Trust & Investment Co30$9.69K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$9.69K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.29$9.37K0.01%new13F-HRTimeline
Sound Income Strategies, LLC26$9.14K<0.01%013F-HRTimeline
Park Square Financial Group, LLC30$8.63K0.05%+313F-HRTimeline
KERR FINANCIAL PLANNING Corp26$8.53K0.01%013F-HR/ATimeline
Delos Wealth Advisors, LLC26$8.4K0.01%-513F-HRTimeline
Twin Lakes Capital Management, LLC26$8.4K<0.01%013F-HRTimeline
Richardson Capital Management LLC25$8.07K<0.01%013F-HRTimeline
Essential Investment Partners LLC25$8.07K0.01%13F-HRTimeline
Park Place Capital Corp23$7.43K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC22$7.11K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$6.78K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC20$6.46K<0.01%013F-HRTimeline
Biltmore Family Office, LLC20$6.46K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC20$6.46K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.19$6.14K0.01%13F-HRTimeline
Turning Point Benefit Group, Inc.17$5.49K<0.01%013F-HRTimeline
GODSEY & GIBB, INC16$5.17K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC16$5.17K<0.01%013F-HRTimeline
Motiv8 Investments LLC16$5K<0.01%new13F-HRTimeline
CVA Family Office, LLC15$4.84K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC14$4.52K<0.01%-8213F-HRTimeline
Medallion Wealth Advisors, LLC14$4.52K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.13$4.2K<0.01%013F-HRTimeline
Planning Project LLC12$3.95K<0.01%13F-HRTimeline
Key Capital Management, INC12$3.88K<0.01%13F-HRTimeline
Go Invest LLC12$3.78K<0.01%13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC11$3.55K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC10$3.23K<0.01%013F-HRTimeline
New Republic Capital, LLC10$3.23K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA9$2.91K<0.01%013F-HRTimeline
Rossby Financial, LCC9$2.91K<0.01%013F-HRTimeline
NFSG Corp8$2.68K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$2.61K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC8$2.58K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6$1.94K<0.01%-213F-HRTimeline
Garton & Associates Financial Advisors …6$1.94K<0.01%13F-HRTimeline
Millstone Evans Group, LLC4$1.29K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2$647<0.01%013F-HRTimeline
RHL GROUP, LLC2$646<0.01%13F-HRTimeline
WINNACLE WEALTH LLC1$324<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC1$323<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC1$166<0.01%new13F-HRTimeline
Kozak & Associates, Inc.0$55<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Raleigh Capital Management Inc.0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.