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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,630,750$1.05B0.1%+133,56013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,546,380$733M0.05%-10,18313F-HR/ATimelineGroup
BARINGS LLCin group BARINGS LLC1,544,050$444M10.55%+51,80013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,510,035$435M1.32%+2,07813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,110,385$320M-9,572Timeline
Cassaday & Co Wealth Management LLC891,217$257M7%+13,98913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN829,236$239M0.06%+103,58213F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp729,339$210M2.29%+681,48013F-HRTimeline
FMR LLCin group FMR LLC664,816$191M0.01%+381,26113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…661,839$190M0.13%+6,10213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC657,857$189M0.04%+2,01113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO554,097$159M0.01%+58,53813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC553,656$159M0.06%13F-HR/ATimelineGroup
Cohen Klingenstein LLC551,830$159M5.43%-3,86013F-HRTimeline
LPL Financial LLC535,490$154M0.06%+46,61713F-HRTimeline
UBS Group AGgroup of 2 filers holding507,058$146M+44,901Timeline
COMMONWEALTH EQUITY SERVICES, LLC498,369$143M0.21%-8,05613F-HRTimeline
D.A. DAVIDSON & CO.477,341$137M1.12%+6,64913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP469,737$135M0.02%+27,04613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp420,058$121M0.41%-8,76413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA361,297$104M0.02%+22,23413F-HRTimelineGroup
Cetera Investment Advisers280,790$80.8M0.17%+4,27713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\276,986$79.7M0.1%-201,83213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …276,821$79.7M0.07%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.267,607$77M0.16%-23,79713F-HRTimeline
ALLIANCEBERNSTEIN L.P.264,312$76.1M0.03%-176,62513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp248,354$71.5M0.01%+27,08413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK236,084$67.9M0.42%-7,34813F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC202,183$58.2M1.36%-64913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS201,075$57.9M0.04%-153,98913F-HRTimelineGroup
Cresset Asset Management, LLC195,195$56.2M0.27%-4,62813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…189,143$54.4M0.1%+4,25313F-HR/ATimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…181,819$52.3M0.01%+113,08413F-HRTimelineGroup
Creative Planningin group Creative Planning174,802$50.3M0.05%-5,24113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC169,718$48.8M0.06%+22,75313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO162,546$46.8M0.06%-12,59913F-HRTimelineGroup
AE Wealth Management LLC158,382$45.6M0.39%+26,92213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC156,375$45M0.2%-1,82813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…151,621$43.6M0.17%-1,07113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP140,037$40.3M0.06%+1,33413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP139,324$40.1M0.07%-8,03913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134,228$38.6M0.03%+2,40313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding132,673$38.2M+119,233Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC127,723$36.8M0.01%+20,14313F-HRTimelineGroup
Shepherd Financial Partners LLC126,103$36.3M4.34%+13313F-HRTimeline
Orion Porfolio Solutions, LLC114,106$32.8M0.33%-14,47713F-HRTimeline
Orion Portfolio Solutions, LLC114,106$32.8M0.33%-14,47713F-HRTimeline
CHOREO, LLC111,682$32.1M0.46%+90613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…105,434$30.3M0.18%013F-HRTimeline
MAI Capital Management102,207$29.4M0.22%+3,50713F-HRTimeline
Pacific Life Fund Advisors LLC101,144$29.1M3.02%-51,05713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…100,097$28.8M0.4%-2,23813F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC92,620$26.7M0.18%-4,95913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp89,518$25.8M3.62%+2,76413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC87,114$25.1M0.35%-1,95913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.84,346$24.3M0.42%+27,26713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/82,099$23.6M0.01%+15713F-HRTimelineGroup
COMERICA BANK81,927$23.6M0.1%+3,63213F-HR/ATimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…81,000$23.3M0.05%013F-HRTimeline
Arax Advisory Partners80,887$23.3M1.47%+2,45513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding79,513$22.9M-2,209Timeline
Waldron Private Wealth LLC78,475$22.6M0.91%-1,63913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP74,754$21.5M0.02%+2,67413F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.72,244$20.8M0.08%+57,49213F-HRTimeline
HighTower Advisors, LLC72,011$20.7M0.03%+4,84113F-HRTimeline
MML INVESTORS SERVICES, LLC71,918$20.7M0.07%+4,54613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding70,268$20.2M-431Timeline
Fiera Capital Corpin group Fiera Capital Corp69,712$20.1M0.06%+62,16713F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.68,219$19.6M11.84%-1,80913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC66,904$19.3M0.02%-56,71913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC65,553$18.9M0.03%+4,17713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC65,385$18.8M0.04%-70013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,198$18.8M0.04%+7,25213F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS64,766$18.6M0.05%-1,02413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC63,760$18.4M0.03%-19,25113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP63,658$18.3M0.02%+6,65313F-HRTimelineGroup
AMG National Trust Bank62,171$17.9M0.49%-2,54513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,917$17.8M0.05%+2,21413F-HRTimelineGroup
Geller Advisors LLC59,334$17.1M1.12%+21413F-HRTimeline
Covenant Partners, LLC54,032$15.6M4.79%-2,97313F-HRTimeline
Steward Partners Investment Advisory, L…52,766$15.2M0.13%+16,83013F-HRTimeline
Confluence Wealth Services, Inc.48,438$14.7M0.95%+5,61113F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC50,790$14.6M0.25%+20,45513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.50,351$14.5M0.03%+8713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC50,229$14.5M0.01%-130,02213F-HR/ATimelineGroup
Flaharty Asset Management, LLC49,815$14.3M2.09%-1,79913F-HRTimeline
First Horizon Advisors, Inc.48,729$14M0.39%+1,01013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO46,994$13.5M0.09%+45,01113F-HRTimeline
Powell Investment Advisors, LLC46,963$13.5M6.26%+95413F-HRTimeline
AXIOM INVESTORS LLC /DE46,800$13.5M0.1%-3,20013F-HRTimeline
RTD Financial Advisors, Inc.45,419$13.1M1.68%-45913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,300$13M0.03%+24,20013F-HRTimelineGroup
LMG Wealth Partners, LLC44,928$12.9M2.82%-213F-HRTimeline
COURIER CAPITAL LLC44,728$12.9M0.89%+9713F-HRTimeline
Wealthspire Advisors, LLC44,125$12.7M0.13%+1,88813F-HRTimeline
CW Advisors, LLC43,083$12.4M0.17%+24,69213F-HRTimeline
Venture Visionary Partners LLC43,041$12.4M0.53%+1,87813F-HR/ATimeline
SYNOVUS FINANCIAL CORP42,777$12.3M0.16%-19013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV42,563$12.3M4%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,150$12.1M0.02%+24,84413F-HRTimelineGroup
SMI Advisory Services, LLC40,841$11.6M2.68%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.39,938$11.5M<0.01%-18,59913F-HRTimelineGroup
NorthCoast Asset Management LLC39,725$11.4M0.06%+1,32213F-HR/ATimeline
Thoma Capital Management LLC39,688$11.4M7.82%13F-HRTimeline
BLAIR WILLIAM & CO/IL38,271$11M0.03%-68913F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP38,165$11M0.05%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.37,768$10.9M2.19%+84013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC37,705$10.9M5.16%-36013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC37,705$10.9M0.27%+90613F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD37,682$10.8M0.01%+12,73613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36,144$10.4M0.03%+3,37113F-HRTimelineGroup
Erickson Financial Group, LLC35,201$10.1M7.21%-513F-HRTimeline
Franklin Resourcesgroup of 2 filers holding34,771$10M-54,160Timeline
FSA Wealth Management LLC34,708$9.99M4.06%-37913F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC33,512$9.65M0.02%-9,30213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC32,776$9.43M0.01%+1,81313F-HRTimelineGroup
NewEdge Advisors, LLC32,604$9.38M0.06%+1,08413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC30,892$8.89M0.09%+2,34413F-HRTimeline
Fortis Group Advisors, LLC30,074$8.66M1.61%-69513F-HRTimeline
TimesSquare Capital Management, LLC30,000$8.63M0.13%-16,50013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,845$8.59M0.02%+1,66313F-HRTimeline
Clark Capital Management Group, Inc.29,828$8.59M0.06%+1,00713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding29,471$8.48M+14,075Timeline
NBW CAPITAL LLC28,805$8.29M1.54%-67413F-HRTimeline
Corundum Group, Inc.28,690$8.26M3.08%-1,00113F-HRTimeline
Black Swift Group, LLC28,684$8.26M1.75%-3313F-HRTimeline
One Capital Management, LLC28,395$8.17M0.27%-2,27013F-HRTimeline
XML Financial, LLC28,232$8.13M0.75%+7,94513F-HRTimeline
Quent Capital, LLC27,656$7.96M0.82%-7,47313F-HRTimeline
Avidian Wealth Enterprises, LLC27,642$7.96M0.36%-81513F-HRTimeline
Modera Wealth Management, LLC27,530$7.92M0.1%+113F-HRTimeline
Waverly Advisors, LLC26,673$7.68M0.12%+14,17813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,277$7.65M0.01%-1,15113F-HRTimelineGroup
EP Wealth Advisors, LLC26,257$7.56M0.06%+513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.25,840$7.44M4.43%-32913F-HR/ATimeline
Oldfather Financial Services, LLC25,674$7.39M2.82%+9213F-HRTimeline
Sequent Asset Management, LLC25,631$7.38M3.63%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC25,528$7.35M1.44%-1,16613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,000$7.2M0.06%-82813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA24,907$7.17M0.04%+1,46813F-HRTimelineGroup
Kera Capital Partners, Inc.24,250$6.98M2.01%13F-HRTimeline
WHITTIER TRUST CO24,216$6.97M0.09%+13613F-HRTimeline
Cambridge Investment Research Advisors,…23,783$6.84M0.02%+2,17813F-HRTimeline
BOKF, NAin group BOKF, NA24,025$6.84M0.12%-29413F-HRTimelineGroup
360 Financial, Inc.23,769$6.84M2.49%+30513F-HRTimeline
Mechanics Bank Trust Department23,698$6.82M0.91%-61513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,589$6.79M0.04%+9,08213F-HRTimeline
Sanctuary Advisors, LLC22,443$6.73M0.04%-67713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,227$6.69M0.61%-6413F-HRTimelineGroup
Team Hewins, LLC23,003$6.62M2.59%-10813F-HR/ATimeline
HB Wealth Management, LLC22,970$6.61M0.07%+2,51413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,482$6.47M0.09%-1213F-HRTimelineGroup
Nicholas Investment Partners, LP22,291$6.42M0.56%+1,51713F-HRTimeline
LWM ADVISORS INC22,071$6.35M6.38%13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC21,784$6.27M4.78%+16,16913F-HRTimeline
IEQ CAPITAL, LLC21,341$6.14M0.06%+15,57113F-HRTimeline
Foundations Investment Advisors, LLC20,956$6.03M0.12%+19,53713F-HRTimeline
Janney Montgomery Scott LLC20,836$6M0.02%-56013F-HRTimeline
Summit Financial, LLC20,466$5.89M0.21%+99613F-HRTimeline
Occidental Asset Management, LLC20,308$5.84M0.91%-56813F-HRTimeline
Noble Family Wealth, LLC20,254$5.84M1.61%013F-HRTimeline
Redhawk Wealth Advisors, Inc.20,126$5.79M0.78%new13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…19,887$5.72M0.48%-113F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC19,747$5.68M2.48%-36,64413F-HRTimeline
Bishop & Co Investment Management, LLC19,723$5.68M2.17%-4213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,274$5.55M0.52%-20713F-HRTimeline
InvesTrust18,606$5.36M1.49%13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC18,531$5.35M0.86%new13F-HRTimelineGroup
BAILARD, INC.18,427$5.3M0.14%013F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC18,410$5.3M0.03%+18,12613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,131$5.22M0.11%+67713F-HRTimeline
Rodgers & Associates, LTD17,939$5.16M0.62%-7613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,481$5.03M0.16%013F-HRTimelineGroup
Avantax Planning Partners, Inc.17,121$4.93M0.18%+1,86213F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.16,968$4.88M1.05%+1,96813F-HRTimeline
PINNACLE ASSOCIATES LTD16,895$4.86M0.07%+16913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,658$4.79M0.01%-313F-HRTimelineGroup
Foundation Wealth Management, LLC16,660$4.79M3.72%-82013F-HRTimeline
CWM, LLCin group CWM, LLC16,460$4.74M0.02%+9013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC16,321$4.7M0.32%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,231$4.67M0.06%-7013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding16,143$4.65M-24Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding16,035$4.62M-432Timeline
Idaho Trust Co15,657$4.51M2.27%-4,42713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,526$4.5M0.01%+7,22213F-HRTimelineGroup
Crescent Grove Advisors, LLC15,329$4.41M0.44%-96113F-HRTimeline
Larson Financial Group LLC15,318$4.41M0.23%-17213F-HRTimeline
LOWERY THOMAS, LLC15,219$4.38M2.86%-8913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,162$4.36M0.09%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,068$4.34M0.05%+2,89713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,901$4.29M0.04%+53913F-HRTimelineGroup
Carbahal Olsen Financial Services Group…14,744$4.24M3.91%13F-HRTimeline
Welch & Forbes LLC14,606$4.2M0.05%-39513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…14,597$4.2M0.01%+3,15613F-HR/ATimeline
DT Investment Partners, LLC14,485$4.17M0.35%-2,08013F-HRTimeline
Finley Financial, LLC14,095$4.12M2.15%13F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC14,163$4.08M0.22%+11,84713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,998$4.03M0.04%+3,25913F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO13,786$3.97M0.14%-8313F-HRTimeline
Atria Investments, Inc13,732$3.95M0.05%+10,90813F-HRTimeline