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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

953 managers (963 13F filers) reported a position in IWO shares at 2025-03-31, 31,310,659 shares in all. 41 filers opened a position and 129 filers sold out during the quarter.

Managers
953
13F filers
963
New
41
Added
245
Reduced
376
Sold out
129
Shares held by filers
31,310,659

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/3,849,075$984M0.09%+218,32513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,619,446$669M0.05%+73,06613F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC1,623,850$418M10.44%+79,80013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,503,469$384M1.2%-6,56613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,097,697$280M-12,688Timeline
Cassaday & Co Wealth Management LLC888,250$227M6.38%-2,96713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN775,965$198M0.05%-53,27113F-HRTimelineGroup
FMR LLCin group FMR LLC690,803$177M0.01%+25,98713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…647,563$165M0.09%-14,27613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO567,268$145M0.01%+13,17113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC546,020$140M0.03%-111,83713F-HR/ATimelineGroup
Cohen Klingenstein LLC544,607$139M5.04%-7,22313F-HRTimeline
UBS Group AGgroup of 2 filers holding543,925$139M+36,867Timeline
LPL Financial LLC520,805$133M0.05%-14,68513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC512,820$131M0.19%+14,45113F-HRTimeline
D.A. DAVIDSON & CO.494,554$126M1.01%+17,21313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC482,086$123M0.05%-71,57013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP449,683$115M0.02%-20,05413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP397,180$101M0.17%+257,85613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp392,561$100M0.37%-27,49713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA377,626$96.5M0.02%+16,32913F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\278,904$71.3M0.1%+1,91813F-HRTimelineGroup
Cetera Investment Advisers274,927$70.3M0.14%-5,86313F-HRTimeline
Financial Engines Advisors L.L.C.272,735$69.7M0.15%+5,12813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp266,749$68.2M0.01%+18,39513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.257,644$65.8M0.02%-6,66813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS249,244$63.7M0.05%+48,16913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK232,064$59.3M0.38%-4,02013F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC208,771$53.3M1.29%+6,58813F-HRTimeline
Cresset Asset Management, LLC185,380$47.4M0.24%-9,81513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…180,809$46.2M0.09%-8,33413F-HRTimeline
AE Wealth Management LLC180,183$46M0.39%+21,80113F-HRTimeline
Creative Planningin group Creative Planning178,732$45.7M0.04%+3,93013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…176,904$45.2M0.07%+134,75413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO167,661$42.8M0.06%+5,11513F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…154,205$39.4M0.16%+2,58413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC146,483$37.4M0.16%-9,89213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP134,676$34.4M0.06%-5,36113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…130,723$33.4M0.03%-3,50513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC123,872$31.4M0.01%-3,85113F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…118,323$30.2M0.01%-63,49613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC117,482$30M0.04%-52,23613F-HRTimelineGroup
Orion Porfolio Solutions, LLC112,309$28.7M0.28%-1,79713F-HRTimeline
Orion Portfolio Solutions, LLC112,309$28.7M0.28%-1,79713F-HR/ATimeline
CHOREO, LLC111,823$28.6M0.44%+14113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…105,284$26.9M0.17%-15013F-HRTimeline
MAI Capital Management101,288$25.9M0.2%-91913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…100,989$25.8M0.06%+39,07213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…100,146$25.6M0.38%+4913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp98,147$25.1M0.09%+28,43513F-HRTimelineGroup
Pacific Life Fund Advisors LLC98,107$25.1M2.81%-3,03713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC92,468$23.6M0.17%-15213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp90,425$23.1M3.24%+90713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC84,637$21.6M0.3%-2,47713F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.82,377$21M0.08%+10,13313F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…81,000$20.7M0.05%013F-HRTimeline
COMERICA BANK80,960$20.7M0.09%-96713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.79,721$20.4M0.36%-4,62513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kestra Advisory Services, LLCgroup of 3 filers holding78,883$20.2M-630Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/77,462$19.8M0.01%-4,63713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP76,729$19.8M0.02%+13,07113F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,083$19.7M0.02%+2,32913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding74,310$19M-58,363Timeline
HighTower Advisors, LLC70,921$18.1M0.02%-1,09013F-HRTimeline
MML INVESTORS SERVICES, LLC70,781$18.1M0.06%-1,13713F-HRTimeline
Waldron Private Wealth LLC70,383$18M0.85%-8,09213F-HRTimeline
VAUGHAN & Co SECURITIES, INC.69,671$17.8M11.02%+1,45213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding69,090$17.7M-1,178Timeline
Cerity Partners LLCin group Cerity Partners LLC64,911$16.6M0.03%-47413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC64,259$16.4M0.03%-1,29413F-HRTimelineGroup
AMG National Trust Bank60,968$15.6M0.44%-1,20313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,584$15.5M0.04%-4,18213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV59,576$15.2M5.23%+17,01313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,214$15.1M0.01%+58,70513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,352$14.7M0.03%-7,84613F-HRTimelineGroup
First Horizon Advisors, Inc.51,760$13.2M0.37%+3,03113F-HRTimeline
Powell Investment Advisors, LLC50,550$12.9M6.34%+3,58713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC49,395$12.6M0.04%+15,88313F-HRTimeline
Wealthspire Advisors, LLC49,239$12.6M0.08%+5,11413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,009$12.5M0.01%-17,89513F-HRTimelineGroup
Confluence Wealth Services, Inc.50,088$12.3M0.78%+1,65013F-HRTimeline
Shepherd Financial Partners LLC48,122$12.3M1.44%-77,98113F-HRTimeline
Flaharty Asset Management, LLC45,643$11.7M1.68%-4,17213F-HRTimeline
COURIER CAPITAL LLC45,338$11.6M0.76%+61013F-HRTimeline
RTD Financial Advisors, Inc.45,108$11.5M1.55%-31113F-HRTimeline
LMG Wealth Partners, LLC44,811$11.5M2.55%-11713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,542$11.4M0.02%-5,80913F-HRTimelineGroup
Venture Visionary Partners LLC43,155$11M0.46%+11413F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC42,701$10.9M0.2%-8,08913F-HRTimeline
Waverly Advisors, LLC41,599$10.6M0.13%+14,92613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC40,105$10.2M5.07%+2,40013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.40,018$10.2M<0.01%+8013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP39,716$10.1M0.13%-3,06113F-HRTimeline
Franklin Resourcesgroup of 2 filers holding38,390$9.81M+3,619Timeline
WHITTIER TRUST CO OF NEVADA INC38,242$9.77M0.25%+53713F-HRTimeline
BLAIR WILLIAM & CO/IL38,145$9.75M0.03%-12613F-HRTimeline
NorthCoast Asset Management LLC37,974$9.7M0.05%-1,75113F-HR/ATimeline
TOBIAS FINANCIAL ADVISORS, INC.37,684$9.63M1.87%-8413F-HRTimeline
Thoma Capital Management LLC37,227$9.51M6.65%-2,46113F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…35,966$9.19M1.02%new13F-HRTimelineGroup
Summit Financial, LLC35,599$9.1M0.25%+15,13313F-HRTimeline
Steward Partners Investment Advisory, L…35,165$8.99M0.08%-17,60113F-HRTimeline
Erickson Financial Group, LLC35,131$8.98M6.7%-7013F-HRTimeline
FSA Wealth Management LLC35,044$8.95M3.8%+33613F-HRTimeline
Venturi Wealth Management, LLC34,454$8.8M0.46%+33,87713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC33,567$8.58M0.01%+79113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC33,205$8.48M<0.01%-17,02413F-HR/ATimelineGroup
Avantax Planning Partners, Inc.32,887$8.4M0.3%+15,76613F-HRTimeline
Fund Evaluation Group, LLC32,658$8.35M0.36%new13F-HRTimeline
NewEdge Advisors, LLC30,574$7.81M0.05%-2,03013F-HRTimeline
Covenant Partners, LLC30,446$7.78M2.52%-23,58613F-HRTimeline
Kopp Family Office, LLC30,115$7.7M5.32%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,107$7.69M0.02%+26213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD30,067$7.68M0.01%-7,61513F-HR/ATimelineGroup
Fortis Group Advisors, LLC29,270$7.48M1.45%-80413F-HRTimeline
Corundum Group, Inc.28,690$7.33M3.52%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC28,588$7.31M0.07%-2,30413F-HRTimeline
AXIOM INVESTORS LLC /DE28,500$7.28M0.07%-18,30013F-HR/ATimeline
One Capital Management, LLC28,349$7.24M0.24%-4613F-HRTimeline
Quent Capital, LLC28,155$7.19M0.75%+49913F-HRTimeline
Avidian Wealth Enterprises, LLC27,229$6.96M0.31%-41313F-HRTimeline
Modera Wealth Management, LLC26,919$6.88M0.09%-61113F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…26,898$6.87M0.55%+7,01113F-HRTimelineGroup
XML Financial, LLC26,179$6.69M0.62%-2,05313F-HRTimeline
Team Hewins, LLC25,907$6.62M2.57%+2,90413F-HR/ATimeline
LBJ Family Wealth Advisors, Ltd.25,856$6.61M4.22%+1613F-HRTimeline
Oldfather Financial Services, LLC25,803$6.59M2.5%+12913F-HRTimeline
Sequent Asset Management, LLC25,631$6.55M3.65%013F-HRTimeline
EP Wealth Advisors, LLC25,500$6.52M0.05%-75713F-HRTimeline
Clark Capital Management Group, Inc.25,122$6.42M0.05%-4,70613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC24,976$6.38M0.01%-38,78413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC24,691$6.31M0.05%-30913F-HR/ATimelineGroup
360 Financial, Inc.24,675$6.31M2.3%+90613F-HRTimeline
WHITTIER TRUST CO24,253$6.2M0.09%+3713F-HRTimeline
CW Advisors, LLC24,005$6.15M0.07%-19,07813F-HRTimeline
BOKF, NAin group BOKF, NA23,814$6.09M0.11%-21113F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC23,667$6.05M1.3%-1,86113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,400$5.98M0.03%-1,50713F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,258$5.94M0.57%+3113F-HRTimelineGroup
Mechanics Bank Trust Department23,204$5.93M0.81%-49413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,127$5.86M0.01%-15013F-HRTimelineGroup
Sanctuary Advisors, LLC22,906$5.85M0.04%+46313F-HRTimeline
LWM ADVISORS INC22,150$5.8M5.96%+7913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,444$5.74M0.08%-3813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,360$5.71M0.01%+5,70213F-HRTimelineGroup
NBW CAPITAL LLC22,325$5.7M1.26%-6,48013F-HRTimeline
GTS SECURITIES LLC21,942$5.61M0.24%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC21,298$5.44M4.21%-48613F-HRTimeline
IEQ CAPITAL, LLC21,012$5.37M0.04%-32913F-HRTimeline
HB Wealth Management, LLC20,692$5.29M0.04%-2,27813F-HRTimeline
MMA ASSET MANAGEMENT LLC20,665$5.28M2.22%+91813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…20,464$5.23M0.01%+5,86713F-HRTimeline
Occidental Asset Management, LLC20,254$5.18M0.78%-5413F-HRTimeline
Noble Family Wealth, LLC20,188$5.16M1.42%-6613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,804$5.06M0.49%+53013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,110$4.88M0.03%-4,47913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding19,056$4.87M-10,415Timeline
InvesTrust18,610$4.76M1.3%+413F-HRTimeline
BAILARD, INC.18,463$4.72M0.12%+3613F-HRTimeline
Cambridge Investment Research Advisors,…18,323$4.68M0.02%-5,46013F-HRTimeline
Rodgers & Associates, LTD18,041$4.61M0.56%+10213F-HRTimeline
Janney Montgomery Scott LLC17,987$4.6M0.01%-2,84913F-HRTimeline
Geneos Wealth Management Inc.17,634$4.51M0.07%+9,42113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,481$4.47M0.14%013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding16,235$4.38M+200Timeline
Bishop & Co Investment Management, LLC17,002$4.34M1.68%-2,72113F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.16,968$4.34M1.12%013F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO16,855$4.31M0.11%+14,85013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,735$4.28M0.09%-1,39613F-HRTimeline
Foundation Wealth Management, LLC16,403$4.19M3.28%-25713F-HRTimeline
CWM, LLCin group CWM, LLC16,399$4.19M0.02%-6113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,362$4.18M0.04%+1,46113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,142$4.12M0.06%-8913F-HRTimelineGroup
Idaho Trust Co15,902$4.06M1.66%+24513F-HRTimeline
LOWERY THOMAS, LLC15,851$4.05M2.77%+63213F-HRTimeline
Nicholas Investment Partners, LP15,802$4.04M0.42%-6,48913F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,225$3.89M0.14%-1,09613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding15,185$3.88M-958Timeline
Carbahal Olsen Financial Services Group…14,768$3.77M3.58%+2413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC14,657$3.75M0.01%new13F-HR/ATimelineGroup
Welch & Forbes LLC14,603$3.73M0.05%-313F-HRTimeline
Larson Financial Group LLC14,546$3.72M0.18%-77213F-HRTimeline
DT Investment Partners, LLC14,485$3.7M0.36%013F-HRTimeline
Crescent Grove Advisors, LLC14,429$3.69M0.38%-90013F-HRTimeline
STOCK YARDS BANK & TRUST CO14,179$3.62M0.13%+39313F-HRTimeline
Finley Financial, LLC14,195$3.62M2.02%+10013F-HRTimeline
HRT FINANCIAL LP13,933$3.56M0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,690$3.5M0.08%+26513F-HRTimelineGroup
Connective Capital Management, LLC13,453$3.44M3.17%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC13,381$3.42M0.05%+2,31213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,298$3.4M0.03%-21313F-HRTimelineGroup
Prospera Financial Services Inc13,283$3.39M0.08%+24813F-HRTimeline
Montecito Bank & Trust13,182$3.37M0.6%013F-HRTimeline
PINNACLE ASSOCIATES LTD13,089$3.34M0.05%-3,80613F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,955$3.31M0.03%new13F-HRTimeline
Parkside Financial Bank & Trust12,915$3.3M0.42%+13613F-HRTimeline
FINANCIAL COUNSELORS INC12,708$3.25M0.05%-35913F-HRTimeline
Advisory Services Network, LLC12,575$3.21M0.06%-19113F-HRTimeline
RPg Family Wealth Advisory, LLC12,391$3.17M0.9%+5213F-HRTimeline
STEVENS CAPITAL PARTNERS12,376$3.16M1.49%+2,31613F-HRTimeline