Skip to content
Disclosery

IWO ISHARES TR

Follow

RUS 2000 GRW ETF (fund)

954 managers (964 13F filers) reported a position in IWO shares at 2025-06-30, 30,588,354 shares in all. 72 filers opened a position and 68 filers sold out during the quarter.

Managers
954
13F filers
964
New
72
Added
236
Reduced
372
Sold out
68
Shares held by filers
30,588,354

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,933,648$1.12B0.09%+84,57313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,651,188$758M0.05%+31,74213F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC1,670,950$476M11.12%+47,10013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,375,677$393M1.02%-127,79213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,069,036$306M-28,661Timeline
Cassaday & Co Wealth Management LLC901,004$258M6.45%+12,75413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN747,241$214M0.05%-28,72413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…607,024$174M0.11%-40,53913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO562,887$161M0.01%-4,38113F-HRTimelineGroup
FMR LLCin group FMR LLC544,931$156M0.01%-145,87213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC543,999$156M0.03%-2,02113F-HRTimelineGroup
Cohen Klingenstein LLC532,388$152M5.08%-12,21913F-HRTimeline
LPL Financial LLC525,482$150M0.05%+4,67713F-HRTimeline
D.A. DAVIDSON & CO.512,122$146M1.03%+17,56813F-HRTimeline
UBS Group AGin group UBS Group AG493,986$141M0.03%-49,93913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC487,785$139M0.18%-25,03513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP433,867$124M0.02%-15,81613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC368,870$105M0.04%-113,21613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp366,505$105M0.36%-26,05613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA335,394$95.9M0.02%-42,23213F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP296,866$84.9M<0.01%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.286,203$81.8M0.16%+13,46813F-HRTimeline
Cetera Investment Advisers259,602$74.2M0.13%-15,32513F-HRTimeline
ALLIANCEBERNSTEIN L.P.252,181$72.1M0.02%-5,46313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS245,447$70.2M0.05%-3,79713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp243,253$69.5M0.01%-23,49613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK239,083$68.3M0.4%+7,01913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP232,004$66.3M0.09%-165,17613F-HR/ATimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …217,719$62.2M0.06%new13F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC214,442$61.3M1.36%+5,67113F-HRTimeline
AE Wealth Management LLC189,933$54.3M0.4%+9,75013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…186,641$53.4M0.01%+68,31813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…181,980$53.1M0.09%+1,17113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO182,224$52.1M0.06%+14,56313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC179,698$51.4M0.07%+62,21613F-HRTimelineGroup
Creative Planningin group Creative Planning176,494$50.5M0.04%-2,23813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\162,637$46.5M0.06%-116,26713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…152,868$43.7M0.16%-1,33713F-HRTimelineGroup
Cresset Asset Management, LLC135,873$38.8M0.19%-49,50713F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC133,735$38.2M0.15%-12,74813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP130,999$37.4M0.05%-3,67713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC129,750$37M0.01%+5,87813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…128,158$36.6M0.03%-2,56513F-HRTimelineGroup
CHOREO, LLC114,836$32.8M0.46%+3,01313F-HRTimeline
Orion Porfolio Solutions, LLC112,321$32.1M0.27%+1213F-HR/ATimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…105,284$30.1M0.17%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,475$29.7M0.07%-3,51413F-HR/ATimelineGroup
MAI Capital Management101,692$29.1M0.2%+40413F-HRTimeline
Yarbrough Capital, LLC96,015$27.4M0.98%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP93,449$26.6M0.02%+16,72013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP91,400$26.1M0.05%+86,20013F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp90,725$25.9M3.37%+30013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC89,397$25.6M0.17%-3,07113F-HRTimeline
TimesSquare Capital Management, LLC85,000$24.3M0.35%new13F-HRTimeline
COMERICA BANK82,420$23.6M0.09%+1,46013F-HRTimeline
Pacific Life Fund Advisors LLC81,647$23.3M2.5%-16,46013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…81,000$23.2M0.05%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC80,669$23.1M0.27%-3,96813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.79,377$22.7M0.37%-34413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPTRUST FINANCIAL ADVISORS76,662$21.9M0.05%+16,07813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding76,585$21.9M-2,298Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75,658$21.6M0.01%-1,80413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding74,785$21.4M+475Timeline
VAUGHAN & Co SECURITIES, INC.72,338$20.7M11.86%+2,66713F-HRTimeline
HighTower Advisors, LLC69,792$20M0.02%-1,12913F-HRTimeline
MML INVESTORS SERVICES, LLC69,735$19.9M0.06%-1,04613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,157$19.8M0.02%-7,92613F-HRTimelineGroup
Waldron Private Wealth LLC68,351$19.5M0.85%-2,03213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding67,419$19.3M-1,671Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,703$18.5M0.03%+7,35113F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC64,430$18.4M0.03%-48113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC62,752$17.9M0.03%-1,50713F-HRTimelineGroup
Powell Investment Advisors, LLC61,860$17.7M6.63%+11,31013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV61,782$17.7M5.42%+2,20613F-HRTimeline
AMG National Trust Bank56,327$16.1M0.42%-4,64113F-HRTimeline
Avantax Planning Partners, Inc.55,291$15.8M0.5%+22,40413F-HRTimeline
Franklin Resourcesgroup of 2 filers holding55,238$15.8M+16,848Timeline
CITIGROUP INCin group CITIGROUP INC54,104$15.5M0.01%+5,09513F-HRTimelineGroup
Confluence Wealth Services, Inc.53,527$15.3M0.83%+3,43913F-HRTimeline
First Horizon Advisors, Inc.50,204$14.4M0.37%-1,55613F-HRTimeline
Flaharty Asset Management, LLC48,313$13.8M1.89%+2,67013F-HR/ATimeline
Wealthspire Advisors, LLC48,040$13.7M0.08%-1,19913F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC46,481$13.3M0.04%-2,91413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,364$13.3M0.02%+1,82213F-HRTimelineGroup
COURIER CAPITAL LLC46,092$13.2M0.8%+75413F-HRTimeline
RTD Financial Advisors, Inc.44,920$12.8M1.64%-18813F-HRTimeline
LMG Wealth Partners, LLC44,672$12.8M2.62%-13913F-HRTimeline
Jain Global LLC44,453$12.7M0.2%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.44,176$12.6M<0.01%+4,15813F-HRTimelineGroup
Steward Partners Investment Advisory, L…44,079$12.6M0.1%+8,91413F-HRTimeline
Shepherd Financial Partners LLC43,889$12.5M1.33%-4,23313F-HRTimeline
TUDOR INVESTMENT CORP ET AL41,350$11.8M0.09%+28,39513F-HRTimeline
NorthCoast Asset Management LLC38,951$11.1M0.05%+97713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC38,890$11.1M5.23%-1,21513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.38,853$11.1M1.9%+1,16913F-HRTimeline
BLAIR WILLIAM & CO/IL38,583$11M0.03%+43813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC38,487$11M0.25%+24513F-HRTimeline
SYNOVUS FINANCIAL CORP38,385$11M0.13%-1,33113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC38,376$11M<0.01%+5,17113F-HR/ATimelineGroup
Waverly Advisors, LLC37,944$10.8M0.12%-3,65513F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.37,470$10.7M0.04%-44,90713F-HRTimeline
Summit Financial, LLC37,303$10.7M0.24%+1,70413F-HRTimeline
FSA Wealth Management LLC36,439$10.4M4.06%+1,39513F-HRTimeline
Thoma Capital Management LLC35,346$10.1M6.43%-1,88113F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…33,835$9.67M0.7%+6,93713F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC33,830$9.67M0.16%-8,87113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC32,832$9.38M0.01%-73513F-HRTimelineGroup
Quent Capital, LLC32,807$9.38M0.9%+4,65213F-HRTimeline
Fund Evaluation Group, LLC32,658$9.34M0.36%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,546$9.3M0.01%-144,35813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…29,992$8.57M0.12%-70,15413F-HRTimelineGroup
NewEdge Advisors, LLC29,911$8.55M0.04%-66313F-HRTimeline
Covenant Partners, LLC29,669$8.48M2.53%-77713F-HRTimeline
Corundum Group, Inc.29,050$8.3M3.67%+36013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,566$8.17M0.02%-1,54113F-HRTimeline
Team Hewins, LLC27,910$7.98M2.88%+2,00313F-HRTimeline
Sanctuary Advisors, LLC27,002$7.72M0.05%+4,09613F-HRTimeline
Modera Wealth Management, LLC26,900$7.69M0.1%-1913F-HRTimeline
One Capital Management, LLC26,746$7.65M0.26%-1,60313F-HRTimeline
Avidian Wealth Enterprises, LLC26,683$7.63M0.31%-54613F-HRTimeline
Erickson Financial Group, LLC26,599$7.6M5.14%-8,53213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,455$7.56M0.01%+32813F-HRTimelineGroup
Oldfather Financial Services, LLC26,341$7.53M2.59%+53813F-HRTimeline
LBJ Family Wealth Advisors, Ltd.25,864$7.39M4.3%+813F-HRTimeline
EP Wealth Advisors, LLC25,702$7.35M0.05%+20213F-HRTimeline
Sequent Asset Management, LLC25,631$7.33M5.85%013F-HRTimeline
360 Financial, Inc.25,540$7.3M2.32%+86513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC24,921$7.12M0.06%-3,66713F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD24,897$7.12M0.01%-5,17013F-HRTimelineGroup
GTS SECURITIES LLC24,586$7.02M0.31%+2,64413F-HRTimeline
WHITTIER TRUST CO23,798$6.8M0.08%-45513F-HRTimeline
BOKF, NAin group BOKF, NA23,565$6.74M0.11%-24913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC23,156$6.62M0.05%-1,53513F-HR/ATimelineGroup
Glenmede Investment Management, LP22,629$6.47M0.03%13F-HRTimeline
NBW CAPITAL LLC21,882$6.26M1.35%-44313F-HRTimeline
LWM ADVISORS INC21,860$6.25M6.01%-29013F-HRTimeline
HB Wealth Management, LLC21,525$6.15M0.05%+83313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,500$6.15M0.08%-94413F-HRTimelineGroup
IEQ CAPITAL, LLC21,128$6.04M0.04%+11613F-HRTimeline
Noble Family Wealth, LLC20,968$5.99M1.46%+78013F-HRTimeline
CW Advisors, LLC20,700$5.92M0.06%-3,30513F-HRTimeline
XML Financial, LLC20,555$5.88M0.51%-5,62413F-HRTimeline
Occidental Asset Management, LLC20,001$5.72M0.79%-25313F-HRTimeline
Foundation Wealth Management, LLC20,000$5.72M3.98%+3,59713F-HRTimeline
Rodgers & Associates, LTD19,562$5.59M0.61%+1,52113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,341$5.53M0.49%-46313F-HRTimeline
Idaho Trust Co19,342$5.53M1.98%+3,44013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,988$5.43M0.5%-4,27013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC18,884$5.4M0.01%-6,09213F-HRTimelineGroup
BAILARD, INC.18,863$5.39M0.13%+40013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,773$5.37M0.09%+2,03813F-HRTimeline
Mechanics Bank Trust Department18,694$5.34M0.77%-4,51013F-HRTimeline
InvesTrust18,605$5.32M2.05%-513F-HRTimeline
AXIOM INVESTORS LLC /DE18,600$5.32M0.04%-9,90013F-HRTimeline
Future Fund LLC18,311$5.23M2.34%new13F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…17,784$5.08M0.53%-18,18213F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,778$5.08M0.02%-54513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,538$5.01M0.03%-1,57213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,481$5M0.15%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,265$4.94M0.04%+90313F-HRTimelineGroup
Bishop & Co Investment Management, LLC16,994$4.86M1.75%-813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,273$4.65M0.01%-6,08713F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO16,165$4.62M0.08%-69013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,142$4.61M0.06%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,979$4.57M0.02%-42013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,662$4.48M0.06%-3,39413F-HRTimelineGroup
Fortis Group Advisors, LLC15,363$4.46M0.81%-13,90713F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,225$4.35M0.16%013F-HRTimeline
LOWERY THOMAS, LLC15,216$4.35M2.78%-63513F-HRTimeline
Carbahal Olsen Financial Services Group…14,779$4.22M3.6%+1113F-HRTimeline
Crescent Grove Advisors, LLC14,550$4.16M0.4%+12113F-HRTimeline
Welch & Forbes LLC14,218$4.06M0.05%-38513F-HRTimeline
Finley Financial, LLC14,195$4.06M2.04%013F-HRTimeline
STOCK YARDS BANK & TRUST CO14,082$4.03M0.13%-9713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,618$3.89M0.09%-7213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding13,519$3.86M-1,666Timeline
Connective Capital Management, LLC13,453$3.85M3.59%013F-HRTimeline
STEVENS CAPITAL PARTNERS13,114$3.83M1.37%+73813F-HRTimeline
DT Investment Partners, LLC13,294$3.8M0.34%-1,19113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,179$3.77M0.03%-11913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD13,055$3.73M0.05%-3413F-HRTimeline
Larson Financial Group LLC12,948$3.7M0.15%-1,59813F-HRTimeline
Janney Montgomery Scott LLC12,918$3.69M0.01%-5,06913F-HRTimeline
Prospera Financial Services Inc12,530$3.58M0.07%-75313F-HRTimeline
FLOW TRADERS U.S. LLC12,402$3.54M0.13%+3,34913F-HRTimeline
LGL PARTNERS, LLC12,074$3.51M1.56%+1,41313F-HRTimeline
RPg Family Wealth Advisory, LLC12,171$3.48M0.93%-22013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…12,127$3.47M0.19%+7,52613F-HRTimeline
Bare Financial Services, Inc12,070$3.45M1.16%-13613F-HRTimeline
Carnegie Investment Counsel11,970$3.42M0.07%+69713F-HRTimeline
Ariston Services Group11,810$3.38M2.4%013F-HRTimeline
Midwest Trust Co11,700$3.34M0.05%13F-HRTimeline
Tradition Wealth Management, LLC11,689$3.34M0.27%+113F-HRTimeline
Echo45 Advisors LLC11,528$3.3M2.08%+19513F-HRTimeline
SIMON QUICK ADVISORS, LLC11,517$3.29M0.17%-44813F-HR/ATimeline
St. Louis Trust Co11,467$3.28M0.44%013F-HRTimeline
VANCE WEALTH, LLC11,160$3.19M1.08%+67213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,111$3.18M<0.01%-38113F-HRTimelineGroup
Parkside Financial Bank & Trust10,886$3.11M0.34%-2,02913F-HRTimeline
CFS Investment Advisory Services, LLC10,817$3.09M0.25%-413F-HRTimeline