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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

985 managers (994 13F filers) reported a position in IWO shares at 2025-09-30, 30,119,678 shares in all. 92 filers opened a position and 48 filers sold out during the quarter.

Managers
985
13F filers
994
New
92
Added
272
Reduced
309
Sold out
48
Shares held by filers
30,119,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/3,754,768$1.2B0.09%-178,88013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,495,958$799M0.05%-155,23013F-HR/ATimelineGroup
BARINGS LLCin group BARINGS LLC1,624,450$520M9.89%-46,50013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,371,062$439M1.06%-4,61513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,084,251$347M+15,215Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO975,628$312M0.02%+412,74113F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC911,147$292M6.72%+10,14313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN730,115$234M0.05%-17,12613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…621,484$199M0.12%+14,46013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC572,336$183M0.03%+28,33713F-HRTimelineGroup
LPL Financial LLC552,665$177M0.05%+27,18313F-HRTimeline
Cohen Klingenstein LLC526,042$168M5.27%-6,34613F-HRTimeline
D.A. DAVIDSON & CO.521,555$167M1.07%+9,43313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC479,151$153M0.2%-8,63413F-HRTimeline
UBS Group AGin group UBS Group AG473,140$151M0.03%-20,84613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP436,973$140M0.02%+3,10613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC383,513$123M0.04%+14,64313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp354,920$114M0.38%-11,58513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA337,886$108M0.02%+2,49213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP296,866$95M<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC288,233$92.2M<0.01%-256,69813F-HRTimelineGroup
Financial Engines Advisors L.L.C.266,820$85.4M0.16%-19,38313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\258,453$82.7M0.1%+95,81613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.251,515$80.5M0.03%-66613F-HRTimeline
Cetera Investment Advisers247,829$79.3M0.09%-11,77313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS242,085$77.5M0.06%-3,36213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK226,340$72.4M0.4%-12,74313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp219,988$70.4M0.01%-23,26513F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC216,694$69.4M1.46%+2,25213F-HRTimeline
AE Wealth Management LLC214,511$68.7M0.44%+24,57813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP205,677$65.8M0.1%-26,32713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…176,147$57.1M0.09%-5,83313F-HRTimeline
Creative Planningin group Creative Planning174,907$56M0.04%-1,58713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO170,642$54.6M0.06%-11,58213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC166,426$53.3M0.07%-13,27213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…145,321$46.5M0.16%-7,54713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC141,254$45.2M0.02%+102,87813F-HR/ATimelineGroup
Cresset Asset Management, LLC139,292$44.6M0.2%+3,41913F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC134,681$43.1M0.01%+4,93113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC128,086$41M0.16%-5,64913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP126,867$40.6M0.06%-4,13213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…126,205$40.4M0.03%-1,95313F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…121,000$38.7M0.07%+40,00013F-HRTimeline
CHOREO, LLC110,122$35.2M0.46%-4,71413F-HRTimeline
Pacific Life Fund Advisors LLC107,130$34.3M3.52%+25,48313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…105,284$33.7M0.18%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,769$33.5M0.07%+7,29413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP102,978$32.9M0.02%+9,52913F-HRTimelineGroup
MAI Capital Management100,192$32.1M0.2%-1,50013F-HRTimeline
Orion Porfolio Solutions, LLC90,994$29.1M0.23%-21,32713F-HRTimeline
Yarbrough Capital, LLC90,335$28.9M0.9%-5,68013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC89,706$28.7M0.19%+30913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp88,968$28.5M3.39%-1,75713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,652$27.3M0.04%+21,94913F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC84,443$27M0.21%+3,77413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding82,651$26.5M+7,866Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/79,227$25.4M0.01%+3,56913F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.79,047$25.3M0.38%-33013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,965$25M0.02%+8,80813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding76,546$24.5M-39Timeline
CAPTRUST FINANCIAL ADVISORS75,847$24.3M0.05%-81513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…74,835$24M1.61%+41,00013F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.73,054$23.4M12.42%+71613F-HRTimeline
COMERICA BANK70,801$22.7M0.09%-11,61913F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC70,790$22.7M0.39%+36,96013F-HRTimeline
MML INVESTORS SERVICES, LLC68,892$22M0.06%-84313F-HRTimeline
HighTower Advisors, LLC68,793$22M0.03%-99913F-HRTimeline
Waldron Private Wealth LLC67,930$21.7M0.88%-42113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV67,231$21.5M6.24%+5,44913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding66,223$21.2M-1,196Timeline
CITIGROUP INCin group CITIGROUP INC65,829$21.1M0.01%+11,72513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC63,778$20.4M0.03%-65213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC63,727$20.4M0.03%+97513F-HRTimelineGroup
Powell Investment Advisors, LLC60,627$19.4M6.78%-1,23313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.58,867$18.8M<0.01%+14,69113F-HRTimelineGroup
Confluence Wealth Services, Inc.58,102$18.6M0.92%+4,57513F-HRTimeline
AMG National Trust Bank55,128$17.6M0.43%-1,19913F-HRTimeline
AXIOM INVESTORS LLC /DE54,100$17.3M0.13%+35,50013F-HRTimeline
Avantax Planning Partners, Inc.53,922$17.3M0.49%-1,36913F-HRTimeline
TimesSquare Capital Management, LLC51,100$16.4M0.23%-33,90013F-HRTimeline
Flaharty Asset Management, LLC49,269$15.8M2%+95613F-HRTimeline
Wealthspire Advisors, LLC48,336$15.5M0.08%+29613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.48,200$15.4M0.02%+1,83613F-HRTimelineGroup
COURIER CAPITAL LLC46,915$15M0.86%+82313F-HRTimeline
LMG Wealth Partners, LLC45,191$14.5M2.69%+51913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…45,066$14.4M<0.01%-141,57513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,009$14.4M0.02%-46,39113F-HRTimelineGroup
Steward Partners Investment Advisory, L…44,127$14.1M0.08%+4813F-HRTimeline
RTD Financial Advisors, Inc.43,890$14M1.69%-1,03013F-HRTimeline
Shepherd Financial Partners LLC42,928$13.7M1.31%-96113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.42,815$13.7M2.08%+3,96213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC38,784$12.6M0.27%+29713F-HRTimeline
BLAIR WILLIAM & CO/IL39,155$12.5M0.03%+57213F-HRTimeline
NorthCoast Asset Management LLC38,803$12.4M0.05%-14813F-HRTimeline
SYNOVUS FINANCIAL CORP38,398$12.3M0.14%+1313F-HRTimeline
Waverly Advisors, LLC38,187$12.2M0.12%+24313F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC38,030$12.2M5.47%-86013F-HRTimeline
FSA Wealth Management LLC36,537$11.7M4.28%+9813F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC36,160$11.6M0.03%-10,32113F-HRTimeline
FIRST HORIZON CORP35,168$11.3M0.53%13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.35,152$11.2M0.04%-2,31813F-HRTimeline
Summit Financial, LLC34,432$11M0.17%-2,87113F-HRTimeline
Thoma Capital Management LLC33,937$10.9M6.24%-1,40913F-HRTimeline
Fund Evaluation Group, LLC32,658$10.5M0.38%013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding32,519$10.4M-22,719Timeline
Quent Capital, LLC32,023$10.2M0.86%-78413F-HRTimeline
NewEdge Advisors, LLC30,978$9.91M0.05%+1,06713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,108$9.64M0.02%+1,54213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,824$9.54M0.12%-16813F-HRTimelineGroup
Corundum Group, Inc.28,904$9.25M3.8%-14613F-HRTimeline
Fortis Group Advisors, LLC27,172$8.99M1.55%+11,80913F-HRTimeline
Covenant Partners, LLC27,431$8.78M2.49%-2,23813F-HRTimeline
Team Hewins, LLC27,264$8.73M2.95%-64613F-HRTimeline
Oldfather Financial Services, LLC27,205$8.71M2.71%+86413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,807$8.58M0.01%+35213F-HRTimelineGroup
Sanctuary Advisors, LLC26,597$8.51M0.05%-40513F-HR/ATimeline
Erickson Financial Group, LLC26,444$8.46M5.31%-15513F-HRTimeline
One Capital Management, LLC26,139$8.37M0.27%-60713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26,043$8.33M0.02%+23,69913F-HRTimelineGroup
Sequent Asset Management, LLC25,631$8.2M3.9%013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.25,566$8.18M4.46%-29813F-HRTimeline
360 Financial, Inc.25,534$8.17M2.64%-613F-HRTimeline
Modera Wealth Management, LLC25,081$8.03M0.09%-1,81913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC24,997$8M0.07%+7613F-HRTimeline
BOKF, NAin group BOKF, NA23,695$7.58M0.11%+13013F-HRTimelineGroup
WHITTIER TRUST CO23,276$7.58M0.09%-52213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,001$7.36M0.04%-15513F-HR/ATimelineGroup
Glenmede Investment Management, LP22,646$7.25M0.03%+1713F-HRTimeline
Idaho Trust Co22,646$7.25M2.44%+3,30413F-HRTimeline
LWM ADVISORS INC22,215$7.11M6.39%+35513F-HRTimeline
HB Wealth Management, LLC21,737$6.96M0.05%+21213F-HRTimeline
Occidental Asset Management, LLC21,465$6.87M0.86%+1,46413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,453$6.87M0.08%-4713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,280$6.81M0.05%+4,01513F-HRTimelineGroup
IEQ CAPITAL, LLC21,193$6.78M0.02%+6513F-HRTimeline
Noble Family Wealth, LLC20,968$6.71M1.48%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,131$6.44M0.01%+14,97313F-HRTimelineGroup
XML Financial, LLC20,019$6.41M0.52%-53613F-HRTimeline
Avidian Wealth Enterprises, LLC19,766$6.33M0.24%-6,91713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,745$6.32M0.01%+15,87013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD19,490$6.24M0.01%-5,40713F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,266$6.17M0.02%+1,48813F-HRTimeline
Rodgers & Associates, LTD19,211$6.15M0.63%-35113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,184$6.14M0.51%-15713F-HRTimeline
Foundation Wealth Management, LLC19,140$6.12M3.91%-86013F-HRTimeline
BAILARD, INC.18,888$6.04M0.13%+2513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC18,884$6.04M0.01%013F-HRTimelineGroup
Mechanics Bank Trust Department18,686$5.98M0.84%-813F-HRTimeline
Quantum Portfolio Management LLC18,657$5.97M1.77%+9,92713F-HRTimeline
InvesTrust18,589$5.95M2.18%-1613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,499$5.92M0.51%-48913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,388$5.88M0.08%-38513F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,366$5.88M0.19%+3,14113F-HRTimeline
Future Fund LLC18,311$5.86M2.07%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,328$5.55M0.01%+1,05513F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,311$5.54M0.16%-17013F-HRTimelineGroup
Beacon Pointe Advisors, LLC17,102$5.47M0.05%+6,49313F-HRTimeline
Bishop & Co Investment Management, LLC16,977$5.43M1.82%-1713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,603$5.31M0.11%+43813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,997$5.12M0.06%-14513F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,877$5.08M0.02%-10213F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO14,979$4.79M0.15%+89713F-HRTimeline
LOWERY THOMAS, LLC14,932$4.78M2.76%-28413F-HRTimeline
FLOW TRADERS U.S. LLC14,336$4.59M0.19%+1,93413F-HRTimeline
Carbahal Olsen Financial Services Group…14,322$4.58M3.68%-45713F-HRTimeline
Crescent Grove Advisors, LLC14,302$4.58M0.44%-24813F-HRTimeline
Finley Financial, LLC14,195$4.54M2.1%013F-HRTimeline
Welch & Forbes LLC13,985$4.48M0.05%-23313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding13,874$4.44M+355Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,513$4.32M0.09%-10513F-HRTimelineGroup
Connective Capital Management, LLC13,453$4.31M3.95%013F-HRTimeline
DT Investment Partners, LLC13,294$4.25M0.36%013F-HRTimeline
Ashton Thomas Private Wealth, LLC13,222$4.23M0.11%+9,85913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,073$4.18M0.03%-10613F-HR/ATimelineGroup
STEVENS CAPITAL PARTNERS13,049$4.18M1.25%-6513F-HRTimeline
PINNACLE ASSOCIATES LTD12,806$4.1M0.05%-24913F-HRTimeline
Larson Financial Group LLC12,507$4M0.14%-44113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,204$3.91M<0.01%+1,09313F-HRTimelineGroup
LGL PARTNERS, LLC12,088$3.87M1.65%+1413F-HRTimeline
Bare Financial Services, Inc12,070$3.86M1.15%013F-HRTimeline
Janney Montgomery Scott LLC11,991$3.84M0.01%-92713F-HRTimeline
Montecito Bank & Trust11,912$3.81M0.59%13F-HRTimeline
VANCE WEALTH, LLC11,876$3.8M1.17%+71613F-HRTimeline
Carnegie Investment Counsel11,839$3.79M0.07%-13113F-HRTimeline
RPg Family Wealth Advisory, LLC11,821$3.78M0.83%-35013F-HRTimeline
Ariston Services Group11,797$3.78M2.28%-1313F-HRTimeline
SIMON QUICK ADVISORS, LLC11,737$3.76M0.17%+22013F-HRTimeline
Echo45 Advisors LLC11,679$3.74M2.19%+15113F-HRTimeline
Tradition Wealth Management, LLC11,678$3.74M0.28%-1113F-HRTimeline
INSTRUMENTAL WEALTH, LLC11,387$3.73M2.61%+1,57213F-HRTimeline
Mill Creek Capital Advisors, LLC11,619$3.72M0.08%+90113F-HRTimeline
St. Louis Trust Co11,467$3.67M0.46%013F-HRTimeline
Midwest Trust Co11,397$3.65M0.05%-30313F-HRTimeline
CFS Investment Advisory Services, LLC10,675$3.54M0.26%-14213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,684$3.42M0.01%+1,26813F-HRTimelineGroup
STEPHEN J. GARRY & ASSOCIATES, LLC10,600$3.39M2.71%+1913F-HRTimeline
BRIGHTON JONES LLC10,475$3.35M0.08%+24513F-HRTimeline
Atlas Brown,Inc.10,345$3.31M0.98%+213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,299$3.3M0.18%013F-HRTimeline
Parkside Financial Bank & Trust10,231$3.27M0.25%-65513F-HRTimeline