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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,151,228$1.34B0.1%+396,46013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,619,371$846M0.05%+123,41313F-HR/ATimelineGroup
BARINGS LLCin group BARINGS LLC1,657,750$540M9.95%+33,30013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,359,871$441M1.06%-11,19113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,142,027$369M+57,776Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC966,022$312M0.04%+393,68613F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC921,669$298M6.27%+10,52213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN777,074$251M0.05%+46,95913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…613,190$198M0.11%-8,29413F-HRTimelineGroup
LPL Financial LLC572,694$185M0.05%+20,02913F-HRTimeline
D.A. DAVIDSON & CO.532,522$172M1.05%+10,96713F-HRTimeline
UBS Group AGgroup of 2 filers holding522,424$169M+49,284Timeline
Cohen Klingenstein LLC516,788$167M5.07%-9,25413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO491,725$159M0.01%-483,90313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP451,470$146M0.02%+14,49713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC449,381$145M0.19%-29,77013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC389,572$126M0.04%+6,05913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA379,547$123M0.02%+41,66113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp354,317$114M0.37%-60313F-HR/ATimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…341,500$110M0.19%+220,50013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS339,344$110M0.07%+97,25913F-HRTimelineGroup
FMR LLCin group FMR LLC305,690$98.7M0.01%+17,45713F-HRTimelineGroup
AE Wealth Management LLC266,445$86.1M0.49%+51,93413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP261,477$84.5M0.11%+55,80013F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK258,330$83.4M0.46%+31,99013F-HRTimelineGroup
Financial Engines Advisors L.L.C.254,193$82.1M0.16%-12,62713F-HRTimeline
Cetera Investment Advisers242,397$78.3M0.09%-5,43213F-HRTimeline
Badgley Phelps Wealth Managers, LLC223,021$72M1.32%+6,32713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC222,509$71.9M0.05%+156,68013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp218,643$70.6M0.01%-1,34513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC217,608$70.3M0.1%+51,18213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.217,502$70.3M0.02%-34,01313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…179,568$60.6M0.08%+3,42113F-HRTimeline
Creative Planningin group Creative Planning184,037$59.4M0.04%+9,13013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO170,636$55.1M0.05%-613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\159,943$51.7M0.06%-98,51013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC152,488$49.3M0.01%+17,80713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…146,115$47.2M0.17%+79413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.142,797$46.2M0.07%+56,14513F-HRTimelineGroup
Pacific Life Fund Advisors LLC142,468$46M4.74%+35,33813F-HRTimeline
Cresset Asset Management, LLC139,330$45M0.19%+3813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC138,972$44.9M0.17%+10,88613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…135,705$43.8M0.08%+30,93613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…127,183$41.1M0.03%+97813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP123,200$39.8M0.05%-3,66713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding118,081$38.1M+35,430Timeline
CHOREO, LLC113,436$37M0.47%+3,31413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP114,392$36.9M0.02%+11,41413F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…106,920$34.5M0.18%+1,63613F-HRTimeline
MAI Capital Management103,345$33.4M0.19%+3,15313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,565$31.5M0.03%+19,60013F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.92,588$29.9M0.1%+57,43613F-HR/ATimeline
Yarbrough Capital, LLC90,335$29.2M0.91%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC88,572$28.6M0.2%-1,13413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp88,308$28.5M3.33%-66013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…84,328$27.2M<0.01%+39,26213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.84,044$27.1M0.4%+4,99713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONETA GROUP INVESTMENT ADVISORS LLC82,685$26.7M0.2%-1,75813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding82,322$26.6M+5,776Timeline
CAPTRUST FINANCIAL ADVISORS79,275$25.6M0.05%+3,42813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/78,853$25.5M0.01%-37413F-HRTimelineGroup
COMERICA BANK77,957$25.2M0.1%+7,15613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC76,537$24.7M0.01%-64,71713F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO76,264$24.6M0.17%+74,76613F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…74,859$24.2M1.61%+2413F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.73,800$23.8M12.33%+74613F-HRTimeline
HighTower Advisors, LLC72,883$23.5M0.03%+4,09013F-HRTimeline
MML INVESTORS SERVICES, LLC72,689$23.5M0.06%+3,79713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.70,299$22.7M<0.01%+11,43213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC67,791$21.9M0.03%+4,01313F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV66,873$21.6M5.68%-35813F-HRTimeline
Waldron Private Wealth LLC65,597$21.2M0.84%-2,33313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding64,922$21M-1,301Timeline
Mariner, LLCin group Mariner, LLC64,230$20.7M0.02%+50313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …62,141$20.1M0.03%new13F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC61,898$20M0.38%-8,89213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp61,864$20M0.06%+54,23213F-HRTimelineGroup
Powell Investment Advisors, LLC60,334$19.5M6.71%-29313F-HRTimeline
Confluence Wealth Services, Inc.59,528$19.2M0.8%+1,42613F-HRTimeline
Avantax Planning Partners, Inc.54,063$17.5M0.49%+14113F-HRTimeline
FIRST HORIZON CORP53,005$17.1M0.77%+17,83713F-HRTimeline
AMG National Trust Bank52,611$17M0.4%-2,51713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.50,506$16.3M0.03%+2,30613F-HRTimelineGroup
Wealthspire Advisors, LLC49,395$16M0.13%+1,05913F-HRTimeline
Franklin Resourcesgroup of 2 filers holding48,509$15.7M+15,990Timeline
COURIER CAPITAL LLC47,800$15.4M0.87%+88513F-HRTimeline
AXIOM INVESTORS LLC /DE47,100$15.2M0.13%-7,00013F-HRTimeline
LMG Wealth Partners, LLC46,144$14.9M2.78%+95313F-HRTimeline
Fortis Group Advisors, LLC43,677$14.7M2.46%+16,50513F-HRTimeline
Steward Partners Investment Advisory, L…44,708$14.4M0.08%+58113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.43,449$14M1.98%+63413F-HRTimeline
RTD Financial Advisors, Inc.42,849$13.8M1.69%-1,04113F-HRTimeline
Allworth Financial LP41,909$13.5M0.06%+37,74213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC40,104$13.5M0.28%+1,32013F-HRTimeline
Shepherd Financial Partners LLC41,462$13.4M1.24%-1,46613F-HRTimeline
Strategic Equity Management41,177$13.3M4.51%new13F-HRTimeline
Summit Financial, LLC40,590$13.1M0.19%+6,15813F-HRTimeline
Waverly Advisors, LLC40,158$13M0.11%+1,97113F-HRTimeline
Quent Capital, LLC40,074$12.9M0.93%+8,05113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …39,175$12.7M0.1%13F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL37,644$12.2M0.03%-1,51113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC37,550$12.1M5.22%-48013F-HRTimeline
Fund Evaluation Group, LLC35,156$11.4M0.38%+2,49813F-HRTimeline
Orion Porfolio Solutions, LLC34,757$11.2M0.08%-56,23713F-HRTimeline
Corundum Group, Inc.34,285$11.1M3.72%+5,38113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,837$9.64M0.12%+1313F-HRTimelineGroup
NewEdge Advisors, LLC29,819$9.63M0.03%-1,15913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,279$9.46M0.01%-82913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC28,757$9.29M0.01%+20,12813F-HR/ATimelineGroup
Sanctuary Advisors, LLC28,423$9.18M0.05%+1,82613F-HRTimeline
Flaharty Asset Management, LLC27,506$8.88M1.11%-21,76313F-HRTimeline
Oldfather Financial Services, LLC27,202$8.79M2.62%-313F-HRTimeline
Team Hewins, LLC27,055$8.74M2.82%-20913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA27,006$8.72M0.04%13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,849$8.67M0.01%+4213F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC26,547$8.57M0.47%+20,53913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,530$8.57M0.01%+9,20213F-HRTimelineGroup
Thoma Capital Management LLC26,454$8.54M4.92%-7,48313F-HRTimeline
Erickson Financial Group, LLC26,180$8.46M5.19%-26413F-HRTimeline
Sequent Asset Management, LLC25,631$8.28M3.68%013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.25,453$8.22M4.52%-11313F-HRTimeline
EP Wealth Advisors, LLC25,332$8.18M0.04%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC25,193$8.14M0.07%+19613F-HRTimeline
360 Financial, Inc.24,830$8.02M2.44%-70413F-HR/ATimeline
OAK RIDGE INVESTMENTS LLC24,820$8.02M0.49%new13F-HRTimeline
Modera Wealth Management, LLC24,432$7.89M0.09%-64913F-HRTimeline
WHITTIER TRUST CO23,264$7.85M0.08%-1213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,392$7.56M0.04%+39113F-HRTimelineGroup
MidFirst Bank23,053$7.45M0.59%13F-HRTimeline
HB Wealth Management, LLC22,967$7.42M0.05%+1,23013F-HRTimeline
LWM ADVISORS INC22,554$7.29M6.41%+33913F-HRTimeline
Idaho Trust Co22,505$7.27M2.41%-14113F-HRTimeline
Occidental Asset Management, LLC21,858$7.06M0.85%+39313F-HRTimeline
MONEYWISE, INC.21,545$6.96M2.89%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,489$6.94M<0.01%+1,35813F-HRTimelineGroup
Noble Family Wealth, LLC21,468$6.93M1.46%+50013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding21,003$6.78M+11,184Timeline
Curated Wealth Partners LLC20,826$6.73M0.73%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co20,760$6.71M0.08%-69313F-HRTimelineGroup
XML Financial, LLC20,724$6.69M0.55%+70513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,570$6.64M0.05%-71013F-HRTimelineGroup
CWM, LLCin group CWM, LLC20,224$6.53M0.02%+4,34713F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,617$6.34M0.02%+35113F-HRTimeline
Avidian Wealth Enterprises, LLC19,450$6.28M0.23%-31613F-HRTimeline
BOKF, NAin group BOKF, NA18,996$6.14M0.09%-4,69913F-HRTimelineGroup
BAILARD, INC.18,963$6.13M0.14%+7513F-HRTimeline
Rodgers & Associates, LTD18,926$6.11M0.62%-28513F-HRTimeline
Beacon Pointe Advisors, LLC18,573$6M0.04%+1,47113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,495$5.97M0.45%-68913F-HRTimeline
&PARTNERS18,360$5.97M0.03%+14,48713F-HRTimeline
Foundation Wealth Management, LLC18,438$5.97M3.93%-70213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC18,260$5.95M0.01%-62413F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,227$5.89M0.6%-27213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO18,215$5.88M0.12%+1,61213F-HRTimeline
Mechanics Bank Trust Department18,109$5.85M0.77%-57713F-HRTimeline
IEQ CAPITAL, LLC17,848$5.77M0.02%-3,34513F-HRTimeline
InvesTrust17,605$5.69M2.2%-98413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,522$5.66M0.07%-86613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,311$5.59M0.15%013F-HRTimelineGroup
Nicholas Investment Partners, LP17,261$5.58M0.41%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…16,779$5.42M0.01%+8,18113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,735$5.41M0.01%-3,01013F-HRTimelineGroup
Bishop & Co Investment Management, LLC16,524$5.34M1.77%-45313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,461$5.32M0.06%+46413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,282$5.26M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding15,963$5.16M+2,089Timeline
RIVERBRIDGE PARTNERS LLC15,576$5.03M0.09%+6,25013F-HRTimeline
STOCK YARDS BANK & TRUST CO15,393$4.97M0.15%+41413F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,225$4.92M0.15%-3,14113F-HRTimeline
FLOW TRADERS U.S. LLC14,772$4.77M0.16%+43613F-HRTimeline
Carbahal Olsen Financial Services Group…14,558$4.7M3.61%+23613F-HRTimeline
Summit Creek Advisors LLC14,242$4.6M0.72%new13F-HRTimeline
Welch & Forbes LLC13,980$4.52M0.05%-513F-HRTimeline
LOWERY THOMAS, LLC13,753$4.44M2.51%-1,17913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,658$4.41M0.08%+14513F-HRTimelineGroup
Finley Financial, LLC13,655$4.41M2.02%-54013F-HRTimeline
Wealth Enhancement Trust Services, Inc.13,594$4.39M0.55%13F-HRTimeline
Connective Capital Management, LLC13,453$4.35M2.55%013F-HRTimeline
Crescent Grove Advisors, LLC13,422$4.34M0.41%-88013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,383$4.32M0.01%-12,66013F-HRTimelineGroup
DT Investment Partners, LLC13,294$4.29M0.36%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC12,541$4.27M2.56%+1,15413F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV12,955$4.18M4.08%13F-HRTimeline
PINNACLE ASSOCIATES LTD12,953$4.18M0.05%+14713F-HRTimeline
STEVENS CAPITAL PARTNERS12,880$4.16M1.09%-16913F-HRTimeline
VANCE WEALTH, LLC12,832$4.15M1.23%+95613F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,780$4.13M<0.01%+57613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,615$4.07M0.03%-45813F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/12,586$4.07M<0.01%+2,63013F-HRTimeline
Larson Financial Group LLC12,432$4.02M0.13%-7513F-HRTimeline
Prospera Financial Services Inc12,169$3.93M0.06%+2,28213F-HRTimeline
LGL PARTNERS, LLC12,115$3.91M1.67%+2713F-HRTimeline
Carnegie Investment Counsel11,869$3.83M0.07%+3013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC11,862$3.83M0.43%+3,08813F-HRTimeline
Bare Financial Services, Inc11,859$3.83M1.07%-21113F-HRTimeline
Montecito Bank & Trust11,798$3.81M0.61%-11413F-HRTimeline
Ariston Services Group11,776$3.8M2.23%-2113F-HRTimeline
Echo45 Advisors LLC11,748$3.79M2.17%+6913F-HRTimeline
GTS SECURITIES LLC11,676$3.77M0.13%+2,28313F-HRTimeline
Tradition Wealth Management, LLC11,677$3.77M0.27%-113F-HRTimeline