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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,019 managers (1,031 13F filers) reported a position in IWO shares at 2026-03-31, 30,529,305 shares in all. 56 filers opened a position and 79 filers sold out during the quarter.

Managers
1,019
13F filers
1,031
New
56
Added
270
Reduced
343
Sold out
79
Shares held by filers
30,529,305

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/3,472,005$1.09B0.08%-679,22313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,753,342$864M0.05%+133,97113F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC1,608,750$484M7.82%-49,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,115,576$350M-26,451Timeline
TIAAgroup of 3 filers holding1,078,133$332M-281,738Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC957,906$301M0.04%-8,11613F-HRTimelineGroup
Cassaday & Co Wealth Management LLC935,475$294M6.25%+13,80613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN730,324$229M0.05%-46,75013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…616,540$193M0.11%+3,35013F-HRTimelineGroup
LPL Financial LLC576,867$181M0.05%+4,17313F-HRTimeline
D.A. DAVIDSON & CO.544,695$171M1.04%+12,17313F-HRTimeline
UBS Group AGgroup of 2 filers holding524,976$165M+2,552Timeline
Cohen Klingenstein LLC492,683$155M5%-24,10513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC433,239$136M0.04%+43,66713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC432,478$136M0.19%-16,90313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP430,460$135M0.02%-21,01013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC415,194$130M0.08%+192,68513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…410,500$129M0.21%+69,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA374,869$118M0.02%-4,67813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO386,157$116M0.01%-105,56813F-HR/ATimelineGroup
FMR LLCin group FMR LLC357,770$112M0.01%+52,08013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp351,267$110M0.36%-3,05013F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS343,304$108M0.07%+3,96013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK265,635$83.4M0.4%+7,30513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP242,597$76.1M0.11%-18,88013F-HRTimelineGroup
Financial Engines Advisors L.L.C.238,068$74.7M0.15%-16,12513F-HRTimeline
Cetera Investment Advisers230,267$72.3M0.08%-12,13013F-HRTimeline
Badgley Phelps Wealth Managers, LLC224,148$70.3M1.4%+1,12713F-HRTimeline
ALLIANCEBERNSTEIN L.P.214,635$69.3M0.02%-2,86713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp206,852$64.9M0.01%-11,79113F-HRTimelineGroup
Pacific Life Fund Advisors LLC202,351$63.5M7.29%+59,88313F-HRTimeline
Creative Planningin group Creative Planning175,424$55M0.04%-8,61313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC174,091$54.6M0.09%-43,51713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO166,044$52.1M0.05%-4,59213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\162,958$51.1M0.06%+3,01513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC160,455$50.2M0.01%+7,96713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…151,451$47.5M0.03%+24,26813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP149,885$46.1M0.02%+35,49313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…145,834$45.8M0.17%-28113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding145,810$45.8M+80,888Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…136,407$43.4M0.1%-43,16113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…136,422$42.8M0.08%+71713F-HRTimelineGroup
Cresset Asset Management, LLC132,548$41.6M0.18%-6,78213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC121,528$38.1M0.15%-17,44413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP119,987$37.7M0.05%-3,21313F-HRTimelineGroup
CHOREO, LLC113,231$35.5M0.44%-20513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding112,988$35.5M-5,093Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…106,920$33.6M0.19%013F-HRTimeline
MAI Capital Management103,350$32.4M0.18%+513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,219$29.6M0.04%-48,57813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.91,838$28.8M0.44%+7,79413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FULLER & THALER ASSET MANAGEMENT, INC.88,846$27.9M0.09%-3,74213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding83,595$26.2M+1,273Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC82,409$25.9M0.19%-6,16313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC79,892$25.1M0.19%-2,79313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS79,550$25M0.04%+27513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp78,777$24.7M3.19%-9,53113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/78,284$24.6M0.01%-56913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,549$23.7M0.02%-22,01613F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…75,294$23.6M1.51%+43513F-HRTimelineGroup
HighTower Advisors, LLC72,950$22.9M0.02%+6713F-HRTimeline
VAUGHAN & Co SECURITIES, INC.72,425$22.7M11.88%-1,37513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC72,245$22.7M0.03%+4,45413F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC70,677$22.2M0.47%+8,77913F-HRTimeline
GTS SECURITIES LLC69,271$21.7M0.77%+57,59513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV68,531$21.5M5.62%+1,65813F-HRTimeline
Confluence Wealth Services, Inc.64,549$20.3M0.79%+5,02113F-HRTimeline
MML INVESTORS SERVICES, LLC64,400$20.2M0.06%-8,28913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …62,141$19.5M0.03%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC61,656$19.3M0.02%-2,57413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…61,400$19.3M0.06%new13F-HR/ATimelineGroup
Powell Investment Advisors, LLC61,157$19.2M6.62%+82313F-HRTimeline
FIRST HORIZON CORP61,150$19.2M0.8%+8,14513F-HRTimeline
Waldron Private Wealth LLC60,860$19.1M0.74%-4,73713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.59,742$18.7M<0.01%-10,55713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.57,516$18M0.01%+41,23413F-HRTimelineGroup
Avantax Planning Partners, Inc.54,775$17.2M0.47%+71213F-HRTimeline
AMG National Trust Bank52,539$16.5M0.36%-7213F-HRTimeline
AdvisorShares Investments LLC52,096$16.3M2.98%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,572$16.2M0.03%+1,06613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…50,752$15.9M<0.01%-33,57613F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding49,959$15.7M+1,450Timeline
COURIER CAPITAL LLC49,088$15.4M0.86%+1,28813F-HR/ATimeline
Wealthspire Advisors, LLC48,736$15.3M0.12%-65913F-HRTimeline
LMG Wealth Partners, LLC47,263$14.8M2.7%+1,11913F-HRTimeline
Summit Financial, LLC45,836$14.4M0.18%+5,24613F-HRTimeline
Steward Partners Investment Advisory, L…45,137$14.2M0.07%+42913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.42,405$13.3M1.85%-1,04413F-HRTimeline
Allworth Financial LP41,681$13.1M0.05%-22813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC40,104$12.8M0.26%013F-HRTimeline
RTD Financial Advisors, Inc.40,853$12.8M1.58%-1,99613F-HRTimeline
Shepherd Financial Partners LLC40,801$12.8M1.21%-66113F-HRTimeline
BLAIR WILLIAM & CO/IL39,343$12.3M0.04%+1,69913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …39,223$12.3M0.09%+4813F-HRTimelineGroup
Waverly Advisors, LLC39,042$12.3M0.09%-1,11613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC38,952$12.2M0.01%+10,19513F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC38,800$12.2M4.93%+1,25013F-HRTimeline
Quent Capital, LLC38,637$12.1M0.86%-1,43713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC38,173$12M0.04%+30,61313F-HRTimeline
Bronte Capital Management Pty Ltd.37,542$11.8M1.25%new13F-HRTimeline
Corundum Group, Inc.35,314$11.1M3.7%+1,02913F-HRTimeline
Fund Evaluation Group, LLC35,156$11M0.34%013F-HRTimeline
Strategic Equity Management33,296$10.4M3.93%-7,88113F-HRTimeline
BOKF, NAin group BOKF, NA32,893$10.3M0.16%+13,89713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32,741$10.3M0.27%+31,74913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,729$10.3M0.01%+28,01013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…32,709$10.3M0.13%+2,87213F-HRTimelineGroup
Orion Porfolio Solutions, LLC32,157$10.1M0.09%-2,60013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,384$9.85M0.01%+2,10513F-HRTimeline
AXIOM INVESTORS LLC /DE30,500$9.57M0.11%-16,60013F-HRTimeline
Sanctuary Advisors, LLC28,633$8.99M0.05%+21013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.27,673$8.68M0.01%13F-HRTimelineGroup
OFS Enterprise LLC27,622$8.67M2.55%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,367$8.59M0.01%+83713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA27,317$8.57M0.04%+31113F-HRTimelineGroup
Team Hewins, LLC26,825$8.42M2.5%-23013F-HRTimeline
Flaharty Asset Management, LLC26,652$8.36M1.04%-85413F-HRTimeline
Kingsview Wealth Management, LLC26,408$8.29M0.11%+23,19313F-HRTimeline
Erickson Financial Group, LLC26,371$8.28M5.19%+19113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,711$8.26M0.05%+5,14113F-HRTimelineGroup
NewEdge Advisors, LLC25,755$8.08M0.03%-4,06413F-HR/ATimeline
EP Wealth Advisors, LLC25,349$7.95M0.04%+1713F-HRTimeline
360 Financial, Inc.25,159$7.9M2.38%+32913F-HRTimeline
Modera Wealth Management, LLC24,567$7.71M0.09%+13513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC24,370$7.65M0.06%-82313F-HRTimeline
Thoma Capital Management LLC24,118$7.57M4.48%-2,33613F-HRTimeline
WHITTIER TRUST CO23,276$7.44M0.08%+1213F-HRTimeline
MidFirst Bank23,691$7.43M0.62%+63813F-HRTimeline
LBJ Family Wealth Advisors, Ltd.24,588$7.4M4.34%-86513F-HRTimeline
LWM ADVISORS INC23,260$7.3M6.33%+70613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,916$7.19M0.03%-47613F-HRTimelineGroup
HB Wealth Management, LLC22,856$7.17M0.05%-11113F-HRTimeline
Fortis Group Advisors, LLC19,030$6.85M1.13%-24,64713F-HRTimeline
Yarbrough Capital, LLC21,764$6.83M0.24%-68,57113F-HRTimeline
FLOW TRADERS U.S. LLC21,733$6.82M0.22%+6,96113F-HRTimeline
Noble Family Wealth, LLC21,468$6.74M1.39%013F-HR/ATimeline
Heck Capital Advisors, LLC20,670$6.49M0.48%+15,57313F-HRTimeline
XML Financial, LLC20,488$6.43M0.52%-23613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co20,454$6.42M0.08%-30613F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,431$6.41M0.03%+1,85813F-HRTimeline
Avidian Wealth Enterprises, LLC20,405$6.4M0.2%+95513F-HRTimeline
Occidental Asset Management, LLC20,356$6.39M0.76%-1,50213F-HRTimeline
CWM, LLCin group CWM, LLC19,864$6.23M0.02%-36013F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,677$6.17M0.02%+6013F-HRTimeline
Farther Finance Advisors, LLC19,160$6.06M0.06%+14,75213F-HRTimeline
BAILARD, INC.18,963$5.95M0.14%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…18,716$5.88M0.02%+1,93713F-HRTimeline
Rodgers & Associates, LTD18,571$5.83M0.59%-35513F-HRTimeline
Mechanics Bank Trust Department18,464$5.79M0.8%+35513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,215$5.72M0.61%-1213F-HRTimelineGroup
Mach-1 Financial Group, LLC18,137$5.69M2%+12,60613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,130$5.69M0.45%-36513F-HRTimeline
Foundation Wealth Management, LLC18,106$5.68M3.84%-33213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,889$5.61M0.12%-32613F-HRTimeline
IEQ CAPITAL, LLC17,857$5.6M0.03%+913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO17,785$5.6M0.59%+11,33613F-HRTimeline
InvesTrust17,590$5.52M2.32%-1513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,311$5.43M0.15%013F-HRTimelineGroup
Idaho Trust Co16,859$5.29M1.72%-5,64613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,837$5.28M0.07%-68513F-HRTimeline
STOCK YARDS BANK & TRUST CO16,521$5.18M0.16%+1,12813F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.16,503$5.18M0.2%+15,00013F-HR/ATimelineGroup
MONEYWISE, INC.16,363$5.13M2.24%-5,18213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,149$5.07M0.06%-31213F-HRTimelineGroup
Arax Advisory Partners15,400$4.83M0.14%+7,41713F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,225$4.78M0.14%013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,967$4.7M0.01%-1,76813F-HRTimelineGroup
Carbahal Olsen Financial Services Group…14,677$4.61M3.68%+11913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,507$4.55M<0.01%-6,98213F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC14,351$4.5M0.01%-3,90913F-HRTimelineGroup
AE Wealth Management LLC14,178$4.45M0.02%-252,26713F-HRTimeline
STEVENS CAPITAL PARTNERS14,177$4.45M1.07%+1,29713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV14,104$4.43M4.22%+1,14913F-HRTimeline
Welch & Forbes LLC13,980$4.39M0.06%013F-HRTimeline
VANCE WEALTH, LLC13,958$4.38M1.27%+1,12613F-HRTimeline
DT Investment Partners, LLC13,719$4.31M0.36%+42513F-HRTimeline
LOWERY THOMAS, LLC13,607$4.27M2.44%-14613F-HRTimeline
Finley Financial, LLC13,555$4.25M1.99%-10013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,495$4.23M0.08%-16313F-HRTimelineGroup
Connective Capital Management, LLC13,453$4.22M3.49%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding13,294$4.17M-2,669Timeline
Crescent Grove Advisors, LLC12,952$4.06M0.4%-47013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,872$4.04M0.07%+4,99813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD12,788$4.01M0.05%-16513F-HRTimeline
INSTRUMENTAL WEALTH, LLC12,745$4M2.46%+20413F-HRTimeline
Wealth Enhancement Trust Services, Inc.12,441$3.9M0.47%-1,15313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,222$3.84M0.02%-39313F-HRTimelineGroup
Sequent Asset Management, LLC12,209$3.83M1.83%-13,42213F-HRTimeline
LGL PARTNERS, LLC12,118$3.8M1.57%+313F-HRTimeline
Echo45 Advisors LLC11,911$3.74M2.1%+16313F-HRTimeline
Sowell Financial Services LLC11,886$3.73M0.14%+3,44313F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC11,837$3.71M0.46%-2513F-HRTimeline
Ariston Services Group0$3.7M2.21%-11,77613F-HRTimelineAmount filed as zero, left out of ratios.
Montecito Bank & Trust11,768$3.69M0.61%-3013F-HRTimeline
Tradition Wealth Management, LLC11,728$3.68M0.26%+5113F-HRTimeline
CFS Investment Advisory Services, LLC10,308$3.67M0.25%-10713F-HRTimeline
Quantum Portfolio Management LLC11,687$3.67M1.6%+21213F-HR/ATimeline
Carnegie Investment Counsel11,575$3.63M0.07%-29413F-HRTimeline
Parkside Financial Bank & Trust11,492$3.61M0.28%+1,33713F-HRTimeline
St. Louis Trust Co11,467$3.6M0.42%013F-HRTimeline