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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

Filings received so far for Q3 2026: 80 13F filers report a position in IWO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WoodTrust Financial Corpin group WoodTrust Financial Corp70,462$25.1M3.05%-2,05113F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…61,038$21.8M1.24%-13,57713F-HRTimelineGroup
RTD Financial Advisors, Inc.38,791$13.8M1.51%-73913F-HRTimeline
LBJ Family Wealth Advisors, Ltd.24,264$8.66M4.42%-9713F-HRTimeline
Farther Finance Advisors, LLC22,926$8.18M0.06%+1,47913F-HRTimeline
LWM ADVISORS INC22,868$8.16M6.16%-29213F-HRTimeline
Avidian Wealth Enterprises, LLC20,034$7.15M0.2%-21513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,384$6.2M0.42%-83913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV14,917$5.32M4.58%+22513F-HRTimeline
Versant Capital Management, Inc11,398$4.07M0.35%013F-HRTimeline
Echo45 Advisors LLC11,353$4.05M1.85%+14313F-HRTimeline
SACKS & ASSOCIATES, LLC11,204$4M2.79%-22613F-HRTimeline
Montecito Bank & Trust10,996$3.92M0.59%-34413F-HRTimeline
Atlas Brown,Inc.10,208$3.64M0.96%-8713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,438$3.37M0.24%013F-HRTimelineGroup
TICINO WEALTH9,010$3.22M0.99%+12313F-HRTimeline
Wealth Enhancement Trust Services, Inc.8,439$3.01M0.32%-4,33213F-HRTimeline
jvl associates llc6,784$2.42M0.7%013F-HRTimeline
EQUITABLE TRUST CO6,702$2.39M0.1%+22113F-HRTimeline
Valeo Financial Advisors, LLC5,342$1.91M0.04%+20613F-HRTimeline
DECISION INVESTMENTS, INC5,194$1.85M1.71%-4513F-HRTimeline
Friday Financial4,407$1.58M0.31%+1,60313F-HRTimeline
Chicago Capital, LLC4,346$1.55M0.04%-12313F-HRTimeline
DAVIDSON TRUST CO4,066$1.45M0.57%+13813F-HRTimeline
Veery Capital, LLC3,843$1.37M0.37%-16913F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,544$1.26M0.16%-1413F-HRTimeline
Apella Capital, LLC3,512$1.25M0.02%+1,84513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,219$1.15M0.1%013F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC3,170$1.13M0.33%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,160$1.13M0.02%+513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,047$1.09M0.01%-2,00413F-HRTimeline
Prosperity Planning, Inc.2,966$1.06M0.23%-4013F-HRTimeline
EASTERN BANK2,950$1.05M0.02%-7013F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,829$1.01M0.18%+5113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,665$951K0.11%013F-HRTimeline
Venture Visionary Partners LLC2,568$917K0.02%013F-HRTimeline
FC Advisory LLC2,256$805K0.21%-9313F-HRTimeline
CHAPIN DAVIS, INC.1,578$563K0.11%013F-HRTimeline
LS Investment Advisors, LLC1,475$526K0.07%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,430$516K0.15%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,366$488K0.03%-7213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,300$464K0.05%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,229$439K0.01%013F-HRTimeline
Kaizen Financial Strategies1,075$384K0.15%013F-HRTimeline
EPIQ PARTNERS, LLC1,053$376K0.16%013F-HRTimeline
SAPIENT CAPITAL LLC1,039$371K<0.01%013F-HRTimeline
Avior Wealth Management, LLC1,011$361K0.01%-913F-HRTimeline
Bangor Savings Bank1,010$360K0.03%013F-HRTimeline
Heartwood Wealth Advisors LLC989$353K0.03%-613F-HRTimeline
Towerpoint Wealth, LLC964$344K0.12%-913F-HRTimeline
E&G Advisors, LLC831$297K0.06%-113F-HRTimeline
MassMutual Private Wealth & Trust, FSB810$289K0.01%013F-HRTimeline
Intelligence Driven Advisers, LLC766$274K0.05%013F-HRTimeline
Global Wealth Strategies & Associates730$261K0.05%-1413F-HRTimeline
Asempa Wealth Advisors711$254K0.2%013F-HRTimeline
Harbour Capital Advisors, LLC703$251K0.05%013F-HRTimeline
JP Wealth Management, Inc.697$249K0.16%013F-HRTimeline
Galvin, Gaustad & Stein, LLC669$239K0.02%013F-HRTimeline
Everhart Financial Group, Inc.665$237K0.01%-2813F-HRTimeline
Balefire, LLC636$227K0.04%+3013F-HRTimeline
Lee, Kelleher & Klein Wealth Management589$210K0.11%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC536$191K0.05%013F-HRTimeline
Miller Global Investments, LLC500$178K0.14%013F-HRTimeline
Grove Bank & Trust427$152K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC419$150K0.06%013F-HRTimeline
Trust Co345$123K0.01%+113F-HRTimeline
Clayton Financial Group LLC242$86.4K0.05%new13F-HRTimeline
WEST PACES ADVISORS INC.216$77.1K0.01%013F-HRTimeline
General Partner, Inc.200$71.4K0.04%013F-HRTimeline
CX Institutional185$66K<0.01%013F-HRTimeline
Dorato Capital Management184$65.4K0.04%013F-HRTimeline
GAMMA Investing LLC178$63.5K<0.01%-1013F-HRTimeline
CoreCap Advisors, LLC128$45.7K<0.01%-1013F-HRTimeline
Retirement Wealth Solutions LLC115$41K0.02%013F-HRTimeline
Coastline Trust Co101$36K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bullock Wealth Management Group33$11.8K<0.01%013F-HRTimeline
Marquette Asset Management, LLC25$8.92K<0.01%013F-HRTimeline
GK Wealth Management LLC21$7.32K<0.01%new13F-HRTimeline
Go Invest LLC12$4.19K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3$1.07K<0.01%013F-HRTimeline