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Public ownership evidence

iShares Russell 2000 Growth ETF (IWO) Ownership Disclosures

Read IWO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,267$1,090,312None
Corient Private Wealth LP2026-06-302026-08-2816,697$6,578,037None
Corient Private Wealth LP2026-06-302026-08-28201,955$79,562,754None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28150$59,094None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28150$47,072None
Legacy Edge Advisors, LLC2025-09-302026-08-278,078$2,585,236None
Dakota Wealth Management2025-09-302026-08-275,989$1,916,720None
Dakota Wealth Management2025-12-312026-08-278,043$2,597,970None
Dakota Wealth Management2026-03-312026-08-275,689$1,785,266None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2642,656$16,804,804None
Bernard Wealth Management Corp.2026-06-302026-08-2265$25,608None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-22890$350,637None
ASHFORD CAPITAL MANAGEMENT INC2026-06-302026-08-227,798$3,072,100None
Rehmann Capital Advisory Group2026-06-302026-08-2111,774$4,638,485None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2171$27,971None
Bullock Wealth Management Group2026-06-302026-08-2033$12,906None
Kingsview Wealth Management, LLC2026-06-302026-08-203,429$1,350,694None
Archer Investment Corp2026-06-302026-08-20184$72,489None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,910$752,464None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2014,903$5,871,192None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2029,965$11,805,097None
Beacon Pointe Advisors, LLC2026-06-302026-08-1920,518$8,083,434None
Copia Wealth Management2026-06-302026-08-192,719$1,071,177None
Twin Lakes Capital Management, LLC2026-06-302026-08-1926$10,255None
Glenview Trust Co2026-06-302026-08-192,742$1,080,238None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-191,035$407,749None
Legacy Edge Advisors, LLC2025-06-302026-08-188,088$2,311,950None
Legacy Edge Advisors, LLC2025-03-312026-08-189,371$2,394,455None
Legacy Edge Advisors, LLC2024-09-302026-08-189,678$2,748,511None
Legacy Edge Advisors, LLC2024-06-302026-08-189,920$2,604,167None
Legacy Edge Advisors, LLC2024-03-312026-08-1810,570$2,862,419None
Legacy Edge Advisors, LLC2024-12-312026-08-189,161$2,641,491None
Legacy Edge Advisors, LLC2023-12-312026-08-1810,258$2,587,291None
Strive Financial Group ,LLC2026-06-302026-08-1879$31,123None
Parvin Asset Management, LLC2026-06-302026-08-18150$59,094None
Caitlin John, LLC2026-06-302026-08-1898$38,608None
Corient Private Wealth LP2026-06-302026-08-18219,083$86,309,704None
Pure Financial Advisors, LLC2026-06-302026-08-18826$325,411None
Transamerica Financial Advisors, LLC2026-06-302026-08-18254$100,071None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-184,821$1,899,609None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1875$29,547None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1875$23,536None
Equitable Holdings, Inc.2026-06-302026-08-1825,925$10,213,579None
BANK OZK2026-06-302026-08-18960$378,201None
Fayez Sarofim & Co2026-06-302026-08-181,264$497,965None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,537$1,394,000None
Wellington Grp LLC2026-06-302026-08-1574$23,222None
Forum Finance Group S.A.2026-06-302026-08-156,385$2,033,000None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-15523$206,041None
Legend Capital Advisors LLC2026-06-302026-08-15606$238,740None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗TOBIAS FINANCIAL ADVISORS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.