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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

898 managers (908 13F filers) reported a position in IWV shares at 2026-06-30, 27,322,449 shares in all. 86 filers opened a position and 36 filers sold out during the quarter.

Managers
898
13F filers
908
New
86
Added
210
Reduced
275
Sold out
36
Shares held by filers
27,322,449

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,960,068$836M0.09%+258,26513F-HRTimelineGroup
SCS Capital Management LLC1,858,646$793M7.49%-7,01213F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …1,627,426$694M12.52%+783,68813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,155,278$493M0.03%-162,46513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,004,513$428M0.01%-795,42013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP993,509$424M0.05%-5,39613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/680,045$290M0.02%-243,48913F-HRTimelineGroup
UNC Management Company, Inc.529,017$226M10.91%+1,18313F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO503,370$215M23.51%-4,12013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO479,995$203M0.01%+4,28213F-HRTimelineGroup
LPL Financial LLC465,469$198M0.04%+8,11913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding451,480$193M+86,073Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC405,547$173M0.03%+6,56913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…348,820$149M0.07%+13,04413F-HRTimelineGroup
Evensky & Katz LLC336,531$143M7.41%-4,27413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp331,519$141M0.02%-7,10913F-HRTimelineGroup
HighTower Advisors, LLC319,386$136M0.13%+1,17013F-HRTimeline
FMR LLCin group FMR LLC301,846$129M0.01%-86,10213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding296,667$126M-311Timeline
TLWM292,816$125M20.3%-1,42213F-HRTimeline
Gotham Asset Management, LLC292,440$125M0.29%+3,82013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC268,919$115M0.41%-6,03213F-HRTimelineGroup
SENTINEL TRUST CO LBA250,902$107M9.47%+7,97413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN244,347$104M0.02%-8,01313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV242,291$103M0.13%-33,44513F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP216,236$92.2M0.13%-9,86013F-HR/ATimelineGroup
Wealthspire Advisors, LLC212,799$90.7M0.5%+171,41213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS202,285$86.3M0.13%+38,67513F-HRTimeline
BLAIR WILLIAM & CO/IL193,707$82.6M0.22%-53313F-HRTimeline
Bricktown Capital, LLC187,144$79.8M14.42%-35,35113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…177,801$75.8M0.85%+13,64013F-HRTimelineGroup
Geneos Wealth Management Inc.167,834$71.6M1.46%-2,69413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding163,526$69.7M-144,314Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA159,700$68.1M0.1%013F-HRTimelineGroup
DAVIS R M INC159,675$68.1M1.07%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC159,058$67.8M0.2%+132,23713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC156,335$66.7M0.02%+17813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC151,447$64.6M0.1%-8,99013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC149,816$63.9M0.02%+27,16013F-HRTimelineGroup
Cetera Investment Advisers148,874$63.5M0.06%-36813F-HRTimeline
Waverly Advisors, LLC146,205$62.3M0.36%-3,63913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources145,453$62M0.01%+1,31213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding145,172$61.9M-2,254Timeline
COMMERCE BANKin group COMMERCE BANK145,100$61.9M0.27%-29813F-HRTimelineGroup
Proficio Capital Partners LLC143,298$61.1M2.2%-38413F-HRTimeline
Ballentine Partners, LLC138,773$59.2M0.72%-20413F-HRTimeline
FFT WEALTH MANAGEMENT LLC136,855$58.4M9.14%-1,04713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC127,832$54.5M0.07%+3,22113F-HRTimelineGroup
Beacon Pointe Advisors, LLC125,851$53.7M0.25%-15,59513F-HRTimeline
Heck Capital Advisors, LLC124,292$53M3.17%+123,14513F-HRTimeline
Cresset Asset Management, LLC124,004$52.9M0.19%-3,39113F-HRTimeline
Caprock Group, LLC119,191$50.8M0.97%-1,53513F-HRTimeline
IEQ CAPITAL, LLC116,454$49.7M0.23%-58,30513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP117,905$49.2M0.02%+2,61413F-HRTimelineGroup
Wind River Trust Co113,918$48.6M16.4%-10,12413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC109,483$46.7M14.96%-2,62213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC109,289$46.6M0.06%-5,55813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC108,567$46.3M0.06%-1,60113F-HRTimeline
Clearstead Advisors, LLC103,636$44.2M0.42%-10313F-HRTimeline
AlphaCore Capital LLC102,427$43.7M0.8%-4,12513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,874$42.2M0.05%-9513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,596$39.9M0.01%-1,91513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,682$39.1M0.01%+30,63613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC90,538$38.6M0.04%-1,24013F-HRTimelineGroup
CIBC Asset Management Inc87,817$37.4M0.08%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/85,698$36.5M0.01%+4,48913F-HRTimelineGroup
HB Wealth Management, LLC80,702$34.4M0.19%+39513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.78,942$33.7M0.46%-1,08313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn FI, LLC79,177$33.6M6.15%+1,31813F-HRTimeline
Waldron Private Wealth LLC78,861$33.6M1.16%-1,23213F-HRTimeline
Provenance Wealth Advisors, LLC78,528$33.5M3.19%-87313F-HRTimeline
BRIGHTON JONES LLC76,042$32.4M0.6%-48113F-HRTimeline
Tanglewood Wealth Management, Inc.74,519$31.8M2.7%-18,80413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,325$31.7M0.05%-1,05813F-HRTimelineGroup
Savant Capital, LLC74,224$31.6M0.09%-6513F-HRTimeline
Great Diamond Partners, LLC72,221$30.8M5.29%+8613F-HRTimeline
EPIQ PARTNERS, LLC71,755$30.6M12.98%+4,20413F-HRTimeline
TIAAgroup of 4 filers holding70,870$30.2M+2,262Timeline
Finley Financial, LLC69,374$29.6M11.91%-1,37313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV68,656$29.3M1.4%-2,50813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…66,920$28.5M0.55%-3,96913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\63,550$27.1M0.03%-1,06313F-HRTimelineGroup
Trajan Wealth LLC59,839$25.5M0.96%+66613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC58,190$24.8M0.18%+3513F-HRTimeline
Truepoint, Inc.57,571$24.5M0.51%-54813F-HRTimeline
Stairway Partners, LLC56,534$24.1M1.14%-2,04413F-HRTimeline
Diversified Portfolios, Inc.56,280$24M1.74%-7613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…54,790$23.4M0.28%+59313F-HRTimelineGroup
Greenspring Advisors, LLC53,486$22.8M1.26%-23713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,370$22.8M0.03%+1,26213F-HRTimelineGroup
Strategic Equity Management53,092$22.6M7.6%-3,07913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC52,369$22.3M0.37%+2,67813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC52,068$22.2M0.01%+5,11113F-HRTimelineGroup
Compass Financial Group, Inc.48,145$20.5M8.67%-2,55613F-HRTimeline
Quantinno Capital Management LP47,784$20.4M0.02%+10,40713F-HRTimeline
KDK Private Wealth Management, LLC46,734$19.9M16.53%+1,95913F-HRTimeline
NEPC LLC46,031$19.6M0.37%013F-HRTimeline
Creative Planningin group Creative Planning44,680$19.1M0.01%+8413F-HRTimelineGroup
Balentine LLC43,941$18.7M0.67%+9813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding43,084$18.4M-576Timeline
WHITTIER TRUST CO42,663$18.3M0.18%+10,02013F-HRTimeline
Fund Evaluation Group, LLC42,134$18M0.49%-38513F-HRTimeline
Moss Adams Wealth Advisors LLC41,783$17.8M1.11%-14813F-HRTimeline
Embree Financial Group41,512$17.7M1.77%-1,25513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,483$17.7M0.1%-42413F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC41,391$17.6M6.07%-45,44013F-HRTimeline
Crestwood Advisors Group, LLC41,335$17.6M0.26%-1,20813F-HRTimeline
FIRST HORIZON CORP41,229$17.6M0.68%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.40,240$17.2M0.35%+21313F-HRTimelineGroup
MONEYWISE, INC.39,011$16.6M6.21%-1,27613F-HRTimeline
HANOVER ADVISORS INC37,867$16.1M5.82%-30813F-HRTimeline
Ipswich Investment Management Co., Inc.36,947$15.8M3.33%+10613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,574$15.7M0.03%+64513F-HRTimeline
Roble, Belko & Company, Inc36,119$15.4M1.66%013F-HRTimeline
Tanager Wealth Management LLP35,804$15.3M1.33%+70613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC35,363$15.1M0.18%+23213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …35,323$15.1M0.02%+6,51713F-HRTimelineGroup
Arax Advisory Partners34,374$14.7M0.1%+32,35413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,691$14.4M0.01%-11,88313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC31,561$13.5M0.67%-79813F-HRTimeline
Conservest Capital Advisors, Inc.31,236$13.3M1.06%+3213F-HRTimeline
Cambridge Investment Research Advisors,…30,025$12.8M0.03%+1,56813F-HR/ATimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,975$12.8M0.45%+6813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,521$12.6M0.01%+69013F-HRTimelineGroup
jvl associates llc29,127$12.4M3.52%013F-HRTimeline
UMB Bank, n.a.28,354$12.1M0.15%-1,58413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC27,962$11.9M0.22%-10,02013F-HRTimeline
Post Resch Tallon Group Inc.27,757$11.8M8.19%-32013F-HRTimeline
One Day In July LLC27,411$11.7M0.81%-1,26213F-HRTimeline
Strategic Wealth Partners, Ltd.26,127$11.1M0.69%+25,85413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.26,000$11.1M0.01%+1,03513F-HRTimelineGroup
BigSur Wealth Management LLC25,200$10.7M2.59%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA24,275$10.4M0.05%-3,15713F-HRTimelineGroup
REBALANCE, LLC24,185$10.3M0.54%-55913F-HRTimeline
LCNB CORP23,748$10.1M3.11%+1,25013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,484$10M0.03%+913F-HRTimelineGroup
Arcus Capital Partners, LLC23,199$9.89M4.09%+3,67913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding22,765$9.71M-2,022Timeline
Brookstone Capital Managementin group Brookstone Capital Management22,665$9.66M0.1%+11613F-HRTimelineGroup
Advisory Services Network, LLC22,630$9.65M0.11%+14013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI22,541$9.61M0.41%-33913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,370$9.54M0.01%new13F-HRTimelineGroup
Circle Wealth Management, LLC22,161$9.45M0.12%013F-HRTimeline
New Republic Capital, LLC22,118$9.43M2.17%+4,69513F-HRTimeline
ALLIANCEBERNSTEIN L.P.25,431$9.43M<0.01%-1,05013F-HRTimeline
Cedar Wealth Management, LLC21,419$9.13M2.35%+24813F-HRTimeline
Wilmington Savings Fund Society, FSB21,412$9.13M0.2%013F-HRTimeline
Mueller Wealth, LLC21,245$9.06M6.17%+1,00113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,109$9M0.01%-24613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co20,818$8.88M0.1%-93713F-HRTimelineGroup
Sheridan Capital Management, LLC20,455$8.72M4.2%-39513F-HRTimeline
Apella Capital, LLC20,446$8.72M0.12%-5013F-HRTimeline
ANCHYRA PARTNERS LLC19,989$8.52M2.05%+1,53213F-HRTimeline
ASPIRIANT, LLC19,662$8.38M0.21%-19513F-HRTimeline
LM Advisors LLC19,334$8.24M0.95%+15,38913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,837$8.03M0.16%new13F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC18,733$7.99M3.27%+13713F-HRTimeline
XPONANCE LLC18,575$7.92M0.05%+1,97613F-HRTimeline
Jordan Park Group LLC18,515$7.89M0.4%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,574$7.88M0.22%+16013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,378$7.84M0.02%+3,79413F-HRTimeline
Legacy Trust18,331$7.82M1.38%-51713F-HRTimeline
WEST PACES ADVISORS INC.17,766$7.58M1.27%-9513F-HRTimeline
Elyxium Wealth, LLC17,730$7.56M0.79%013F-HRTimeline
EP Wealth Advisors, LLC17,713$7.55M0.03%+1,61013F-HRTimeline
WHI TRUST Co LLC17,421$7.43M4.8%+34313F-HRTimeline
Triune Financial Partners, LLC17,410$7.42M1.55%+4013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,994$7.25M0.01%-15813F-HRTimelineGroup
Winthrop Advisory Group LLC16,711$7.13M0.48%-11113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.16,691$7.12M0.43%013F-HRTimelineGroup
Gilbert & Cook, Inc.16,481$7.03M0.81%-613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,130$6.88M0.17%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC15,860$6.76M0.03%-5313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,777$6.73M0.08%+8913F-HRTimeline
Bleakley Financial Group, LLC15,643$6.67M0.08%+2,43313F-HRTimeline
NewEdge Advisors, LLC15,344$6.54M0.02%-1,13213F-HRTimeline
Aries Wealth Management15,294$6.52M1.28%013F-HRTimeline
Midwest Professional Planners, LTD.15,165$6.47M1.27%+10513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,928$6.37M0.22%013F-HRTimeline
Summit Trail Advisors, LLC14,796$6.31M0.08%-63913F-HRTimeline
Financial Council, LLC14,651$6.25M2.03%+14613F-HRTimeline
Ascent Wealth Partners, LLC14,599$6.23M0.62%013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,597$6.22M0.09%013F-HRTimeline
COZAD ASSET MANAGEMENT INC14,588$6.22M0.4%-9813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC14,354$6.12M0.27%-1,10013F-HRTimeline
MAI Capital Management14,352$6.12M0.02%+2,59213F-HRTimeline
Curi Capital, LLC13,962$5.95M0.09%-1,01113F-HRTimeline
Sowell Financial Services LLC13,867$5.91M0.19%-16413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,806$5.89M0.04%-22513F-HRTimeline
William Howard & Co Financial Advisors …13,778$5.87M4.57%+313F-HRTimeline
Vise Technologies, Inc.13,545$5.78M0.07%+5,96413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,520$5.76M0.01%new13F-HRTimeline
Greenline Partners, LLC13,244$5.65M0.57%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,111$5.59M-156Timeline
MPS Loria Financial Planners, LLC13,100$5.59M1.28%+20313F-HRTimeline
Basecamp Wealth Advisors LLC12,875$5.49M1.02%-1913F-HRTimeline
Aquire Wealth Advisors, LLC12,834$5.47M1.26%-56413F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,814$5.46M0.24%+14213F-HRTimeline
St. Louis Trust Co21,772$5.27M0.64%+113F-HRTimeline
Prime Capital Investment Advisors, LLC12,344$5.26M0.05%+713F-HRTimeline