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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

903 managers (913 13F filers) reported a position in IWV shares at 2026-06-30, 27,321,325 shares in all. 86 filers opened a position and 36 filers sold out during the quarter.

Managers
903
13F filers
913
New
86
Added
210
Reduced
277
Sold out
36
Shares held by filers
27,321,325

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
IRONWOOD INVESTMENT MANAGEMENT LLC12,154$5.18M1.79%+87213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,133$5.17M0.03%+76413F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…12,000$5.12M0.01%new13F-HRTimeline
Blue Fin Capital, Inc.11,859$5.06M0.73%-29713F-HRTimeline
Lutz Financial Services LLC11,854$5.05M0.31%013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,630$5.05M0.21%+3,48213F-HRTimeline
SIMON QUICK ADVISORS, LLC11,845$5.05M0.2%-30213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT11,437$4.88M0.03%-1,09413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,226$4.79M0.49%-2713F-HRTimeline
Savvy Advisors, Inc.11,134$4.75M0.1%-72613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,880$4.64M<0.01%-1,42013F-HRTimelineGroup
First Heartland Consultants, Inc.10,724$4.57M0.3%-1913F-HRTimeline
HRT FINANCIAL LP10,709$4.57M0.01%+7,68313F-HRTimeline
Single Point Partners, LLC10,695$4.56M0.8%+613F-HRTimeline
Intelligence Driven Advisers, LLC10,691$4.56M0.74%-55813F-HRTimeline
Chicago Partners Investment Group LLC10,402$4.37M0.09%-6,46113F-HRTimeline
McClarren Financial Advisors, Inc.10,165$4.33M2.24%+1113F-HRTimeline
CERTUITY, LLC9,720$4.14M0.2%-55913F-HRTimeline
Chesapeake Wealth Management9,714$4.14M1.16%-60613F-HRTimeline
NORDEN GROUP LLC9,711$4.14M0.34%-52613F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,608$4.1M0.09%013F-HRTimeline
Zhang Financial LLC9,511$4.06M0.12%-3813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,421$4.02M0.02%+5313F-HRTimeline
Sand Hill Global Advisors, LLC9,385$4M0.12%-25913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,379$4M0.02%-2613F-HRTimeline
Institute for Wealth Management, LLC.9,363$3.99M0.35%013F-HRTimeline
Mosaic Advisors LLC9,249$3.94M5.29%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,090$3.88M0.03%-4613F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,066$3.87M0.52%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC9,031$3.85M0.37%+513F-HRTimeline
Simmons Bankin group Simmons Bank8,955$3.82M0.22%-40813F-HRTimelineGroup
Lakeshore Financial Planning, Inc.8,897$3.79M1.22%013F-HRTimeline
Family Office Research LLC8,872$3.78M1.42%-14313F-HRTimeline
NewEdge Wealth, LLC8,789$3.75M0.04%+85413F-HRTimeline
Integrated Wealth Concepts LLC8,662$3.69M0.02%-513F-HR/ATimeline
WASHINGTON TRUST Co8,562$3.65M0.11%-7513F-HRTimeline
Foundation Wealth Management, LLC\PA8,541$3.64M1.1%-23413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK8,107$3.46M0.44%-18313F-HRTimelineGroup
BOK Financial Private Wealth, Inc.8,103$3.46M0.18%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc7,967$3.4M1.57%-1913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC7,948$3.39M1.47%-4213F-HRTimeline
Sigma Planning Corp7,818$3.33M0.08%+13413F-HRTimeline
Modern Wealth Management, LLC7,680$3.27M0.04%+3,29513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,653$3.26M0.31%-78113F-HRTimeline
WESBANCO BANK INC7,644$3.26M0.08%+4,25413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV7,516$3.2M0.34%-4013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,440$3.17M<0.01%013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,334$3.13M0.02%+6513F-HRTimelineGroup
RENASANT BANK7,326$3.12M2.01%013F-HRTimeline
Meridian Financial Partners LLC7,209$3.1M1.06%-9313F-HRTimeline
Financial Engines Advisors L.L.C.7,167$3.06M0.01%-9313F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,088$3.02M0.05%-27113F-HRTimeline
GC Wealth Management RIA, LLC7,027$3M0.17%-713F-HRTimeline
Orion Porfolio Solutions, LLC7,011$2.99M0.02%+213F-HRTimeline
Wedmont Private Capital6,843$2.94M0.08%+1413F-HRTimeline
Fonville Wealth Management LLC6,887$2.94M0.48%013F-HRTimeline
Sterling Capital Management LLC6,833$2.91M0.05%+50313F-HRTimeline
Avant Financial Advisors LLC6,764$2.88M1.8%+28213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,945$2.88M0.03%-34413F-HRTimeline
JMG Financial Group, Ltd.6,702$2.86M0.07%-53213F-HRTimeline
IMA Advisory Services, Inc.6,690$2.85M0.18%013F-HRTimeline
OpenArc Corporate Advisory, LLC6,572$2.8M0.03%-5713F-HRTimeline
XY Planning Network, Inc.6,565$2.8M0.35%-14213F-HRTimeline
Private Advisor Group, LLC6,489$2.77M0.01%-8,20113F-HRTimeline
CITY HOLDING CO6,434$2.74M0.31%-60713F-HRTimeline
Signature Resources Capital Management,…6,380$2.72M1.07%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,331$2.7M0.14%013F-HRTimeline
GeoWealth Management, LLC6,271$2.67M0.08%-2813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,190$2.64M0.13%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC6,184$2.63M0.52%+46513F-HRTimeline
Modera Wealth Management, LLC6,164$2.63M0.03%-10013F-HRTimeline
Janney Montgomery Scott LLC6,082$2.59M0.01%+113F-HRTimeline
Portland Global Advisors LLC6,067$2.59M0.25%013F-HRTimeline
Dorsey & Whitney Trust CO LLC5,997$2.56M0.12%-17713F-HRTimeline
Aptus Capital Advisors, LLC5,812$2.48M0.02%+813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,772$2.46M0.01%+10513F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC5,763$2.46M0.84%-59413F-HRTimeline
Yardley Wealth Management LLC5,741$2.45M1.11%-513F-HRTimeline
Rialto Wealth Management, LLC5,729$2.44M0.48%-13813F-HRTimeline
First National Trust Co5,675$2.42M0.08%+26513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,629$2.4M0.1%-58813F-HRTimelineGroup
National Philanthropic Trust5,622$2.4M0.03%new13F-HRTimeline
Strategic Blueprint, LLC5,590$2.38M0.12%-7413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,588$2.38M0.01%-36013F-HRTimelineGroup
Nvest Financial, LLC5,582$2.38M0.75%-13613F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…5,566$2.37M0.12%+7913F-HRTimeline
Verum Partners LLC5,539$2.36M0.36%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,500$2.35M0.23%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,497$2.34M0.01%-1,99113F-HRTimeline
CENTRAL TRUST Co5,484$2.34M0.04%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,448$2.32M1.4%-3513F-HRTimeline
Wealth Architects, LLC5,430$2.32M0.18%013F-HRTimeline
Avidian Wealth Enterprises, LLC5,280$2.25M0.06%-27213F-HRTimeline
BCS Private Wealth Management, Inc.5,211$2.22M0.67%013F-HRTimeline
High Probability Advisors, LLC5,180$2.21M0.24%013F-HRTimeline
BEACON FINANCIAL GROUP5,105$2.18M0.2%-4413F-HRTimeline
Independence Bank of Kentucky5,094$2.17M0.24%-35913F-HRTimeline
MANCHESTER FINANCIAL INC4,996$2.13M0.38%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,941$2.11M0.08%013F-HRTimeline
Fiduciary Wealth Partners, LLC4,888$2.08M1.15%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,842$2.06M0.04%-61513F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC4,828$2.06M0.12%+813F-HRTimeline
Ledyard National Bank4,806$2.05M0.16%-1713F-HRTimeline
Indivisible Partners4,781$2.04M0.12%new13F-HRTimeline
Pure Financial Advisors, LLC4,742$2.02M0.03%-2113F-HRTimeline
Steward Partners Investment Advisory, L…4,695$2M0.01%+73813F-HRTimeline
Cohen Capital Management, Inc.4,637$1.98M0.27%013F-HRTimeline
Garde Capital, Inc.4,628$1.97M0.09%013F-HRTimeline
Dakota Wealth Management4,626$1.97M0.04%-7113F-HRTimeline
Sanctuary Advisors, LLC4,603$1.96M0.01%-9213F-HRTimeline
Asset Dedication, LLC4,519$1.93M0.12%+13013F-HRTimeline
MOTIVE WEALTH ADVISORS4,508$1.92M0.79%013F-HRTimeline
Chesley Taft & Associates LLC4,458$1.9M0.07%-5013F-HRTimeline
Bakala Capital LLC4,405$1.88M8.23%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BIP Wealth, LLC4,405$1.88M0.05%013F-HRTimeline
Midwest Trust Co4,373$1.86M0.02%+25013F-HRTimeline
KilterHowling LLC4,324$1.84M0.83%+1013F-HRTimeline
Clark Capital Management Group, Inc.4,312$1.84M0.01%+2,31913F-HRTimeline
CVA Family Office, LLC4,295$1.83M0.17%-5313F-HRTimeline
Dunhill Financial, LLC4,278$1.82M0.37%-4913F-HRTimeline
Tennessee Valley Asset Management Partn…4,249$1.81M0.2%013F-HRTimeline
Evercore Wealth Management, LLC4,232$1.8M0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,183$1.78M0.03%-32613F-HRTimeline
Merit Financial Group, LLC4,174$1.78M0.01%-5613F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,154$1.77M0.01%-3613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,150$1.77M0.15%13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP4,137$1.76M0.02%-513F-HRTimeline
Timonier Family Office, LTD.4,101$1.75M0.49%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC3,987$1.7M0.38%+1,32713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,984$1.7M0.05%013F-HRTimelineGroup
Well Done, LLC3,946$1.68M0.23%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,923$1.67M0.4%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,877$1.65M0.04%+113F-HRTimelineGroup
Fisher Asset Management, LLC3,840$1.64M<0.01%new13F-HRTimeline
RHUMBLINE ADVISERS3,831$1.63M<0.01%-47913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,803$1.62M0.05%-5113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,799$1.62M0.03%+10513F-HRTimelineGroup
Retirement Planning Group, LLC3,775$1.61M0.04%013F-HRTimeline
Rossmore Private Capital3,754$1.6M0.13%+18513F-HRTimeline
Firestone Capital Management3,732$1.59M0.3%+313F-HRTimeline
Sensible Money, LLC3,729$1.59M0.42%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,714$1.58M0.32%013F-HRTimeline
Allworth Financial LP3,713$1.58M0.01%+60613F-HRTimeline
ETF Portfolio Partners, Inc.3,693$1.57M0.37%+613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,690$1.57M0.14%013F-HRTimeline
SilverOak Wealth Management LLC3,666$1.56M0.2%013F-HRTimeline
SYON CAPITAL LLC3,639$1.55M0.07%new13F-HRTimeline
New England Private Wealth Advisors LLC3,653$1.54M0.15%+213F-HRTimeline
Indiana Trust & Investment Management Co3,547$1.51M0.41%013F-HRTimeline
IHT Wealth Management, LLC3,517$1.5M0.03%+92313F-HRTimeline
Stokes Family Office, LLC3,500$1.49M0.17%013F-HRTimeline
Wellspring Financial Advisors, LLC3,498$1.49M0.1%013F-HRTimeline
Cambria Investment Management, L.P.3,454$1.47M0.07%+6413F-HRTimeline
Empowered Funds, LLC3,454$1.47M0.01%+6413F-HRTimeline
Smith Salley Wealth Management3,413$1.46M0.06%+23513F-HRTimeline
Bernardo Wealth Planning LLC3,411$1.45M0.25%013F-HRTimeline
Abacus Planning Group, Inc.3,387$1.44M0.18%013F-HRTimeline
Atala Financial Inc3,383$1.44M0.88%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,372$1.44M0.09%+413F-HRTimeline
J.W. COLE ADVISORS, INC.3,368$1.44M0.02%new13F-HRTimeline
Fort Sheridan Advisors LLC3,363$1.43M0.15%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,345$1.43M0.02%013F-HRTimeline
AMG National Trust Bank3,315$1.41M0.03%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,305$1.41M0.13%+6113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,270$1.39M0.08%013F-HRTimeline
CoreCap Advisors, LLC3,226$1.38M0.04%+59713F-HRTimeline
Visionary Wealth Advisors3,219$1.37M0.05%+713F-HRTimeline
Crescent Grove Advisors, LLC3,195$1.36M0.12%-23813F-HRTimeline
Valeo Financial Advisors, LLC3,194$1.36M0.03%+8013F-HRTimeline
SONATA CAPITAL GROUP INC3,190$1.36M0.44%-2013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC3,156$1.35M0.03%013F-HRTimelineGroup
Smartleaf Asset Management LLC3,164$1.34M0.04%013F-HRTimeline
Carter Financial Group, INC.3,115$1.33M0.69%013F-HRTimeline
Parcion Private Wealth LLC3,110$1.33M0.07%013F-HRTimeline
Sage Mountain Advisors LLC3,053$1.3M0.08%013F-HRTimeline
Kingsview Wealth Management, LLC3,024$1.29M0.02%+19313F-HRTimeline
E&G Advisors, LLC3,002$1.28M0.25%013F-HRTimeline
American State Bank (Iowa)2,999$1.28M0.52%-3,47213F-HRTimeline
Owl Creek Wealth Partners LLC2,983$1.27M0.37%+713F-HRTimeline
RWA WEALTH PARTNERS, LLC2,975$1.27M0.01%013F-HRTimeline
XML Financial, LLC2,961$1.26M0.09%+613F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,936$1.25M0.09%013F-HRTimeline
Gross & Hartman Investments LLC2,919$1.24M0.55%013F-HRTimeline
Safe Harbor Family Capital, LLC2,919$1.24M0.83%+113F-HRTimeline
Sargent Investment Group, LLC2,917$1.24M0.15%+3613F-HRTimeline
GHP Investment Advisors, Inc.2,910$1.24M0.05%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,881$1.23M0.07%-1013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,871$1.22M0.12%013F-HRTimeline
Old Mission Investment Co LLC2,800$1.19M0.25%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,795$1.19M<0.01%013F-HRTimelineGroup
Glenview Trust Co2,792$1.19M0.02%013F-HR/ATimeline
Beaumont Asset Management, L.L.C.2,791$1.19M0.46%013F-HRTimeline
Aprio Wealth Management, LLC2,729$1.16M0.06%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,728$1.16M0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC2,709$1.16M0.03%-5013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,660$1.13M0.01%-31013F-HRTimelineGroup
Soltis Investment Advisors LLC2,651$1.13M0.07%+813F-HRTimeline
Asset Allocation & Management Company, …2,641$1.13M0.37%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,640$1.13M0.26%013F-HRTimeline
SkyOak Wealth, LLC2,640$1.13M0.18%-4013F-HRTimeline