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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

845 managers (851 13F filers) reported a position in IWV shares at 2024-12-31, 25,721,389 shares in all. 51 filers opened a position and 18 filers sold out during the quarter.

Managers
845
13F filers
851
New
51
Added
236
Reduced
236
Sold out
18
Shares held by filers
25,721,389

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Valeo Financial Advisors, LLC14,316$4.79M0.13%+2113F-HRTimeline
Lutz Financial Services LLC14,150$4.73M0.38%013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,063$4.7M0.15%013F-HRTimeline
Simmons Bankin group Simmons Bank14,038$4.69M0.34%+28513F-HRTimelineGroup
Castle Rock Wealth Management, LLC13,433$4.68M1.11%+82213F-HRTimeline
Aquire Wealth Advisors, LLC13,871$4.64M1.44%-63313F-HRTimeline
NewEdge Advisors, LLC13,571$4.54M0.03%+11,25013F-HRTimeline
Sowell Financial Services LLC13,356$4.46M0.23%+1,23713F-HRTimeline
Blue Fin Capital, Inc.13,320$4.45M0.82%-1313F-HRTimeline
Greenline Partners, LLC13,244$4.43M0.62%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,080$4.37M0.01%-913F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC13,004$4.35M1.59%013F-HRTimeline
Edge Capital Group, LLC12,770$4.27M0.22%-12613F-HRTimeline
Quantinno Capital Management LP12,709$4.25M0.04%new13F-HRTimeline
Midwest Professional Planners, LTD.12,465$4.17M1.24%-3613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,395$4.14M0.61%-13113F-HRTimeline
FSA WEALTH PARTNERS, INC.12,383$4.14M0.97%-64313F-HRTimeline
Sterling Capital Management LLC12,242$4.09M0.06%+40313F-HRTimeline
Chesapeake Wealth Management12,065$4.03M1.38%-94913F-HRTimeline
COUNTRY CLUB BANK12,002$4.03M0.27%-14013F-HRTimeline
SIMON QUICK ADVISORS, LLC11,853$3.96M0.24%-26213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC11,711$3.91M1.76%13F-HRTimeline
Prime Capital Investment Advisors, LLC11,577$3.87M0.06%+90313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,497$3.84M0.01%-2,90713F-HRTimelineGroup
Lindbrook Capital, LLC11,385$3.81M0.34%+37913F-HRTimeline
Atria Wealth Solutions, Inc.11,337$3.79M0.04%+94813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,300$3.78M0.01%+5,60013F-HRTimeline
DHK Financial Advisors, Inc.11,225$3.75M2.28%013F-HRTimeline
Zhang Financial LLC10,868$3.63M0.21%+313F-HRTimeline
Family Office Research LLC10,420$3.48M1.53%13F-HRTimeline
CERTUITY, LLC10,355$3.46M0.38%+2413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,351$3.46M0.03%+1,46713F-HRTimelineGroup
JMG Financial Group, Ltd.10,285$3.44M0.12%-35013F-HRTimeline
Single Point Partners, LLC10,157$3.4M0.78%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK10,042$3.36M0.11%-1,39413F-HRTimelineGroup
WASHINGTON TRUST Co9,992$3.34M0.12%+10013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,991$3.34M0.34%013F-HRTimeline
Sand Hill Global Advisors, LLC9,931$3.32M0.14%-23113F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC9,808$3.28M1.63%+613F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,596$3.21M0.1%+1413F-HRTimeline
SAX WEALTH ADVISORS, LLC9,556$3.19M0.25%-24913F-HRTimeline
Foundation Wealth Management, LLC\PA9,444$3.16M1.53%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,419$3.15M0.02%013F-HRTimeline
Institute for Wealth Management, LLC.9,363$3.13M0.39%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,334$3.12M0.1%+54213F-HRTimeline
Lakeshore Financial Planning, Inc.9,218$3.08M1.31%-1213F-HRTimeline
Integrated Advisors Network LLC9,131$3.05M0.15%013F-HRTimeline
XPONANCE LLC9,085$3.04M0.03%+50713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,066$3.03M0.62%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC8,979$3M0.41%+61913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,894$2.97M0.11%+6,27013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc8,827$2.95M1.83%13F-HRTimeline
CITY HOLDING CO8,765$2.93M0.42%-16413F-HRTimeline
BOK Financial Private Wealth, Inc.8,754$2.93M0.21%-2513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,657$2.89M1.65%-24013F-HRTimeline
Wedmont Private Capital8,473$2.81M0.15%+2013F-HRTimeline
McGlone Suttner Wealth Management, Inc.8,386$2.8M0.47%new13F-HRTimeline
Curi Capital, LLC8,011$2.68M0.06%-3,02013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC7,964$2.66M0.08%-99513F-HRTimeline
NewEdge Wealth, LLC7,937$2.65M0.05%+5,14513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,902$2.64M0.17%013F-HRTimelineGroup
Atria Investments, Inc7,760$2.59M0.03%new13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV7,673$2.56M0.39%-4513F-HRTimeline
Fonville Wealth Management LLC7,600$2.54M0.84%-8213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,511$2.51M0.05%-213F-HRTimeline
RENASANT BANK7,326$2.45M1.59%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,057$2.36M<0.01%+5,24413F-HRTimelineGroup
Rialto Wealth Management, LLC6,925$2.31M0.76%13F-HRTimeline
12th Street Asset Management Company, L…6,837$2.29M0.38%new13F-HRTimeline
Dunhill Financial, LLC6,800$2.27M1.06%+33313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,516$2.27M0.11%+1,70013F-HRTimeline
Bleakley Financial Group, LLC6,779$2.27M0.07%+3,18313F-HRTimeline
SYNOVUS FINANCIAL CORP6,755$2.26M0.03%-3813F-HRTimeline
Dakota Wealth Management6,732$2.25M0.05%+4413F-HRTimeline
IMA Advisory Services, Inc.6,690$2.24M0.27%-10913F-HRTimeline
Lokken Investment Group LLC6,639$2.22M0.96%-28813F-HRTimeline
Geller Advisors LLC6,580$2.2M0.14%-8,80513F-HRTimeline
Meridian Financial Partners LLC6,497$2.17M1.15%-11513F-HRTimeline
Apella Capital, LLC6,429$2.15M0.08%+313F-HRTimeline
XY Planning Network, Inc.6,406$2.14M1.61%13F-HRTimeline
Modera Wealth Management, LLC6,316$2.11M0.03%-1813F-HRTimeline
Dorsey & Whitney Trust CO LLC6,276$2.1M0.12%013F-HRTimeline
GeoWealth Management, LLC6,203$2.07M0.07%+1,48513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,192$2.07M0.18%new13F-HRTimelineGroup
Heritage Financial Services, LLC6,156$2.06M0.27%-26013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,122$2.05M0.13%013F-HRTimeline
HRT FINANCIAL LP6,116$2.04M0.01%-5,60213F-HRTimeline
Estate Counselors, LLC6,115$2.04M0.22%+18013F-HRTimeline
Bakala Capital LLC6,012$2.01M12.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Yardley Wealth Management LLC5,975$2M0.97%-4513F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.5,910$1.98M0.01%new13F-HRTimeline
Cohen Capital Management, Inc.5,887$1.97M0.33%013F-HRTimeline
Pinnacle Financial Partners Inc5,977$1.96M0.04%+22013F-HRTimeline
Manchester Capital Management LLC5,868$1.96M0.23%013F-HRTimeline
Vertex Planning Partners, LLC5,860$1.96M0.43%+35613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP5,858$1.96M0.05%-29,44713F-HRTimeline
Independence Bank of Kentucky5,833$1.95M0.3%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,801$1.94M<0.01%+1213F-HR/ATimeline
MAI Capital Management5,801$1.94M0.01%013F-HRTimeline
Janney Montgomery Scott LLC5,722$1.91M0.01%+1,05813F-HRTimeline
Aptus Capital Advisors, LLC5,659$1.89M0.02%+40213F-HRTimeline
Nvest Financial, LLC5,647$1.89M0.96%+1713F-HRTimeline
SAXON INTERESTS, INC.5,634$1.88M0.83%-1,87813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,584$1.87M1.4%-2713F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,552$1.86M0.04%+26813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,548$1.85M0.26%-35513F-HRTimeline
Verum Partners LLC5,539$1.85M0.53%013F-HRTimeline
CENTRAL TRUST Co5,515$1.84M0.05%013F-HRTimeline
Wealth Architects, LLC5,503$1.84M0.21%-20213F-HRTimeline
Integrated Wealth Concepts LLC5,480$1.83M0.02%+43913F-HRTimeline
Rossmore Private Capital5,467$1.83M0.23%+3,22413F-HRTimeline
BEACON FINANCIAL GROUP5,465$1.83M0.2%-1313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,411$1.81M<0.01%+51313F-HRTimelineGroup
Ledyard National Bank5,396$1.8M0.17%-6213F-HRTimeline
KilterHowling LLC5,190$1.79M1.02%+1613F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,342$1.79M0.02%new13F-HRTimeline
Strategic Blueprint, LLC5,310$1.77M0.11%+13913F-HRTimeline
Portland Global Advisors LLC5,275$1.76M0.22%-2013F-HRTimeline
High Probability Advisors, LLC5,180$1.73M0.31%013F-HRTimeline
MANCHESTER FINANCIAL INC5,051$1.69M0.37%013F-HRTimeline
Jaffetilchin Investment Partners, LLC4,998$1.67M0.12%-2113F-HRTimeline
Farther Finance Advisors, LLC4,994$1.67M0.06%+4,79313F-HRTimeline
Avant Financial Advisors LLC4,957$1.66M1.52%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,957$1.66M0.01%+4,66713F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…4,855$1.62M0.32%-4,91613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,777$1.6M0.13%+1413F-HRTimeline
TOWNSQUARE CAPITAL LLC4,768$1.59M0.02%+7213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,750$1.59M0.02%-1813F-HRTimeline
Crescent Grove Advisors, LLC4,748$1.59M0.16%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…4,722$1.58M0.09%+93513F-HRTimeline
IHT Wealth Management, LLC4,686$1.57M0.05%+15013F-HRTimeline
GC Wealth Management RIA, LLC4,675$1.56M0.27%-10013F-HRTimeline
Sterling Financial Group, Inc.4,670$1.56M0.58%013F-HRTimeline
New England Private Wealth Advisors LLC4,663$1.56M0.25%+18313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,574$1.53M0.05%+76313F-HRTimeline
Chesley Taft & Associates LLC4,523$1.51M0.07%013F-HRTimeline
waypoint wealth counsel4,514$1.51M0.98%+73913F-HRTimeline
MOTIVE WEALTH ADVISORS4,508$1.51M0.81%-3613F-HRTimeline
World Investment Advisors4,502$1.5M0.04%+1,18113F-HRTimeline
BIP Wealth, LLC4,437$1.48M0.1%-8813F-HRTimeline
CVA Family Office, LLC4,400$1.47M0.23%013F-HRTimeline
Sanctuary Advisors, LLC4,235$1.47M0.01%-10913F-HRTimeline
J.W. COLE ADVISORS, INC.4,298$1.44M0.06%-2813F-HRTimeline
Tennessee Valley Asset Management Partn…4,249$1.42M0.24%013F-HRTimeline
D.A. DAVIDSON & CO.4,207$1.41M0.01%-42313F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,203$1.4M0.24%013F-HRTimeline
Evercore Wealth Management, LLC4,192$1.4M0.02%-7513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,176$1.4M0.02%013F-HRTimeline
Sigma Planning Corp4,139$1.38M0.04%-89913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,111$1.37M<0.01%+1,90213F-HRTimelineGroup
CW Advisors, LLC4,083$1.36M0.02%-1,10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,069$1.36M<0.01%+43113F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,032$1.35M0.01%+3213F-HRTimeline
Vise Technologies, Inc.4,032$1.35M0.11%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,000$1.34M0.17%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,985$1.33M0.25%new13F-HRTimeline
FINANCIAL COUNSELORS INC3,925$1.31M0.02%-36513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,917$1.31M0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,916$1.31M0.11%-75913F-HR/ATimeline
SilverOak Wealth Management LLC3,910$1.31M0.28%013F-HRTimeline
Stonegate Investment Group, LLC3,900$1.3M0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,899$1.3M0.08%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,895$1.3M0.34%+2613F-HRTimeline
Abacus Planning Group, Inc.3,882$1.3M0.23%013F-HRTimeline
MIdWestOne Financial Group, Inc.3,856$1.29M0.18%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,846$1.29M0.13%+11813F-HRTimelineGroup
Asset Dedication, LLC3,838$1.28M0.1%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,822$1.28M0.15%-20413F-HRTimeline
Lowe Wealth Advisors, LLC3,780$1.26M0.54%-50913F-HRTimeline
Sensible Money, LLC3,729$1.25M0.55%013F-HRTimeline
ETF Portfolio Partners, Inc.3,677$1.23M0.37%-1,36213F-HRTimeline
Pure Financial Advisors, LLC3,664$1.22M0.03%+4613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,596$1.2M0.05%013F-HRTimeline
EVOKE WEALTH, LLC3,587$1.2M0.03%-11213F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…3,584$1.2M1.24%13F-HRTimeline
Retirement Planning Group, LLC3,577$1.2M0.06%013F-HRTimeline
Baring Financial LLC3,576$1.2M1.07%13F-HRTimeline
Firestone Capital Management3,571$1.19M0.3%+413F-HRTimeline
Indiana Trust & Investment Management Co3,547$1.19M0.4%013F-HRTimeline
Stokes Family Office, LLC3,500$1.17M0.12%013F-HRTimeline
Atala Financial Inc3,469$1.16M0.81%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,467$1.16M0.03%013F-HRTimelineGroup
First Interstate Bank3,449$1.15M0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,426$1.15M0.05%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,421$1.14M0.02%-6113F-HRTimelineGroup
Mutual Advisors, LLC3,344$1.13M0.03%-29013F-HRTimeline
Bernardo Wealth Planning LLC3,411$1.13M0.27%013F-HRTimeline
Fort Sheridan Advisors LLC3,363$1.12M0.16%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,350$1.12M0.09%-3313F-HRTimeline
AGILIS PARTNERS LLC3,318$1.11M0.33%-22413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,299$1.1M0.03%+38213F-HRTimelineGroup
SONATA CAPITAL GROUP INC3,280$1.1M0.45%-2013F-HRTimeline
Zions Bancorporation, N.A.3,270$1.09M0.07%013F-HRTimeline
XML Financial, LLC3,245$1.08M0.1%-4713F-HRTimeline
HALL LAURIE J TRUSTEE3,231$1.08M0.35%013F-HRTimeline
Kovack Advisors, Inc.3,209$1.07M0.11%-1913F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,189$1.07M0.31%+1013F-HRTimeline
Graypoint LLC3,188$1.07M0.06%-8013F-HRTimeline
Smith Salley Wealth Management3,187$1.07M0.07%+813F-HRTimeline
Visionary Wealth Advisors3,172$1.06M0.06%+1013F-HRTimeline