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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

802 managers (807 13F filers) reported a position in IWV shares at 2025-03-31, 25,129,874 shares in all. 36 filers opened a position and 67 filers sold out during the quarter.

Managers
802
13F filers
807
New
36
Added
215
Reduced
268
Sold out
67
Shares held by filers
25,129,874

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sterling Capital Management LLC12,582$4M0.06%+34013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,205$3.88M0.03%-7,03113F-HRTimeline
COUNTRY CLUB BANK11,721$3.7M0.25%-28113F-HRTimeline
Chesapeake Wealth Management11,648$3.7M1.32%-41713F-HRTimeline
Prime Capital Investment Advisors, LLC11,553$3.67M0.04%-2413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,520$3.66M0.57%-87513F-HRTimeline
Castle Rock Wealth Management, LLC11,142$3.54M0.96%-2,29113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,127$3.53M<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.10,799$3.43M0.04%-53813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC10,624$3.37M0.34%+63313F-HRTimeline
McClarren Financial Advisors, Inc.7,133$3.34M2.21%new13F-HRTimeline
CERTUITY, LLC10,375$3.3M0.35%+2013F-HRTimeline
Beacon Pointe Advisors, LLC10,372$3.29M0.04%-15,02913F-HRTimeline
Zhang Financial LLC10,353$3.29M0.17%-51513F-HRTimeline
JMG Financial Group, Ltd.10,285$3.27M0.11%013F-HRTimeline
Single Point Partners, LLC10,164$3.23M0.76%+713F-HRTimeline
SAX WEALTH ADVISORS, LLC10,011$3.18M0.23%+45513F-HRTimeline
WASHINGTON TRUST Co9,996$3.18M0.12%+413F-HRTimeline
Sand Hill Global Advisors, LLC9,881$3.14M0.13%-5013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC9,793$3.11M1.7%-1513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,702$3.08M0.03%-64913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC9,680$3.07M<0.01%-3,40013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co9,608$3.05M0.1%+1213F-HRTimeline
Foundation Wealth Management, LLC\PA9,444$3M1.43%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,390$2.98M0.02%-2913F-HRTimeline
FIDUCIENT ADVISORS LLC9,387$2.98M0.37%+6,33213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC9,377$2.98M1.34%-2,33413F-HRTimeline
Institute for Wealth Management, LLC.9,363$2.97M0.38%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,346$2.97M0.43%-69613F-HR/ATimelineGroup
Family Office Research LLC9,261$2.94M1.43%-1,15913F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,244$2.94M0.09%-9013F-HRTimeline
Lakeshore Financial Planning, Inc.9,179$2.92M1.21%-3913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,066$2.88M0.56%013F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC8,993$2.86M0.39%+1413F-HRTimeline
Integrated Advisors Network LLC8,967$2.85M0.14%-16413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,958$2.85M0.01%-2,53913F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc8,757$2.78M1.84%-7013F-HRTimeline
BOK Financial Private Wealth, Inc.8,754$2.78M0.21%013F-HRTimeline
CITY HOLDING CO8,736$2.77M0.39%-2913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,657$2.75M1.64%013F-HRTimeline
Wedmont Private Capital8,804$2.66M0.14%+33113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,152$2.59M<0.01%+1,09513F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT8,090$2.57M0.02%-27,51913F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,071$2.56M0.71%new13F-HR/ATimelineGroup
NewEdge Wealth, LLC7,911$2.51M0.05%-2613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,902$2.51M0.17%013F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV7,673$2.44M0.37%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,507$2.38M0.04%-413F-HRTimeline
RENASANT BANK7,326$2.33M1.54%013F-HRTimeline
Fonville Wealth Management LLC7,381$2.31M0.68%-21913F-HRTimeline
GTS SECURITIES LLC7,075$2.25M0.1%new13F-HRTimeline
SYNOVUS FINANCIAL CORP6,951$2.21M0.03%+19613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,816$2.19M0.1%+30013F-HRTimeline
HRT FINANCIAL LP6,813$2.16M0.01%+69713F-HRTimeline
Rialto Wealth Management, LLC6,787$2.16M0.68%-13813F-HRTimeline
Dakota Wealth Management6,732$2.14M0.05%013F-HRTimeline
IMA Advisory Services, Inc.6,690$2.13M0.25%013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,676$2.12M0.12%+40013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,585$2.09M0.1%+4,86813F-HRTimelineGroup
Pinnacle Financial Partners Inc6,328$2.09M0.04%+35113F-HRTimeline
Meridian Financial Partners LLC6,525$2.07M1.05%+2813F-HRTimeline
Lokken Investment Group LLC6,491$2.06M0.87%-14813F-HRTimeline
GeoWealth Management, LLC6,392$2.03M0.08%+18913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,306$2M0.01%+1,34913F-HRTimelineGroup
Apella Capital, LLC6,432$1.98M0.07%+313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,192$1.97M0.13%013F-HRTimelineGroup
Modera Wealth Management, LLC6,158$1.96M0.03%-15813F-HRTimeline
XY Planning Network, Inc.6,135$1.95M1.3%-27113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6,122$1.94M<0.01%+32113F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,104$1.94M0.05%+55213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,080$1.93M0.14%-4213F-HRTimeline
Cohen Capital Management, Inc.5,887$1.87M0.32%013F-HRTimeline
Yardley Wealth Management LLC5,833$1.85M1.09%-14213F-HRTimeline
MAI Capital Management5,805$1.84M0.01%+413F-HRTimeline
Vertex Planning Partners, LLC5,790$1.84M0.4%-7013F-HRTimeline
Heritage Financial Services, LLC5,763$1.83M0.18%-39313F-HRTimeline
Nvest Financial, LLC5,661$1.8M0.96%+1413F-HRTimeline
Dunhill Financial, LLC5,661$1.8M0.82%-1,13913F-HRTimeline
Aptus Capital Advisors, LLC5,658$1.8M0.02%-113F-HRTimeline
Independence Bank of Kentucky5,638$1.79M0.28%-19513F-HRTimeline
Rossmore Private Capital5,557$1.77M0.22%+9013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,557$1.77M1.34%-2713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,548$1.76M0.24%013F-HRTimeline
Verum Partners LLC5,539$1.76M0.47%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,531$1.76M0.06%+95713F-HRTimeline
Wealth Architects, LLC5,503$1.75M0.19%013F-HR/ATimeline
CENTRAL TRUST Co5,484$1.74M0.04%-3113F-HRTimeline
Fiduciary Wealth Partners, LLC5,460$1.73M1.5%13F-HRTimeline
Strategic Blueprint, LLC5,341$1.7M0.09%+3113F-HRTimeline
Almanack Investment Partners, LLC.5,315$1.69M0.33%new13F-HRTimeline
BEACON FINANCIAL GROUP5,313$1.69M0.18%-15213F-HRTimeline
Ledyard National Bank5,302$1.68M0.17%-9413F-HRTimeline
Portland Global Advisors LLC5,275$1.68M0.21%013F-HRTimeline
KilterHowling LLC5,203$1.67M1.08%+1313F-HRTimeline
High Probability Advisors, LLC5,180$1.65M0.27%013F-HRTimeline
Avant Financial Advisors LLC5,127$1.63M1.48%+17013F-HRTimeline
Harvest Investment Services, LLC5,066$1.61M0.45%new13F-HRTimeline
MANCHESTER FINANCIAL INC5,051$1.6M0.36%013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,005$1.59M0.12%+713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,842$1.54M<0.01%-12,08013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,813$1.53M0.02%+6313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,786$1.52M0.12%+913F-HRTimeline
New England Private Wealth Advisors LLC4,675$1.48M0.23%+1213F-HRTimeline
Sterling Financial Group, Inc.4,670$1.48M0.53%013F-HRTimeline
GC Wealth Management RIA, LLC4,655$1.48M0.27%-2013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…4,614$1.47M0.1%-10813F-HRTimeline
Integrated Wealth Concepts LLC4,559$1.45M0.02%-92113F-HRTimeline
waypoint wealth counsel4,525$1.44M0.9%+1113F-HRTimeline
MOTIVE WEALTH ADVISORS4,508$1.43M0.77%013F-HRTimeline
FSA WEALTH PARTNERS, INC.4,432$1.41M0.53%-7,95113F-HRTimeline
Frank, Rimerman Advisors LLC4,428$1.41M0.11%+2,96513F-HRTimeline
BIP Wealth, LLC4,418$1.4M0.09%-1913F-HRTimeline
Chesley Taft & Associates LLC4,388$1.39M0.07%-13513F-HRTimeline
TOWNSQUARE CAPITAL LLC4,329$1.38M0.01%-43913F-HRTimeline
Clark Capital Management Group, Inc.4,311$1.37M0.01%-35,90113F-HRTimeline
Evercore Wealth Management, LLC4,252$1.35M0.02%+6013F-HRTimeline
Tennessee Valley Asset Management Partn…4,249$1.35M0.22%013F-HRTimeline
Sanctuary Advisors, LLC4,236$1.35M0.01%+113F-HRTimeline
World Investment Advisors4,221$1.34M0.03%-28113F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,203$1.34M0.22%013F-HRTimeline
Sigma Planning Corp4,190$1.33M0.04%+5113F-HRTimeline
D.A. DAVIDSON & CO.4,178$1.33M0.01%-2913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,147$1.32M0.02%-2913F-HRTimeline
CW Advisors, LLC4,085$1.3M0.02%+213F-HRTimeline
Crescent Grove Advisors, LLC4,023$1.28M0.13%-72513F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,000$1.27M0.16%013F-HRTimeline
CVA Family Office, LLC4,000$1.27M0.19%-40013F-HRTimeline
Stonegate Investment Group, LLC3,912$1.24M0.03%+1213F-HRTimeline
SilverOak Wealth Management LLC3,910$1.24M0.27%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,899$1.24M0.08%013F-HRTimeline
FINANCIAL COUNSELORS INC3,893$1.24M0.02%-3213F-HRTimeline
Abacus Planning Group, Inc.3,882$1.23M0.22%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,872$1.23M0.05%+44613F-HRTimelineGroup
MIdWestOne Financial Group, Inc.3,856$1.22M0.17%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,846$1.22M0.12%013F-HRTimelineGroup
Asset Dedication, LLC3,838$1.22M0.1%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,822$1.21M0.15%013F-HRTimeline
Lowe Wealth Advisors, LLC3,810$1.21M0.51%+3013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,800$1.21M<0.01%-7,50013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,764$1.2M0.35%-13113F-HRTimeline
Steward Partners Investment Advisory, L…3,732$1.19M0.01%-30013F-HRTimeline
Sensible Money, LLC3,729$1.18M0.51%013F-HRTimeline
Schechter Investment Advisors, LLC3,716$1.18M0.1%new13F-HRTimeline
ETF Portfolio Partners, Inc.3,671$1.17M0.35%-613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,641$1.16M0.39%+98413F-HRTimeline
Pure Financial Advisors, LLC3,639$1.16M0.02%-2513F-HRTimeline
EVOKE WEALTH, LLC3,587$1.14M0.03%013F-HRTimeline
Retirement Planning Group, LLC3,577$1.14M0.05%013F-HRTimeline
Firestone Capital Management3,574$1.14M0.3%+313F-HRTimeline
Indiana Trust & Investment Management Co3,547$1.13M0.41%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,524$1.12M<0.01%-58713F-HRTimelineGroup
Stokes Family Office, LLC3,500$1.11M0.12%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,467$1.1M0.03%013F-HRTimelineGroup
Stonebrook Private Inc.3,460$1.1M0.29%+2,52513F-HRTimeline
Bernardo Wealth Planning LLC3,411$1.08M0.26%013F-HR/ATimeline
Avidian Wealth Enterprises, LLC3,365$1.07M0.05%+78913F-HRTimeline
Fort Sheridan Advisors LLC3,363$1.07M0.16%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,345$1.06M0.02%+2,02013F-HRTimeline
Atala Financial Inc3,319$1.05M0.77%-15013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,305$1.05M0.09%-4513F-HRTimeline
SONATA CAPITAL GROUP INC3,280$1.04M0.45%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,270$1.04M0.07%13F-HRTimeline
XML Financial, LLC3,245$1.03M0.1%013F-HRTimeline
Well Done, LLC3,082$1.03M0.19%-10613F-HRTimeline
IHT Wealth Management, LLC3,238$1.03M0.03%-1,44813F-HRTimeline
Smith Salley Wealth Management3,230$1.03M0.07%+4313F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,189$1.01M0.29%013F-HRTimeline
Graypoint LLC3,188$1.01M0.06%013F-HRTimeline
Visionary Wealth Advisors3,180$1.01M0.06%+813F-HRTimeline
Qube Research & Technologies Ltd3,167$1.01M<0.01%+2,26513F-HRTimeline
GHP Investment Advisors, Inc.3,167$1.01M0.05%+113F-HRTimeline
Optivise Advisory Services LLC3,138$997K0.56%013F-HRTimeline
Parcion Private Wealth LLC3,110$988K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC3,098$984K0.04%+613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,097$984K0.03%new13F-HRTimelineGroup
Sage Mountain Advisors LLC3,053$970K0.07%013F-HRTimeline
Ironwood Wealth Management, LLC.3,045$967K0.3%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…3,040$966K0.15%new13F-HRTimeline
LWM Advisory Services, LLC3,040$966K0.67%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,018$959K<0.01%new13F-HRTimelineGroup
E&G Advisors, LLC3,002$954K0.27%013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,975$945K0.01%013F-HRTimeline
Beaumont Asset Management, L.L.C.2,945$935K0.57%-2513F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,936$933K0.09%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV2,902$922K0.2%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,902$922K0.12%-4613F-HRTimeline
Red Spruce Capital, LLC2,878$914K0.43%-19413F-HRTimeline
CM WEALTH ADVISORS LLC2,869$911K0.29%013F-HRTimeline
Dynamic Advisor Solutions LLC2,814$894K0.03%+413F-HRTimeline
SkyOak Wealth, LLC2,813$894K0.2%-4513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,808$892K0.04%new13F-HRTimelineGroup
Jackson Wealth Management, LLC2,801$890K0.11%013F-HRTimeline
Old Mission Investment Co LLC2,800$889K0.27%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,794$887K0.03%-1,50413F-HRTimeline
Glenview Trust Co2,787$885K0.02%013F-HR/ATimeline
CAMDEN NATIONAL BANK2,765$878K0.13%013F-HRTimeline
Sargent Investment Group, LLC2,764$878K0.14%+1,99113F-HRTimeline
Aegis Wealth Management LLC2,750$874K0.51%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,730$867K<0.01%-22513F-HRTimelineGroup
Aprio Wealth Management, LLC2,729$867K0.11%013F-HRTimeline