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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

820 managers (825 13F filers) reported a position in IWV shares at 2025-06-30, 26,662,029 shares in all. 53 filers opened a position and 38 filers sold out during the quarter.

Managers
820
13F filers
825
New
53
Added
215
Reduced
263
Sold out
38
Shares held by filers
26,662,029

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Prime Capital Investment Advisors, LLC12,401$4.35M0.06%+84813F-HRTimeline
Blue Fin Capital, Inc.12,285$4.31M0.73%-65713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,984$4.21M0.03%-22113F-HRTimeline
HRT FINANCIAL LP11,679$4.1M0.02%+4,86613F-HRTimeline
COUNTRY CLUB BANK11,608$4.05M0.25%-11313F-HRTimeline
Sequoia Financial Advisors, LLC11,452$4.02M0.03%-1,13913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,360$3.99M0.56%-16013F-HRTimeline
Chesapeake Wealth Management11,144$3.91M1.3%-50413F-HRTimeline
First Heartland Consultants, Inc.10,921$3.83M0.34%-15,29913F-HRTimeline
SAX WEALTH ADVISORS, LLC10,671$3.75M0.23%+66013F-HRTimeline
Single Point Partners, LLC10,654$3.74M0.82%+49013F-HRTimeline
McClarren Financial Advisors, Inc.10,544$3.7M2.41%+3,41113F-HRTimeline
CERTUITY, LLC10,395$3.65M0.34%+2013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,313$3.62M0.03%+61113F-HRTimelineGroup
Zhang Financial LLC10,264$3.6M0.17%-8913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,179$3.57M0.01%+8,12013F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,094$3.54M0.04%-27813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,055$3.53M0.01%new13F-HRTimelineGroup
IRONWOOD INVESTMENT MANAGEMENT LLC9,982$3.5M1.7%+18913F-HRTimeline
WASHINGTON TRUST Co9,961$3.5M0.12%-3513F-HRTimeline
Sterling Capital Management LLC9,896$3.47M0.05%-2,68613F-HR/ATimeline
Sand Hill Global Advisors, LLC9,855$3.46M0.13%-2613F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,608$3.37M0.1%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,394$3.3M0.35%-1,23013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,366$3.29M0.02%-2413F-HRTimeline
Institute for Wealth Management, LLC.9,363$3.29M0.37%013F-HRTimeline
Foundation Wealth Management, LLC\PA9,341$3.28M1.42%-10313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,197$3.23M0.44%-14913F-HRTimelineGroup
Family Office Research LLC9,188$3.23M1.53%-7313F-HRTimeline
Lakeshore Financial Planning, Inc.9,149$3.21M1.29%-3013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,066$3.18M0.54%013F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC9,001$3.16M0.39%+813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,958$3.14M0.01%013F-HRTimelineGroup
Wedmont Private Capital8,821$3.13M0.13%+1713F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc8,918$3.13M1.79%+16113F-HRTimeline
Atria Wealth Solutions, Inc.8,791$3.09M0.07%-2,00813F-HRTimeline
BOK Financial Private Wealth, Inc.8,754$3.07M0.2%013F-HRTimeline
FIDUCIENT ADVISORS LLC8,691$3.05M0.37%-69613F-HRTimeline
DHK Financial Advisors, Inc.8,625$3.03M1.74%-11,22513F-HRTimeline
XY Planning Network, Inc.8,613$3.02M1.03%+2,47813F-HRTimeline
Empowered Funds, LLC8,491$2.98M0.03%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,477$2.98M1.75%-18013F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,445$2.96M0.09%-79913F-HRTimeline
CITY HOLDING CO8,421$2.96M0.39%-31513F-HRTimeline
JMG Financial Group, Ltd.8,349$2.93M0.09%-1,93613F-HRTimeline
Integrated Advisors Network LLC8,317$2.92M0.13%-65013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,078$2.84M0.72%+713F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.8,031$2.82M0.01%+7,28013F-HRTimeline
NewEdge Wealth, LLC7,823$2.81M0.04%-8813F-HRTimeline
Castle Rock Wealth Management, LLC7,773$2.79M0.65%-3,36913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,845$2.75M0.02%-24513F-HRTimeline
MAI Capital Management7,702$2.7M0.02%+1,89713F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV7,673$2.69M0.37%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,612$2.67M0.17%-29013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO7,445$2.61M0.04%-6213F-HRTimeline
RENASANT BANK7,326$2.57M1.72%013F-HRTimeline
Fonville Wealth Management LLC7,309$2.57M0.65%-7213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC7,045$2.47M1.03%-2,33213F-HRTimeline
Rialto Wealth Management, LLC6,787$2.38M0.67%013F-HRTimeline
IMA Advisory Services, Inc.6,690$2.35M0.25%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,593$2.31M0.1%+813F-HRTimelineGroup
Modera Wealth Management, LLC6,474$2.27M0.03%+31613F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,464$2.27M0.05%+36013F-HRTimeline
Pinnacle Financial Partners Inc6,396$2.24M0.05%+6813F-HRTimeline
Signature Resources Capital Management,…6,380$2.24M1.36%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,364$2.23M0.13%+28413F-HRTimeline
Meridian Financial Partners LLC6,348$2.23M1.05%-17713F-HRTimeline
Dakota Wealth Management6,320$2.22M0.05%-41213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,300$2.21M0.1%-51613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,290$2.21M0.01%-1613F-HRTimelineGroup
Apella Capital, LLC6,190$2.19M0.06%-24213F-HRTimeline
XPONANCE LLC6,226$2.19M0.02%-7,03713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,192$2.17M0.16%013F-HRTimelineGroup
GeoWealth Management, LLC6,147$2.16M0.08%-24513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,100$2.14M<0.01%+2,30013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6,065$2.13M0.01%-5713F-HRTimeline
Dorsey & Whitney Trust CO LLC5,907$2.07M0.11%-76913F-HRTimeline
Avant Financial Advisors LLC5,855$2.06M1.69%+72813F-HRTimeline
Yardley Wealth Management LLC5,833$2.05M1.12%013F-HRTimeline
Nvest Financial, LLC5,676$1.99M1.04%+1513F-HRTimeline
Aptus Capital Advisors, LLC5,662$1.99M0.02%+413F-HRTimeline
CW Advisors, LLC5,659$1.99M0.02%+1,57413F-HRTimeline
Independence Bank of Kentucky5,634$1.98M0.28%-413F-HRTimeline
Strategic Blueprint, LLC5,603$1.97M0.1%+26213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,548$1.95M0.25%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,544$1.95M1.41%-1313F-HRTimeline
Verum Partners LLC5,539$1.94M0.45%013F-HRTimeline
Heritage Financial Services, LLC5,537$1.94M0.19%-22613F-HRTimeline
Wealth Architects, LLC5,495$1.93M0.2%-813F-HRTimeline
CENTRAL TRUST Co5,484$1.92M0.04%013F-HRTimeline
Vertex Planning Partners, LLC5,470$1.92M0.4%-32013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,416$1.9M0.05%-11513F-HRTimeline
Cambria Investment Management, L.P.5,341$1.87M0.13%new13F-HRTimeline
BEACON FINANCIAL GROUP5,290$1.86M0.19%-2313F-HRTimeline
Portland Global Advisors LLC5,275$1.85M0.22%013F-HRTimeline
BCS Private Wealth Management, Inc.5,241$1.84M0.69%13F-HRTimeline
KilterHowling LLC5,217$1.83M1.09%+1413F-HRTimeline
High Probability Advisors, LLC5,180$1.82M0.27%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,117$1.8M0.06%new13F-HRTimeline
MANCHESTER FINANCIAL INC5,051$1.77M0.37%013F-HRTimeline
Cohen Capital Management, Inc.5,037$1.77M0.29%-85013F-HRTimeline
Harvest Investment Services, LLC5,031$1.77M0.39%-3513F-HRTimeline
Ledyard National Bank5,024$1.76M0.17%-27813F-HRTimeline
Avidian Wealth Enterprises, LLC4,996$1.75M0.07%+1,63113F-HRTimeline
Sigma Planning Corp4,971$1.74M0.05%+78113F-HRTimeline
Jaffetilchin Investment Partners, LLC4,907$1.72M0.11%-9813F-HRTimeline
SYNOVUS FINANCIAL CORP4,870$1.71M0.02%-2,08113F-HRTimeline
waypoint wealth counsel4,833$1.7M0.84%+30813F-HRTimeline
New England Private Wealth Advisors LLC4,687$1.69M0.25%+1213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,795$1.68M0.12%+913F-HRTimeline
Dunhill Financial, LLC4,746$1.67M0.48%-91513F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…4,675$1.64M0.1%+6113F-HRTimeline
Sterling Financial Group, Inc.4,670$1.64M0.55%013F-HRTimeline
GC Wealth Management RIA, LLC4,649$1.63M0.13%-613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,598$1.61M0.02%-21513F-HRTimeline
Integrated Wealth Concepts LLC4,550$1.6M0.02%-913F-HRTimeline
MOTIVE WEALTH ADVISORS4,508$1.58M0.72%013F-HRTimeline
Timonier Family Office, LTD.4,468$1.57M0.59%new13F-HRTimeline
BIP Wealth, LLC4,413$1.55M0.1%-513F-HRTimeline
Chesley Taft & Associates LLC4,388$1.54M0.07%013F-HRTimeline
Sanctuary Advisors, LLC4,388$1.54M0.01%+15213F-HRTimeline
CVA Family Office, LLC4,348$1.53M0.21%+34813F-HRTimeline
World Investment Advisors4,284$1.5M0.03%+6313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,280$1.5M0.03%+81313F-HRTimelineGroup
Evercore Wealth Management, LLC4,252$1.49M0.02%013F-HRTimeline
Tennessee Valley Asset Management Partn…4,249$1.49M0.38%013F-HRTimeline
D.A. DAVIDSON & CO.4,179$1.47M0.01%+113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,147$1.46M0.02%013F-HRTimeline
Vise Technologies, Inc.4,081$1.43M0.06%13F-HRTimeline
Crescent Grove Advisors, LLC4,023$1.41M0.14%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,983$1.4M0.03%+1,18913F-HRTimeline
Stonegate Investment Group, LLC3,912$1.37M0.03%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,898$1.37M0.42%+25713F-HRTimeline
Midwest Trust Co3,893$1.37M0.02%13F-HRTimeline
Abacus Planning Group, Inc.3,882$1.36M0.2%013F-HR/ATimeline
Symphony Financial, Ltd. Co.3,852$1.36M0.18%new13F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,873$1.36M0.05%+113F-HRTimelineGroup
SilverOak Wealth Management LLC3,859$1.35M0.25%-5113F-HRTimeline
MIdWestOne Financial Group, Inc.3,856$1.35M0.18%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,846$1.35M0.12%013F-HRTimelineGroup
Asset Dedication, LLC3,838$1.35M0.1%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,822$1.34M0.15%013F-HRTimeline
Lowe Wealth Advisors, LLC3,785$1.33M0.52%-2513F-HRTimeline
Fiduciary Wealth Partners, LLC3,775$1.33M1.25%-1,68513F-HRTimeline
WESBANCO BANK INC3,753$1.32M0.04%+3,11913F-HRTimeline
Sensible Money, LLC3,729$1.31M0.5%013F-HRTimeline
Firestone Capital Management3,725$1.31M0.31%+15113F-HRTimeline
Arax Advisory Partners3,716$1.3M0.06%new13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,714$1.3M0.35%-5013F-HRTimeline
Pure Financial Advisors, LLC3,704$1.3M0.02%+6513F-HRTimeline
Steward Partners Investment Advisory, L…3,704$1.3M0.01%-2813F-HRTimeline
ETF Portfolio Partners, Inc.3,702$1.3M0.36%+3113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,619$1.27M<0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,616$1.27M0.06%+2,47513F-HRTimelineGroup
Retirement Planning Group, LLC3,577$1.26M0.05%013F-HRTimeline
FineMark National Bank & Trust3,564$1.25M0.04%new13F-HRTimeline
Indiana Trust & Investment Management Co3,547$1.24M0.41%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC3,542$1.24M0.15%+64013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,500$1.23M0.15%-50013F-HRTimeline
Stokes Family Office, LLC3,500$1.23M0.13%013F-HRTimeline
Wellspring Financial Advisors, LLC3,496$1.23M0.12%new13F-HRTimeline
GTS SECURITIES LLC3,476$1.22M0.05%-3,59913F-HRTimeline
Stonebrook Private Inc.3,459$1.21M0.28%-113F-HRTimeline
Bernardo Wealth Planning LLC3,411$1.2M0.26%013F-HRTimeline
Blue Capital, Inc.3,400$1.19M0.85%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,380$1.19M<0.01%-14413F-HR/ATimelineGroup
Fort Sheridan Advisors LLC3,363$1.18M0.17%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,348$1.18M0.1%+1,58813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,345$1.17M0.02%013F-HRTimeline
Lokken Investment Group LLC3,329$1.17M0.45%-3,16213F-HRTimeline
Atala Financial Inc3,319$1.16M0.8%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,313$1.16M0.09%+813F-HRTimeline
XML Financial, LLC3,302$1.16M0.1%+5713F-HRTimeline
SONATA CAPITAL GROUP INC3,280$1.15M0.46%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,270$1.15M0.06%013F-HRTimeline
IHT Wealth Management, LLC3,240$1.14M0.03%+213F-HRTimeline
Smith Salley Wealth Management3,239$1.14M0.07%+913F-HRTimeline
New Republic Capital, LLC3,239$1.14M0.4%+1,44213F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,189$1.12M0.28%013F-HRTimeline
Graypoint LLC3,189$1.12M0.06%+113F-HRTimeline
Visionary Wealth Advisors3,189$1.12M0.06%+913F-HRTimeline
GHP Investment Advisors, Inc.3,167$1.11M0.05%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,119$1.09M0.01%new13F-HRTimelineGroup
Carter Financial Group, INC.3,115$1.09M0.71%13F-HRTimeline
Parcion Private Wealth LLC3,110$1.09M0.08%013F-HRTimeline
WEDBUSH SECURITIES INC3,108$1.09M0.04%+1013F-HRTimeline
Sage Mountain Advisors LLC3,053$1.07M0.07%013F-HRTimeline
Optivise Advisory Services LLC3,047$1.07M0.55%-9113F-HRTimeline
LWM Advisory Services, LLC3,040$1.07M0.74%013F-HRTimeline
E&G Advisors, LLC3,002$1.05M0.27%013F-HRTimeline
Paulson Wealth Management Inc.2,982$1.05M0.27%new13F-HRTimeline
Frank, Rimerman Advisors LLC2,978$1.05M0.07%-1,45013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,975$1.04M0.01%013F-HRTimeline
Beaumont Asset Management, L.L.C.2,945$1.03M0.55%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,936$1.03M0.09%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV2,902$1.02M0.21%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,850$1M0.15%-19013F-HRTimeline
Rossmore Private Capital2,842$998K0.12%-2,71513F-HRTimeline
EVOKE WEALTH, LLC2,837$996K0.02%-75013F-HRTimeline
Dynamic Advisor Solutions LLC2,819$990K0.03%+513F-HRTimeline