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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 2025-09-30, 25,436,104 shares in all. 41 filers opened a position and 29 filers sold out during the quarter.

Managers
820
13F filers
825
New
41
Added
204
Reduced
281
Sold out
29
Shares held by filers
25,436,104

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Blue Fin Capital, Inc.12,177$4.61M0.73%-10813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,116$4.59M0.01%+2,06113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,907$4.51M0.03%-7713F-HRTimeline
Curi Capital, LLC11,723$4.44M0.08%-1,01413F-HRTimeline
Sequoia Financial Advisors, LLC11,674$4.42M0.03%+22213F-HRTimeline
New Republic Capital, LLC11,535$4.37M1.34%+8,29613F-HRTimeline
COUNTRY CLUB BANK11,534$4.36M0.26%-7413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,360$4.3M0.55%013F-HRTimeline
Simmons Bankin group Simmons Bank11,026$4.18M0.28%-1,40113F-HRTimelineGroup
First Heartland Consultants, Inc.10,884$4.12M0.33%-3713F-HRTimeline
HRT FINANCIAL LP10,803$4.09M0.02%-87613F-HRTimeline
Single Point Partners, LLC10,675$4.05M0.82%+2113F-HRTimeline
XPONANCE LLC10,622$4.03M0.03%+4,39613F-HRTimeline
Chesapeake Wealth Management10,609$4.02M1.23%-53513F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC10,455$3.96M1.73%+47313F-HRTimeline
McClarren Financial Advisors, Inc.7,137$3.95M2.42%-3,40713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,393$3.94M0.03%+8013F-HRTimelineGroup
CERTUITY, LLC10,241$3.88M0.27%-15413F-HRTimeline
SAX WEALTH ADVISORS, LLC10,220$3.87M0.21%-45113F-HRTimeline
Zhang Financial LLC10,100$3.83M0.16%-16413F-HRTimeline
LM Advisors LLC9,849$3.73M0.54%+8,84913F-HRTimeline
Sand Hill Global Advisors, LLC9,802$3.71M0.13%-5313F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,608$3.64M0.1%013F-HRTimeline
WASHINGTON TRUST Co9,427$3.57M0.12%-53413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,403$3.56M0.02%+3713F-HRTimeline
Institute for Wealth Management, LLC.9,363$3.55M0.37%013F-HRTimeline
My Personal CFO, LLC9,286$3.52M1.36%new13F-HRTimeline
Foundation Wealth Management, LLC\PA9,286$3.52M1.36%-5513F-HRTimeline
Fiduciary Wealth Partners, LLC9,235$3.5M1.47%+5,46013F-HRTimeline
Lakeshore Financial Planning, Inc.9,124$3.46M1.28%-2513F-HRTimeline
Family Office Research LLC9,087$3.44M1.51%-10113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,066$3.44M0.53%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC9,009$3.41M0.39%+813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,944$3.39M0.01%-1413F-HRTimelineGroup
Wedmont Private Capital8,837$3.36M0.12%+1613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,754$3.32M0.01%+2,68913F-HRTimeline
BOK Financial Private Wealth, Inc.8,752$3.32M0.21%-213F-HRTimeline
Mosaic Advisors LLC8,729$3.31M8.02%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK8,635$3.27M0.42%-56213F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC8,524$3.23M0.33%-87013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,477$3.21M1.7%013F-HRTimeline
FIDUCIENT ADVISORS LLC8,375$3.17M0.37%-31613F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc8,299$3.14M1.66%-61913F-HRTimeline
JMG Financial Group, Ltd.8,252$3.13M0.09%-9713F-HRTimeline
Integrated Advisors Network LLC8,223$3.12M0.13%-9413F-HRTimeline
CITY HOLDING CO8,130$3.08M0.39%-29113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,078$3.06M0.69%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC8,019$3.05M0.67%+24613F-HRTimeline
Financial Engines Advisors L.L.C.8,018$3.04M0.01%-1313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,013$3.04M0.02%+16813F-HRTimeline
XY Planning Network, Inc.8,613$3.02M1.03%013F-HRTimeline
NewEdge Wealth, LLC7,830$3.01M0.04%+713F-HRTimeline
MAI Capital Management7,834$2.97M0.02%+13213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,612$2.88M0.18%013F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV7,607$2.88M0.37%-6613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,401$2.8M0.04%-4413F-HRTimeline
RENASANT BANK7,326$2.78M1.76%013F-HRTimeline
Sterling Capital Management LLC7,315$2.77M0.04%-2,58113F-HRTimeline
Fonville Wealth Management LLC7,228$2.74M0.62%-8113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC7,040$2.67M1.01%-513F-HRTimeline
IMA Advisory Services, Inc.6,690$2.54M0.26%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,609$2.5M0.05%+14513F-HRTimeline
Rialto Wealth Management, LLC6,559$2.49M0.64%-22813F-HRTimeline
Modera Wealth Management, LLC6,403$2.43M0.03%-7113F-HRTimeline
Signature Resources Capital Management,…6,380$2.42M1.32%013F-HRTimeline
GeoWealth Management, LLC6,335$2.4M0.09%+18813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,331$2.4M0.14%-3313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,300$2.39M<0.01%+20013F-HRTimeline
Meridian Financial Partners LLC6,231$2.39M0.99%-11713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,282$2.38M0.01%-813F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp6,208$2.35M0.11%-38513F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …6,192$2.35M0.29%013F-HR/ATimelineGroup
Apella Capital, LLC6,192$2.33M0.05%+213F-HRTimeline
Janney Montgomery Scott LLC6,038$2.29M0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,910$2.24M<0.01%-4,26913F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC5,907$2.24M0.12%013F-HRTimeline
Vertex Planning Partners, LLC5,815$2.2M0.42%+34513F-HRTimeline
Yardley Wealth Management LLC5,804$2.2M1.23%-2913F-HRTimeline
Avant Financial Advisors LLC5,712$2.16M1.63%-14313F-HRTimeline
Strategic Blueprint, LLC5,695$2.16M0.09%+9213F-HRTimeline
Nvest Financial, LLC5,690$2.16M1.24%+1413F-HRTimeline
Aptus Capital Advisors, LLC5,659$2.14M0.02%-313F-HRTimeline
Independence Bank of Kentucky5,620$2.13M0.27%-1413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,548$2.1M0.25%013F-HRTimeline
Verum Partners LLC5,539$2.1M0.45%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,504$2.09M1.41%-4013F-HRTimeline
Wealth Architects, LLC5,495$2.08M0.2%013F-HRTimeline
CENTRAL TRUST Co5,484$2.08M0.04%013F-HRTimeline
Cambria Investment Management, L.P.5,419$2.05M0.12%+7813F-HR/ATimeline
Empowered Funds, LLC5,419$2.05M0.02%-3,07213F-HRTimeline
Heritage Financial Services, LLC5,395$2.04M0.18%-14213F-HRTimeline
Sigma Planning Corp5,365$2.03M0.06%+39413F-HRTimeline
Portland Global Advisors LLC5,275$2M0.22%013F-HRTimeline
BCS Private Wealth Management, Inc.5,241$1.99M0.71%013F-HRTimeline
KilterHowling LLC5,230$1.98M1.1%+1313F-HRTimeline
BEACON FINANCIAL GROUP5,223$1.98M0.19%-6713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,219$1.98M0.05%-19713F-HRTimeline
High Probability Advisors, LLC5,180$1.96M0.27%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,117$1.94M0.06%013F-HRTimeline
Harvest Investment Services, LLC5,063$1.92M0.39%+3213F-HRTimeline
MANCHESTER FINANCIAL INC5,051$1.91M0.38%013F-HRTimeline
Avidian Wealth Enterprises, LLC5,001$1.89M0.07%+513F-HRTimeline
Ledyard National Bank4,931$1.87M0.17%-9313F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…4,927$1.87M0.11%+25213F-HRTimeline
SYNOVUS FINANCIAL CORP4,904$1.86M0.02%+3413F-HRTimeline
Jaffetilchin Investment Partners, LLC4,859$1.84M0.11%-4813F-HRTimeline
waypoint wealth counsel4,845$1.84M0.73%+1213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,804$1.82M0.12%+913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,750$1.8M0.08%-1,55013F-HRTimeline
Integrated Wealth Concepts LLC4,698$1.78M0.02%+14813F-HRTimeline
Sterling Financial Group, Inc.4,670$1.77M0.56%013F-HRTimeline
Cohen Capital Management, Inc.4,637$1.76M0.27%-40013F-HRTimeline
Sanctuary Advisors, LLC4,575$1.73M0.01%+18713F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,559$1.73M0.01%-3913F-HRTimeline
GC Wealth Management RIA, LLC4,548$1.72M0.06%-10113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,547$1.72M0.05%+2,33713F-HRTimeline
New England Private Wealth Advisors LLC4,545$1.72M0.23%-14213F-HRTimeline
MOTIVE WEALTH ADVISORS4,508$1.71M0.74%013F-HRTimeline
Dunhill Financial, LLC4,476$1.7M0.44%-27013F-HRTimeline
Timonier Family Office, LTD.4,468$1.69M0.55%013F-HRTimeline
BIP Wealth, LLC4,405$1.67M0.08%-813F-HRTimeline
CVA Family Office, LLC4,348$1.65M0.21%013F-HRTimeline
Chesley Taft & Associates LLC4,338$1.64M0.07%-5013F-HRTimeline
Tennessee Valley Asset Management Partn…4,249$1.61M0.22%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,226$1.6M0.03%-5413F-HRTimelineGroup
Well Done, LLC4,192$1.59M0.27%+1,67113F-HRTimeline
D.A. DAVIDSON & CO.4,180$1.58M0.01%+113F-HRTimeline
Evercore Wealth Management, LLC4,142$1.57M0.02%-11013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,142$1.57M0.02%-513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,087$1.55M0.06%+47113F-HRTimelineGroup
Crescent Grove Advisors, LLC3,968$1.5M0.14%-5513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,905$1.48M0.43%+713F-HRTimeline
Midwest Trust Co3,893$1.48M0.02%013F-HRTimeline
Stonegate Investment Group, LLC3,885$1.47M0.03%-2713F-HRTimeline
Abacus Planning Group, Inc.3,882$1.47M0.2%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,880$1.47M0.03%-10313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,874$1.47M0.04%+113F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,860$1.46M0.13%+1413F-HRTimelineGroup
SilverOak Wealth Management LLC3,859$1.46M0.25%013F-HRTimeline
MIdWestOne Financial Group, Inc.3,856$1.46M0.18%013F-HRTimeline
Pure Financial Advisors, LLC3,848$1.46M0.02%+14413F-HRTimeline
Asset Dedication, LLC3,838$1.45M0.1%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,822$1.45M0.15%013F-HRTimeline
Steward Partners Investment Advisory, L…3,789$1.44M0.01%+8513F-HRTimeline
WESBANCO BANK INC3,753$1.42M0.04%013F-HRTimeline
Retirement Planning Group, LLC3,749$1.42M0.05%+17213F-HRTimeline
Sensible Money, LLC3,729$1.41M0.48%013F-HRTimeline
Firestone Capital Management3,728$1.41M0.31%+313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,714$1.41M0.28%013F-HRTimeline
Cambridge Financial Group, LLC3,707$1.4M0.45%new13F-HRTimeline
ETF Portfolio Partners, Inc.3,690$1.4M0.37%-1213F-HRTimeline
World Investment Advisors3,651$1.38M0.03%-63313F-HRTimeline
Blue Capital, Inc.3,597$1.36M1.01%+19713F-HRTimeline
Atria Investments, Inc3,576$1.36M0.02%new13F-HRTimeline
FineMark National Bank & Trust3,564$1.35M0.04%013F-HRTimeline
Indiana Trust & Investment Management Co3,547$1.34M0.41%013F-HRTimeline
Lowe Wealth Advisors, LLC3,512$1.33M0.49%-27313F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,500$1.33M0.15%013F-HRTimeline
Stokes Family Office, LLC3,500$1.33M0.13%013F-HRTimeline
Wellspring Financial Advisors, LLC3,496$1.32M0.12%013F-HRTimeline
Bernardo Wealth Planning LLC3,411$1.29M0.25%013F-HRTimeline
Grove Bank & Trust3,400$1.29M0.15%+2,90013F-HRTimeline
Fort Sheridan Advisors LLC3,363$1.27M0.17%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,348$1.27M0.1%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,345$1.27M0.02%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,321$1.26M0.09%+813F-HRTimeline
Atala Financial Inc3,319$1.26M0.79%013F-HRTimeline
IHT Wealth Management, LLC3,303$1.25M0.03%+6313F-HRTimeline
SONATA CAPITAL GROUP INC3,280$1.24M0.46%013F-HRTimeline
XML Financial, LLC3,273$1.24M0.1%-2913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,270$1.24M0.06%013F-HRTimeline
Lokken Investment Group LLC3,252$1.23M0.42%-7713F-HRTimeline
Smith Salley Wealth Management3,209$1.22M0.06%-3013F-HRTimeline
Visionary Wealth Advisors3,196$1.21M0.06%+713F-HRTimeline
Stonebrook Private Inc.3,183$1.21M0.26%-27613F-HRTimeline
GHP Investment Advisors, Inc.3,167$1.2M0.05%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,144$1.19M0.27%-4513F-HRTimeline
Carter Financial Group, INC.3,115$1.18M0.71%013F-HRTimeline
Parcion Private Wealth LLC3,110$1.18M0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,102$1.18M0.01%-1713F-HRTimelineGroup
Sage Mountain Advisors LLC3,053$1.16M0.07%013F-HRTimeline
Rossmore Private Capital3,047$1.15M0.12%+20513F-HRTimeline
LWM Advisory Services, LLC3,040$1.15M0.67%013F-HRTimeline
E&G Advisors, LLC3,002$1.14M0.26%013F-HRTimeline
Paulson Wealth Management Inc.2,982$1.13M0.27%013F-HRTimeline
Frank, Rimerman Advisors LLC2,978$1.13M0.07%013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,975$1.13M0.01%013F-HRTimeline
Beaumont Asset Management, L.L.C.2,945$1.12M0.56%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,936$1.11M0.09%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV2,902$1.1M0.21%013F-HRTimeline
Farther Finance Advisors, LLC2,898$1.1M0.02%+1,66213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,880$1.09M0.13%-66213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,850$1.08M0.15%013F-HRTimeline
EVOKE WEALTH, LLC2,837$1.08M0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC2,826$1.07M0.03%+713F-HRTimeline
Old Mission Investment Co LLC2,800$1.06M0.26%013F-HRTimeline
Jackson Wealth Management, LLC2,801$1.06M0.11%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,795$1.06M<0.01%-58513F-HRTimelineGroup
Glenview Trust Co2,793$1.06M0.02%+2013F-HRTimeline
&PARTNERS2,764$1.05M0.01%+48713F-HRTimeline