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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

891 managers (898 13F filers) reported a position in IWV shares at 2025-12-31, 28,294,587 shares in all. 72 filers opened a position and 35 filers sold out during the quarter.

Managers
891
13F filers
898
New
72
Added
223
Reduced
269
Sold out
35
Shares held by filers
28,294,587

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Basecamp Wealth Advisors LLC12,868$4.98M1.06%13F-HRTimeline
MPS Loria Financial Planners, LLC12,719$4.92M1.26%+19313F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,672$4.9M0.24%-6,42513F-HRTimeline
ANCHYRA PARTNERS LLC12,666$4.9M1.5%13F-HRTimeline
Savvy Advisors, Inc.12,581$4.87M0.16%-11713F-HRTimeline
Prime Capital Investment Advisors, LLC12,299$4.76M0.06%+8213F-HRTimeline
New Republic Capital, LLC12,255$4.74M1.27%+72013F-HRTimeline
Lutz Financial Services LLC12,175$4.71M0.32%-49113F-HRTimeline
Blue Fin Capital, Inc.12,174$4.71M0.73%-313F-HRTimeline
Intelligence Driven Advisers, LLC11,825$4.57M0.65%-60513F-HRTimeline
HRT FINANCIAL LP11,735$4.54M0.01%+93213F-HRTimeline
Arcus Capital Partners, LLC11,494$4.45M1.6%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC11,405$4.41M0.19%-1,76313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,253$4.35M0.5%-10713F-HRTimeline
MAI Capital Management11,169$4.32M0.02%+3,33513F-HRTimeline
NORDEN GROUP LLC10,954$4.24M0.41%+8,76113F-HRTimeline
First Heartland Consultants, Inc.10,873$4.21M0.32%-1113F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC10,758$4.16M1.75%+30313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,701$4.14M0.03%+30813F-HRTimelineGroup
Single Point Partners, LLC10,683$4.13M0.82%+813F-HRTimeline
Chesapeake Wealth Management10,419$4.03M1.2%-19013F-HRTimeline
CERTUITY, LLC10,263$3.97M0.25%+2213F-HRTimeline
SAX WEALTH ADVISORS, LLC10,148$3.93M0.18%-7213F-HRTimeline
McClarren Financial Advisors, Inc.6,477$3.92M2.34%-66013F-HRTimeline
Zhang Financial LLC10,050$3.89M0.14%-5013F-HRTimeline
Simmons Bankin group Simmons Bank9,852$3.81M0.25%-1,17413F-HRTimelineGroup
Sand Hill Global Advisors, LLC9,722$3.76M0.13%-8013F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,608$3.72M0.1%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,405$3.64M0.02%+213F-HRTimeline
Institute for Wealth Management, LLC.9,363$3.62M0.38%013F-HRTimeline
WASHINGTON TRUST Co9,249$3.58M0.12%-17813F-HRTimeline
Family Office Research LLC9,042$3.53M1.44%-4513F-HRTimeline
Lakeshore Financial Planning, Inc.9,106$3.52M1.26%-1813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,066$3.51M0.51%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC9,023$3.49M0.38%+1413F-HRTimeline
Wedmont Private Capital8,855$3.47M0.12%+1813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,924$3.45M0.01%-2013F-HR/ATimelineGroup
Foundation Wealth Management, LLC\PA8,768$3.39M1.23%-51813F-HRTimeline
Janney Montgomery Scott LLC8,748$3.38M0.01%+2,71013F-HRTimeline
Fiduciary Wealth Partners, LLC8,663$3.35M1.37%-57213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK8,506$3.29M0.44%-12913F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC8,434$3.26M0.32%-9013F-HRTimeline
BOK Financial Private Wealth, Inc.8,374$3.24M0.2%-37813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,332$3.22M<0.01%-11,29913F-HRTimelineGroup
Integrated Advisors Network LLC8,223$3.18M0.14%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC8,190$3.17M1.61%-28713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,090$3.13M0.03%+4,98813F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,085$3.13M0.73%+713F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc7,966$3.08M1.61%-33313F-HRTimeline
NewEdge Wealth, LLC7,887$3.05M0.03%+5713F-HRTimeline
CITY HOLDING CO7,856$3.04M0.37%-27413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,680$2.97M<0.01%+1,38013F-HRTimeline
Mosaic Advisors LLC7,603$2.94M5.67%-1,12613F-HRTimeline
Vise Technologies, Inc.7,581$2.93M0.06%+6,55913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV7,556$2.92M0.37%-5113F-HRTimeline
Financial Engines Advisors L.L.C.7,466$2.89M0.01%-55213F-HRTimeline
Clark Capital Management Group, Inc.7,365$2.85M0.02%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,356$2.85M0.04%-4513F-HRTimeline
RENASANT BANK7,326$2.83M1.92%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,273$2.81M0.01%-1,48113F-HRTimeline
JMG Financial Group, Ltd.7,267$2.81M0.08%-98513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC6,980$2.72M<0.01%-6,98013F-HRTimelineGroup
XY Planning Network, Inc.6,990$2.7M0.47%-1,62313F-HRTimeline
Fonville Wealth Management LLC6,986$2.7M0.55%-24213F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,776$2.62M0.05%+16713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC6,724$2.6M0.96%-31613F-HRTimeline
IMA Advisory Services, Inc.6,690$2.59M0.25%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,674$2.58M0.02%13F-HR/ATimelineGroup
American State Bank (Iowa)6,471$2.5M1.2%new13F-HRTimeline
Signature Resources Capital Management,…6,380$2.47M1.25%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,331$2.45M0.13%013F-HRTimeline
GeoWealth Management, LLC6,300$2.44M0.09%-3513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,282$2.43M0.01%013F-HRTimelineGroup
Meridian Financial Partners LLC6,194$2.42M0.96%-3713F-HRTimeline
OpenArc Corporate Advisory, LLC6,244$2.42M0.04%13F-HRTimeline
Modera Wealth Management, LLC6,229$2.41M0.03%-17413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,220$2.41M0.11%+1213F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …6,197$2.4M0.22%+513F-HRTimelineGroup
Portland Global Advisors LLC6,067$2.35M0.25%+79213F-HRTimeline
Dorsey & Whitney Trust CO LLC5,907$2.29M0.12%013F-HRTimeline
Rialto Wealth Management, LLC5,871$2.27M0.54%-68813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,858$2.27M<0.01%-5213F-HRTimelineGroup
Avant Financial Advisors LLC5,838$2.26M1.62%+12613F-HRTimeline
Strategic Blueprint, LLC5,804$2.25M0.13%+10913F-HRTimeline
Yardley Wealth Management LLC5,759$2.23M1.18%-4513F-HRTimeline
Aptus Capital Advisors, LLC5,719$2.21M0.02%+6013F-HRTimeline
Nvest Financial, LLC5,706$2.21M0.92%+1613F-HRTimeline
Sigma Planning Corp5,599$2.17M0.06%+23413F-HRTimeline
Verum Partners LLC5,539$2.14M0.43%013F-HRTimeline
Castle Rock Wealth Management, LLC5,470$2.13M0.46%-2,54913F-HRTimeline
Garde Capital, Inc.5,502$2.13M0.13%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,500$2.13M0.24%-4813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,495$2.13M1.41%-913F-HRTimeline
CENTRAL TRUST Co5,484$2.12M0.04%013F-HRTimeline
Independence Bank of Kentucky5,479$2.12M0.26%-14113F-HRTimeline
Wealth Architects, LLC5,430$2.1M0.19%-6513F-HRTimeline
Cambria Investment Management, L.P.5,419$2.1M0.12%013F-HRTimeline
Heritage Financial Services, LLC5,232$2.02M0.17%-16313F-HRTimeline
BCS Private Wealth Management, Inc.5,211$2.02M0.69%-3013F-HRTimeline
BEACON FINANCIAL GROUP5,186$2.01M0.2%-3713F-HRTimeline
XPONANCE LLC5,181$2M0.02%-5,44113F-HRTimeline
High Probability Advisors, LLC5,180$2M0.27%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.5,172$2M0.27%new13F-HRTimeline
Bakala Capital LLC5,165$2M9.45%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,147$1.99M0.03%new13F-HRTimelineGroup
&PARTNERS5,123$1.98M0.01%+2,35913F-HRTimeline
Pure Financial Advisors, LLC5,106$1.98M0.03%+1,25813F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…5,093$1.97M0.12%+16613F-HRTimeline
MANCHESTER FINANCIAL INC5,051$1.95M0.37%013F-HRTimeline
waypoint wealth counsel5,050$1.95M0.72%+20513F-HRTimeline
Avidian Wealth Enterprises, LLC4,984$1.93M0.07%-1713F-HRTimeline
Dakota Wealth Management4,964$1.92M0.03%+3,09613F-HR/ATimeline
Ledyard National Bank4,911$1.9M0.16%-2013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,855$1.88M0.02%+3,28713F-HRTimeline
Jaffetilchin Investment Partners, LLC4,847$1.87M0.11%-1213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,840$1.87M0.04%-37913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,813$1.86M0.12%+913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,750$1.84M0.08%013F-HRTimeline
Cohen Capital Management, Inc.4,637$1.79M0.27%013F-HRTimeline
Sanctuary Advisors, LLC4,617$1.79M0.01%+4213F-HRTimeline
GC Wealth Management RIA, LLC4,548$1.76M0.06%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,535$1.75M0.01%-2413F-HRTimeline
Chesley Taft & Associates LLC4,508$1.74M0.07%+17013F-HRTimeline
MOTIVE WEALTH ADVISORS4,508$1.74M0.74%013F-HRTimeline
Timonier Family Office, LTD.4,468$1.73M0.55%013F-HRTimeline
BIP Wealth, LLC4,405$1.7M0.06%013F-HRTimeline
Dunhill Financial, LLC4,402$1.7M0.42%-7413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,377$1.69M0.1%+1,70113F-HRTimeline
CVA Family Office, LLC4,348$1.68M0.19%013F-HRTimeline
KilterHowling LLC4,306$1.67M0.84%-92413F-HRTimeline
Tennessee Valley Asset Management Partn…4,249$1.64M0.21%013F-HRTimeline
Evercore Wealth Management, LLC4,232$1.64M0.02%+9013F-HRTimeline
Integrated Wealth Concepts LLC4,228$1.64M0.02%-47013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,226$1.63M0.03%013F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.4,163$1.61M0.01%new13F-HR/ATimeline
D.A. DAVIDSON & CO.4,162$1.61M0.01%-1813F-HRTimeline
New England Private Wealth Advisors LLC4,157$1.61M0.2%-38813F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP4,142$1.6M0.02%013F-HRTimeline
Midwest Trust Co4,123$1.59M0.02%+23013F-HRTimeline
12th Street Asset Management Company, L…4,049$1.57M0.26%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,965$1.53M0.01%+17613F-HRTimeline
Well Done, LLC3,946$1.53M0.23%-24613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,912$1.51M0.42%+713F-HRTimeline
Abacus Planning Group, Inc.3,882$1.5M0.2%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,876$1.5M0.04%+213F-HR/ATimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,860$1.49M0.13%013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.3,856$1.49M0.17%013F-HRTimeline
Asset Dedication, LLC3,838$1.48M0.1%013F-HRTimeline
World Investment Advisors3,828$1.48M0.02%+17713F-HR/ATimeline
VISTA CAPITAL PARTNERS, INC.3,822$1.48M0.15%013F-HRTimeline
WESBANCO BANK INC3,729$1.44M0.04%-2413F-HRTimeline
Sensible Money, LLC3,729$1.44M0.46%013F-HRTimeline
Firestone Capital Management3,726$1.44M0.31%-213F-HRTimeline
Cambridge Financial Group, LLC3,707$1.44M0.5%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,716$1.44M0.05%-37113F-HRTimelineGroup
AUGUSTINE ASSET MANAGEMENT INC3,714$1.44M0.29%013F-HRTimeline
Retirement Planning Group, LLC3,711$1.44M0.05%-3813F-HRTimeline
ETF Portfolio Partners, Inc.3,690$1.43M0.37%013F-HRTimeline
SilverOak Wealth Management LLC3,666$1.42M0.22%-19313F-HRTimeline
Indiana Trust & Investment Management Co3,547$1.37M0.4%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,500$1.35M0.14%013F-HRTimeline
Stokes Family Office, LLC3,500$1.35M0.12%013F-HRTimeline
Wellspring Financial Advisors, LLC3,496$1.35M0.11%013F-HRTimeline
FineMark National Bank & Trust3,482$1.35M0.04%-8213F-HRTimeline
Crescent Grove Advisors, LLC3,433$1.33M0.13%-53513F-HRTimeline
Bernardo Wealth Planning LLC3,411$1.32M0.25%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,400$1.32M<0.01%+2,50013F-HRTimelineGroup
Grove Bank & Trust3,400$1.32M0.15%013F-HRTimeline
Merit Financial Group, LLC3,399$1.32M0.01%+2,50213F-HRTimeline
Farther Finance Advisors, LLC3,390$1.31M0.01%+49213F-HRTimeline
Fort Sheridan Advisors LLC3,363$1.3M0.17%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,348$1.3M0.1%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,345$1.29M0.02%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,323$1.29M0.09%+213F-HRTimeline
Atala Financial Inc3,319$1.28M0.82%013F-HRTimeline
XML Financial, LLC3,280$1.27M0.1%+713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,270$1.26M0.06%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,231$1.25M0.02%+57413F-HRTimelineGroup
Smith Salley Wealth Management3,221$1.25M0.06%+1213F-HRTimeline
SONATA CAPITAL GROUP INC3,210$1.24M0.45%-7013F-HRTimeline
Visionary Wealth Advisors3,205$1.24M0.06%+913F-HRTimeline
Rossmore Private Capital3,199$1.24M0.11%+15213F-HRTimeline
Smartleaf Asset Management LLC3,160$1.23M0.05%+60313F-HRTimeline
GHP Investment Advisors, Inc.3,168$1.23M0.05%+113F-HRTimeline
Callan Family Office, LLC3,156$1.22M0.03%new13F-HRTimeline
Carter Financial Group, INC.3,115$1.2M0.71%013F-HRTimeline
Parcion Private Wealth LLC3,110$1.2M0.07%013F-HRTimeline
Sage Mountain Advisors LLC3,053$1.18M0.06%013F-HRTimeline
LWM Advisory Services, LLC3,040$1.18M0.69%013F-HRTimeline
E&G Advisors, LLC3,002$1.16M0.26%013F-HRTimeline
CoreCap Advisors, LLC2,987$1.16M0.04%+35513F-HRTimeline
Frank, Rimerman Advisors LLC2,978$1.15M0.07%013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,975$1.15M0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,954$1.14M0.03%-1,59313F-HRTimeline
Beaumont Asset Management, L.L.C.2,945$1.14M0.57%013F-HRTimeline
Paulson Wealth Management Inc.2,938$1.14M0.26%-4413F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,936$1.14M0.09%013F-HRTimeline
Gross & Hartman Investments LLC2,919$1.13M0.64%13F-HRTimeline
Safe Harbor Family Capital, LLC2,918$1.13M0.99%13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,880$1.11M0.12%013F-HRTimeline