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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

862 managers (870 13F filers) reported a position in IWV shares at 2026-03-31, 28,505,954 shares in all. 36 filers opened a position and 57 filers sold out during the quarter.

Managers
862
13F filers
870
New
36
Added
228
Reduced
264
Sold out
57
Shares held by filers
28,505,954

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIMON QUICK ADVISORS, LLC12,147$4.5M0.21%+74213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,369$4.4M0.03%+66813F-HRTimelineGroup
Savvy Advisors, Inc.11,860$4.4M0.12%-72113F-HRTimeline
Lutz Financial Services LLC11,854$4.39M0.3%-32113F-HRTimeline
MAI Capital Management11,760$4.36M0.02%+59113F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC11,282$4.18M1.74%+52413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,253$4.17M0.48%013F-HRTimeline
Intelligence Driven Advisers, LLC11,249$4.17M0.73%-57613F-HRTimeline
First Heartland Consultants, Inc.10,743$3.98M0.31%-13013F-HRTimeline
Single Point Partners, LLC10,689$3.96M0.79%+613F-HRTimeline
SAX WEALTH ADVISORS, LLC10,148$3.93M0.19%013F-HRTimeline
Chesapeake Wealth Management10,320$3.83M1.17%-9913F-HRTimeline
CERTUITY, LLC10,279$3.81M0.25%+1613F-HRTimeline
NORDEN GROUP LLC10,237$3.79M0.36%-71713F-HRTimeline
McClarren Financial Advisors, Inc.10,154$3.76M2.23%+3,67713F-HRTimeline
Mosaic Advisors LLC9,249$3.76M5.64%+1,64613F-HRTimeline
Sand Hill Global Advisors, LLC9,644$3.57M0.12%-7813F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,608$3.56M0.09%013F-HRTimeline
Zhang Financial LLC9,549$3.54M0.12%-50113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,405$3.49M0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,368$3.47M0.02%-11,65713F-HRTimeline
Institute for Wealth Management, LLC.9,363$3.47M0.37%013F-HRTimeline
Simmons Bankin group Simmons Bank9,363$3.47M0.23%-48913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,136$3.39M0.04%-85,71013F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,066$3.36M0.49%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC9,026$3.35M0.36%+313F-HRTimeline
Family Office Research LLC9,015$3.34M1.45%-2713F-HRTimeline
Lakeshore Financial Planning, Inc.8,897$3.3M1.2%-20913F-HRTimeline
Foundation Wealth Management, LLC\PA8,775$3.25M1.15%+713F-HRTimeline
Integrated Wealth Concepts LLC8,667$3.21M0.03%+4,43913F-HRTimeline
WASHINGTON TRUST Co8,637$3.2M0.11%-61213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,434$3.13M0.31%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK8,290$3.07M0.43%-21613F-HRTimelineGroup
BOK Financial Private Wealth, Inc.8,103$3M0.18%-27113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,094$3M0.74%+913F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC7,990$2.96M1.43%-20013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc7,986$2.96M1.58%+2013F-HRTimeline
NewEdge Wealth, LLC7,935$2.94M0.04%+4813F-HRTimeline
Vise Technologies, Inc.7,581$2.93M0.06%013F-HRTimeline
Sigma Planning Corp7,684$2.85M0.08%+2,08513F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV7,556$2.8M0.36%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,488$2.78M0.01%+21513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,440$2.76M<0.01%+46013F-HRTimelineGroup
Meridian Financial Partners LLC7,302$2.74M1.04%+1,10813F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,359$2.73M0.05%+58313F-HRTimeline
RENASANT BANK7,326$2.72M1.92%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,289$2.7M0.04%-6713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,269$2.69M0.02%+59513F-HRTimelineGroup
Financial Engines Advisors L.L.C.7,260$2.69M0.01%-20613F-HRTimeline
JMG Financial Group, Ltd.7,234$2.68M0.07%-3313F-HRTimeline
Wedmont Private Capital6,829$2.63M0.08%-2,02613F-HRTimeline
CITY HOLDING CO7,041$2.61M0.33%-81513F-HRTimeline
GC Wealth Management RIA, LLC7,034$2.61M0.11%+2,48613F-HRTimeline
Orion Porfolio Solutions, LLC7,009$2.6M0.02%-11,51513F-HRTimeline
Fonville Wealth Management LLC6,887$2.55M0.49%-9913F-HRTimeline
XY Planning Network, Inc.6,707$2.5M0.4%-28313F-HRTimeline
IMA Advisory Services, Inc.6,690$2.48M0.24%013F-HRTimeline
OpenArc Corporate Advisory, LLC6,629$2.46M0.04%+38513F-HRTimeline
Avant Financial Advisors LLC6,482$2.4M1.69%+64413F-HRTimeline
American State Bank (Iowa)6,471$2.4M1.15%013F-HRTimeline
Signature Resources Capital Management,…6,380$2.36M1.12%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC6,357$2.36M0.87%-36713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,331$2.35M0.13%013F-HRTimeline
Sterling Capital Management LLC6,330$2.35M0.04%-8,87113F-HRTimeline
GeoWealth Management, LLC6,299$2.33M0.08%-113F-HRTimeline
Modera Wealth Management, LLC6,264$2.32M0.03%+3513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,217$2.3M0.11%-313F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …6,190$2.29M0.12%-713F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC6,174$2.29M0.13%+26713F-HRTimeline
Janney Montgomery Scott LLC6,081$2.25M0.01%-2,66713F-HRTimeline
Portland Global Advisors LLC6,067$2.25M0.24%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.5,978$2.22M<0.01%-23,72313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp5,948$2.2M0.01%-2,97613F-HR/ATimelineGroup
Rialto Wealth Management, LLC5,867$2.17M0.49%-413F-HRTimeline
Aptus Capital Advisors, LLC5,804$2.15M0.02%+8513F-HRTimeline
Castle Rock Wealth Management, LLC5,719$2.14M0.46%+24913F-HRTimeline
Yardley Wealth Management LLC5,746$2.13M1.09%-1313F-HRTimeline
Nvest Financial, LLC5,718$2.12M0.79%+1213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,667$2.1M0.01%-61513F-HRTimelineGroup
Strategic Blueprint, LLC5,664$2.1M0.12%-14013F-HRTimeline
Avidian Wealth Enterprises, LLC5,552$2.06M0.07%+56813F-HRTimeline
Verum Partners LLC5,539$2.05M0.39%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,500$2.04M0.22%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…5,487$2.03M0.12%+39413F-HRTimeline
CENTRAL TRUST Co5,484$2.03M0.04%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,483$2.03M1.34%-1213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,457$2.02M0.04%+1,23113F-HRTimelineGroup
Independence Bank of Kentucky5,453$2.02M0.26%-2613F-HRTimeline
Wealth Architects, LLC5,430$2.01M0.18%013F-HRTimeline
First National Trust Co5,410$2.01M0.07%-32,92613F-HRTimeline
BCS Private Wealth Management, Inc.5,211$1.93M0.59%013F-HRTimeline
High Probability Advisors, LLC5,180$1.92M0.25%013F-HRTimeline
BEACON FINANCIAL GROUP5,149$1.91M0.19%-3713F-HRTimeline
MANCHESTER FINANCIAL INC4,996$1.85M0.36%-5513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,941$1.83M0.08%+19113F-HRTimeline
Fiduciary Wealth Partners, LLC4,888$1.81M1.19%-3,77513F-HRTimeline
Ledyard National Bank4,823$1.79M0.15%-8813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,820$1.79M0.11%+713F-HRTimeline
Jaffetilchin Investment Partners, LLC4,818$1.79M0.11%-2913F-HRTimeline
Pure Financial Advisors, LLC4,763$1.77M0.03%-34313F-HRTimeline
Dakota Wealth Management4,697$1.74M0.04%-26713F-HR/ATimeline
Sanctuary Advisors, LLC4,695$1.74M0.01%+7813F-HRTimeline
Cohen Capital Management, Inc.4,637$1.72M0.27%013F-HRTimeline
Garde Capital, Inc.4,628$1.72M0.1%-87413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,509$1.67M0.04%-33113F-HR/ATimeline
Chesley Taft & Associates LLC4,508$1.67M0.07%013F-HRTimeline
MOTIVE WEALTH ADVISORS4,508$1.67M0.78%013F-HRTimeline
Modern Wealth Management, LLC4,385$1.64M0.03%+2,09113F-HRTimeline
Bakala Capital LLC4,405$1.63M7.85%-76013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BIP Wealth, LLC4,405$1.63M0.07%013F-HRTimeline
Asset Dedication, LLC4,389$1.63M0.11%+55113F-HRTimeline
CVA Family Office, LLC4,348$1.61M0.17%013F-HRTimeline
Dunhill Financial, LLC4,327$1.6M0.38%-7513F-HRTimeline
KilterHowling LLC4,314$1.6M0.81%+813F-HRTimeline
RHUMBLINE ADVISERS4,310$1.6M<0.01%-1,567,81113F-HRTimeline
Tennessee Valley Asset Management Partn…4,249$1.58M0.21%013F-HRTimeline
Evercore Wealth Management, LLC4,232$1.57M0.02%013F-HRTimeline
Merit Financial Group, LLC4,230$1.57M0.01%+83113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,190$1.55M0.01%-34513F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…4,150$1.54M0.14%13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP4,142$1.53M0.02%013F-HRTimeline
Midwest Trust Co4,123$1.53M0.02%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,984$1.48M0.05%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,957$1.47M0.01%-813F-HRTimeline
Well Done, LLC3,946$1.46M0.21%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,917$1.45M0.39%+513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,876$1.45M0.04%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,854$1.43M0.05%+13813F-HRTimelineGroup
Retirement Planning Group, LLC3,775$1.4M0.04%+6413F-HRTimeline
Sensible Money, LLC3,729$1.38M0.42%013F-HRTimeline
Firestone Capital Management3,729$1.38M0.29%+313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,714$1.38M0.31%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,694$1.37M0.02%+46313F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.3,690$1.37M0.14%-13213F-HRTimeline
ETF Portfolio Partners, Inc.3,687$1.37M0.36%-313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,345$1.36M0.02%013F-HRTimeline
SilverOak Wealth Management LLC3,666$1.36M0.21%013F-HRTimeline
New England Private Wealth Advisors LLC3,651$1.35M0.16%-50613F-HRTimeline
Rossmore Private Capital3,569$1.32M0.12%+37013F-HRTimeline
&PARTNERS3,566$1.32M0.01%-1,55713F-HRTimeline
Indiana Trust & Investment Management Co3,547$1.31M0.41%013F-HRTimeline
Farther Finance Advisors, LLC3,500$1.31M0.01%+11013F-HRTimeline
Stokes Family Office, LLC3,500$1.3M0.13%013F-HRTimeline
Wellspring Financial Advisors, LLC3,498$1.3M0.1%+213F-HRTimeline
Crescent Grove Advisors, LLC3,433$1.27M0.13%013F-HRTimeline
Bernardo Wealth Planning LLC3,411$1.26M0.25%013F-HRTimeline
Atala Financial Inc3,383$1.26M0.85%+6413F-HRTimeline
Grove Bank & Trust3,400$1.26M0.14%013F-HRTimeline
Brooklyn Investment Group3,393$1.26M0.04%+1,10413F-HRTimeline
WESBANCO BANK INC3,390$1.26M0.03%-33913F-HRTimeline
Cambria Investment Management, L.P.3,390$1.26M0.07%-2,02913F-HRTimeline
Empowered Funds, LLC3,390$1.26M0.01%new13F-HR/ATimeline
Abacus Planning Group, Inc.3,387$1.26M0.17%-49513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,368$1.25M0.08%+4513F-HRTimeline
Fort Sheridan Advisors LLC3,363$1.25M0.15%013F-HRTimeline
AMG National Trust Bank3,315$1.23M0.03%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,270$1.21M0.08%013F-HRTimeline
D.A. DAVIDSON & CO.3,269$1.21M0.01%-89313F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,244$1.2M0.13%-25613F-HRTimeline
Visionary Wealth Advisors3,212$1.19M0.05%+713F-HRTimeline
SONATA CAPITAL GROUP INC3,210$1.19M0.44%013F-HRTimeline
Smith Salley Wealth Management3,178$1.18M0.06%-4313F-HRTimeline
Callan Family Office, LLC3,156$1.17M0.03%013F-HRTimeline
Carter Financial Group, INC.3,115$1.15M0.71%013F-HRTimeline
Valeo Financial Advisors, LLC3,114$1.15M0.03%-11,49313F-HRTimeline
Parcion Private Wealth LLC3,110$1.15M0.07%013F-HRTimeline
Allworth Financial LP3,107$1.15M<0.01%+1,18213F-HRTimeline
Smartleaf Asset Management LLC3,164$1.14M0.04%+413F-HRTimeline
Bravera Wealth3,068$1.14M0.51%new13F-HRTimeline
Sage Mountain Advisors LLC3,053$1.13M0.08%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,036$1.13M0.01%-1,81913F-HRTimeline
HRT FINANCIAL LP3,026$1.12M<0.01%-8,70913F-HRTimeline
E&G Advisors, LLC3,002$1.11M0.25%013F-HRTimeline
Frank, Rimerman Advisors LLC2,978$1.1M0.07%013F-HRTimeline
Owl Creek Wealth Partners LLC2,976$1.1M0.39%13F-HRTimeline
RWA WEALTH PARTNERS, LLC2,975$1.1M0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,970$1.1M0.01%-5,12013F-HRTimelineGroup
XML Financial, LLC2,955$1.1M0.09%-32513F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,936$1.09M0.09%013F-HRTimeline
Gross & Hartman Investments LLC2,919$1.08M0.56%013F-HRTimeline
Safe Harbor Family Capital, LLC2,918$1.08M0.85%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,891$1.08M0.08%+3913F-HRTimeline
GHP Investment Advisors, Inc.2,909$1.08M0.04%-25913F-HRTimeline
Sargent Investment Group, LLC2,881$1.07M0.14%+13213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,871$1.06M0.12%-913F-HRTimeline
Kingsview Wealth Management, LLC2,831$1.05M0.01%+1,35713F-HRTimeline
LWM Advisory Services, LLC2,829$1.05M1.12%-21113F-HRTimeline
Jackson Wealth Management, LLC2,801$1.04M0.11%013F-HRTimeline
Old Mission Investment Co LLC2,800$1.04M0.24%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,795$1.04M<0.01%013F-HRTimelineGroup
Glenview Trust Co2,792$1.03M0.02%-6613F-HRTimeline
Beaumont Asset Management, L.L.C.2,791$1.03M0.47%-15413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,785$1.03M0.14%-6513F-HRTimeline
Dynamic Advisor Solutions LLC2,759$1.02M0.03%+613F-HRTimeline
Aprio Wealth Management, LLC2,729$1.01M0.06%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,728$1.01M0.07%-62013F-HRTimeline
SkyOak Wealth, LLC2,680$994K0.18%-5613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,660$986K0.25%+53013F-HRTimeline
Soltis Investment Advisors LLC2,643$980K0.06%013F-HRTimeline
Asset Allocation & Management Company, …2,641$979K0.36%013F-HRTimeline