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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

903 managers (913 13F filers) reported a position in IWV shares at 2026-06-30, 27,321,325 shares in all. 86 filers opened a position and 36 filers sold out during the quarter.

Managers
903
13F filers
913
New
86
Added
210
Reduced
277
Sold out
36
Shares held by filers
27,321,325

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,625$1.12M0.13%-16013F-HRTimeline
IFG Advisory, LLC2,603$1.11M0.04%new13F-HRTimeline
&PARTNERS2,594$1.11M<0.01%-97213F-HRTimeline
Wealth Management Partners, LLC2,587$1.1M0.26%013F-HRTimeline
W1M Asset Management Ltd2,526$1.08M0.01%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,523$1.08M0.13%-5713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,517$1.07M0.04%-963,47513F-HRTimelineGroup
Kovack Advisors, Inc.2,517$1.07M0.05%-1213F-HRTimeline
W ADVISORS, LLC2,512$1.07M0.49%+24413F-HRTimeline
Performa Ltd (US), LLC2,500$1.07M0.17%new13F-HRTimeline
NESTEGG ADVISORS, INC.2,497$1.06M0.75%013F-HRTimeline
Coyle Financial Counsel LLC2,460$1.05M0.19%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,439$1.04M0.17%013F-HRTimeline
Steelhead Wealth Management LLC2,387$1.02M0.41%013F-HRTimeline
Red Spruce Capital, LLC2,375$1.01M0.35%+713F-HRTimeline
Capstone Financial Advisors, Inc.2,363$1.01M0.05%+513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,358$1.01M0.07%013F-HRTimeline
Acropolis Investment Management, LLC2,355$1M0.04%013F-HR/ATimeline
Blue Edge Capital, LLC2,344$999K0.12%013F-HRTimeline
PRIVATE TRUST CO NA2,329$993K0.08%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.2,324$991K0.35%013F-HRTimeline
Bayshore Capital Advisors, LLC2,301$981K0.46%013F-HRTimeline
Prosperity Planning, Inc.2,280$972K0.22%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,255$962K<0.01%-8513F-HRTimelineGroup
PATTEN & PATTEN INC/TN2,247$958K0.05%013F-HRTimeline
TBH Global Asset Management, LLC2,236$953K0.17%013F-HRTimeline
Baring Financial LLC2,205$940K0.52%-10213F-HRTimeline
KLCM Advisors, Inc.2,165$923K0.07%013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC2,151$917K0.54%new13F-HRTimeline
Farther Finance Advisors, LLC2,146$915K0.01%-1,35413F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,210$913K0.68%013F-HRTimeline
MSH Capital Advisors LLC2,140$912K0.16%-1313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,122$905K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,116$902K0.06%013F-HRTimeline
AGH Wealth Advisors, LLC2,106$898K0.57%-13013F-HRTimeline
Dempze Nancy E2,102$896K0.43%013F-HRTimeline
BURNS J W & CO INC/NY2,085$889K0.09%013F-HRTimeline
CHOREO, LLC2,077$886K0.01%+21313F-HRTimeline
Sightline Wealth Advisors, LLC2,072$883K0.32%+513F-HRTimeline
Legacy Capital Wealth Partners, LLC2,060$878K0.17%new13F-HRTimeline
Facet Wealth, Inc.2,048$873K0.01%+15413F-HRTimeline
Martin Capital Advisors, LLP2,040$870K0.46%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,022$862K0.03%013F-HRTimelineGroup
Valmark Advisers, Inc.2,021$862K0.01%+613F-HRTimeline
World Investment Advisors2,310$856K0.01%-18013F-HRTimeline
D.A. DAVIDSON & CO.2,007$856K<0.01%-1,26213F-HRTimeline
Atria Investments, Inc2,004$855K0.01%new13F-HRTimeline
Aegis Wealth Management LLC2,000$853K0.4%new13F-HRTimeline
Harbor Advisors LLC2,000$853K0.11%013F-HRTimeline
Mason & Associates Inc1,983$845K0.14%-11913F-HRTimeline
LWM Advisory Services, LLC1,977$843K1.5%-85213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,964$837K0.04%-37913F-HRTimeline
Elm Partners Management LLC1,951$832K0.02%new13F-HR/ATimeline
Perigon Wealth Management, LLC1,940$827K0.01%+8713F-HRTimeline
DIVERSIFIED TRUST CO1,932$824K0.01%+1013F-HRTimeline
Topsail Wealth Management, LLC1,931$823K0.11%013F-HRTimeline
RESOLUTE CAPITAL, LLC1,914$816K0.28%new13F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,906$813K0.57%013F-HRTimeline
Gladstone Institutional Advisory LLC1,905$812K0.03%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,898$809K0.01%-10213F-HRTimelineGroup
SlateStone Wealth, LLC1,869$797K0.06%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,864$795K0.01%+413F-HRTimelineGroup
WAYSTONE ADVISORS LLC1,842$785K0.59%-2413F-HRTimeline
Armbruster Capital Management, Inc.1,840$785K0.12%+1013F-HRTimeline
RKL Wealth Management LLC1,823$777K0.06%+413F-HRTimeline
One Capital Management, LLC2,075$769K0.02%013F-HRTimeline
Climber Capital SA1,800$766K0.47%013F-HRTimeline
Joel Isaacson & Co., LLC1,772$756K0.02%+213F-HRTimeline
Ellis Investment Partners, LLC1,750$746K0.11%+213F-HRTimeline
Cambridge Financial Group, LLC1,732$739K0.23%-39313F-HRTimeline
1834 INVESTMENT ADVISORS CO1,731$738K0.08%013F-HRTimeline
Patten Group, Inc.1,722$734K0.11%+9013F-HRTimeline
MTM Investment Management, LLC1,720$733K0.21%+2513F-HRTimeline
First Interstate Bank1,718$733K0.04%013F-HRTimeline
Mullaney, Keating & Wright, Inc.1,718$733K0.35%-2113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,716$732K0.18%013F-HRTimeline
ASL Financial, LLC1,715$731K0.52%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,693$722K0.02%-1513F-HRTimeline
Third View Private Wealth, LLC1,690$721K0.09%013F-HRTimeline
Betterment LLC1,669$712K<0.01%+39513F-HRTimeline
Stronghold Wealth Management L.L.C.1,664$710K0.95%-42513F-HRTimeline
FWG Holdings, LLC1,684$708K0.25%+36213F-HRTimeline
17 CAPITAL PARTNERS, LLC1,658$707K0.32%+14313F-HRTimeline
Bradley & Co. Private Wealth Management…1,653$705K0.34%013F-HRTimeline
SCOTIA CAPITAL INC.1,652$704K<0.01%+13713F-HRTimeline
VERITY Wealth Advisors1,651$704K0.43%013F-HRTimeline
Affinity Capital Advisors, LLC1,643$704K0.09%+313F-HRTimeline
Foster Group, Inc.1,634$697K0.02%-2313F-HRTimeline
Grey Fox Wealth Advisors, LLC1,630$695K0.11%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,628$694K0.17%-15513F-HRTimeline
Root Financial Partners, LLC1,615$689K0.03%013F-HRTimeline
Prime Buchholz LLC1,607$685K0.25%new13F-HRTimeline
Pathway Financial Advisors LLC1,600$680K0.08%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp1,590$678K0.01%013F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC1,587$677K0.5%013F-HRTimeline
Ashford Advisors, LLC1,583$675K0.14%013F-HRTimeline
Ironwood Wealth Management, LLC.1,572$670K0.15%-4813F-HRTimeline
WEALTH EFFECTS LLC1,569$669K0.18%013F-HRTimeline
Baker Avenue Asset Management, LP1,560$665K0.01%+313F-HRTimeline
Rehmann Capital Advisory Group1,553$662K0.03%+513F-HRTimeline
HM PAYSON & CO1,550$661K0.01%013F-HRTimeline
USA FINANCIAL FORMULAS1,536$655K0.12%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,548$652K+636Timeline
RVW Wealth, LLC1,522$649K0.04%013F-HRTimeline
Mayflower Financial Advisors, LLC1,521$649K0.06%013F-HRTimeline
Prospera Financial Services Inc1,511$648K0.01%+613F-HRTimeline
Keel Point, LLC1,517$647K0.04%new13F-HRTimeline
Vawter Financial, Ltd.1,515$646K0.24%013F-HRTimeline
Global View Capital Management LLC1,511$644K0.13%+41013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,500$640K0.27%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,497$638K0.01%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,487$634K0.03%013F-HRTimeline
Collaborative Wealth Managment Inc.1,482$632K0.27%+1713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,468$626K0.01%-1,56813F-HR/ATimeline
Frank, Rimerman Advisors LLC1,463$624K0.04%-1,51513F-HRTimeline
Mason & Associates, LLC1,462$623K0.13%013F-HRTimeline
CWA Asset Management Group, LLC1,449$618K0.02%013F-HRTimeline
REICON WEALTH ADVISORS, LLC1,435$612K0.38%-6013F-HRTimeline
Curry Webb Wealth Management LLC1,435$612K0.25%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,433$611K0.04%+213F-HRTimeline
May Hill Capital, LLC1,407$600K0.13%-2013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,402$598K0.02%013F-HRTimelineGroup
Haverford Trust Co1,400$597K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC1,397$596K0.02%013F-HRTimeline
McLean Asset Management Corp1,396$593K0.08%-35613F-HRTimeline
Blue Chip Partners, LLC1,390$593K0.04%+313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,390$593K0.01%+113F-HRTimelineGroup
CAMDEN NATIONAL BANK1,390$593K0.08%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,388$592K0.01%+1013F-HRTimeline
Phillip James Consulting Co.1,361$580K0.39%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,352$576K0.01%-4513F-HRTimelineGroup
Daybright Advisory Services, Inc.1,341$570K0.14%013F-HRTimeline
Meridian Wealth Management, LLC1,322$564K0.02%-2113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,317$562K0.09%013F-HRTimeline
Detalus Advisors, LLC1,276$544K0.11%-3813F-HRTimeline
Ackerman Asset Management, LLC1,263$539K0.32%-8713F-HRTimeline
William Mack & Associates, Inc.1,258$536K0.19%-8013F-HRTimeline
DV Trading LLC1,255$535K0.04%+49513F-HRTimeline
CM WEALTH ADVISORS LLC1,252$534K0.1%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,250$533K<0.01%-4,72813F-HRTimelineGroup
Summit Financial Strategies, Inc.1,221$521K0.04%013F-HRTimeline
Crewe Advisors LLC1,213$517K0.04%013F-HRTimeline
Auour Investments LLC1,208$515K0.15%013F-HRTimeline
Madrid Wealth Management, LLC1,205$514K0.34%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,203$513K0.01%013F-HRTimeline
Mesirow Financial Investment Management…1,199$511K0.01%013F-HRTimeline
Greenhouse Wealth Management, LLC1,204$509K0.36%-5613F-HRTimeline
Plancorp, LLC1,187$506K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,183$504K0.01%013F-HRTimeline
MONECO ADVISORS, LLC1,183$504K0.03%+12613F-HRTimeline
Fluent Financial, LLC1,160$495K0.18%+1613F-HRTimeline
Shakespeare Wealth Management, LLC1,158$494K0.13%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,151$491K0.03%-47513F-HRTimeline
Williams Jones Wealth Management, LLC.1,150$490K0.01%013F-HRTimeline
Oxbow Advisors, LLC1,145$488K0.04%-51213F-HRTimeline
Versant Capital Management, Inc1,140$486K0.04%+113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,139$486K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,138$485K0.02%+1,02013F-HRTimelineGroup
Global Retirement Partners, LLC1,133$483K0.01%13F-HRTimeline
NorthRock Partners, LLC1,120$478K0.01%+613F-HRTimeline
WJ Financial Advisors LLC1,118$477K0.35%-613F-HRTimeline
Revolve Wealth Partners, LLC1,115$475K0.05%+213F-HRTimeline
MATHER GROUP, LLC.1,104$471K<0.01%013F-HRTimeline
James J. Burns & Company, LLC1,100$469K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,098$468K0.01%-7213F-HRTimeline
Magnolia Private Wealth, LLC1,096$467K0.26%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,089$464K0.2%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,084$462K0.01%013F-HRTimelineGroup
Pine Ridge Advisers LLC1,083$462K0.03%013F-HRTimeline
Consolidated Portfolio Review Corp1,083$462K0.04%013F-HRTimeline
Outlook Wealth Advisors, LLC1,068$455K0.1%013F-HRTimeline
J.Safra Asset Management Corp1,056$450K0.02%+313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,050$448K0.02%013F-HRTimeline
IFP Advisors, Inc1,048$447K0.01%-22813F-HRTimeline
Robertson Stephens Wealth Management, L…1,042$444K0.01%013F-HRTimeline
AE Wealth Management LLC1,031$440K<0.01%-14913F-HRTimeline
Avantax Planning Partners, Inc.1,028$439K0.01%+5213F-HRTimeline
ARS Wealth Advisors Group, LLC1,025$437K0.03%-39013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,018$434K0.03%-4313F-HRTimeline
Rockwood Wealth Management, LLC1,017$434K0.03%-2113F-HRTimeline
WLTH Capital Management, LLC1,013$432K0.28%-513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,009$430K0.11%+213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,008$430K<0.01%-19,46013F-HR/ATimelineGroup
Biltmore Family Office, LLC1,005$429K0.06%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,003$428K0.05%-15913F-HRTimeline
Manchester Capital Management LLC1,000$426K0.06%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,000$426K0.05%013F-HRTimeline
Wealth Management Associates, Inc.1,000$426K0.12%013F-HRTimeline
Trexquant Investment LP995$424K<0.01%new13F-HRTimeline
Legacy Capital Group California, Inc.987$421K0.13%013F-HRTimeline
N.E.W. Advisory Services LLC982$419K0.03%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC982$419K0.02%-2513F-HRTimeline
JACOBS & CO/CA982$418K0.04%013F-HRTimeline
DT Investment Partners, LLC975$416K0.03%013F-HRTimeline
Members Trust Co975$416K0.01%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP957$408K<0.01%013F-HRTimelineGroup
Portfolio Strategies, Inc.955$407K0.04%-69,36613F-HRTimeline
Altiora Financial Group, LLC953$406K0.06%013F-HRTimeline
Eldridge Investment Advisors, Inc.944$403K0.08%013F-HRTimeline
Maridea Wealth Management LLC940$401K0.04%-55013F-HRTimeline