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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

845 managers (851 13F filers) reported a position in IWV shares at 2024-12-31, 25,721,389 shares in all. 51 filers opened a position and 18 filers sold out during the quarter.

Managers
845
13F filers
851
New
51
Added
236
Reduced
236
Sold out
18
Shares held by filers
25,721,389

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GHP Investment Advisors, Inc.3,166$1.06M0.05%+113F-HRTimeline
Optivise Advisory Services LLC3,138$1.05M0.57%013F-HRTimeline
Avestar Capital, LLC3,128$1.05M0.09%-92413F-HRTimeline
&PARTNERS3,089$1.04M0.01%+2,41613F-HRTimeline
Well Done, LLC3,188$1.04M0.19%013F-HRTimeline
Parcion Private Wealth LLC3,110$1.04M0.08%013F-HRTimeline
WEDBUSH SECURITIES INC3,092$1.03M0.04%-7513F-HRTimeline
Red Spruce Capital, LLC3,072$1.03M0.46%+24413F-HRTimeline
FIDUCIENT ADVISORS LLC3,055$1.02M0.13%-6,38013F-HRTimeline
Sage Mountain Advisors LLC3,053$1.02M0.07%013F-HRTimeline
Ironwood Wealth Management, LLC.3,045$1.02M0.32%-54113F-HRTimeline
LWM Advisory Services, LLC3,040$1.02M0.71%-10613F-HRTimeline
E&G Advisors, LLC3,002$1M0.27%013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,975$994K0.01%013F-HRTimeline
Beaumont Asset Management, L.L.C.2,970$993K0.57%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,955$988K<0.01%-8013F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC2,948$985K0.13%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,936$981K0.09%013F-HRTimeline
USA FINANCIAL FORMULAS2,905$971K0.15%-15713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV2,902$970K0.22%013F-HRTimeline
CM WEALTH ADVISORS LLC2,869$959K0.31%013F-HRTimeline
Betterment LLC2,864$957K<0.01%+30413F-HRTimeline
SkyOak Wealth, LLC2,858$955K0.2%-26813F-HRTimeline
Ellis Investment Partners, LLC2,834$947K0.19%+213F-HRTimeline
Prosperity Planning, Inc.2,823$944K0.3%013F-HRTimeline
Dynamic Advisor Solutions LLC2,810$939K0.04%-1,54813F-HRTimeline
Jackson Wealth Management, LLC2,801$936K0.11%013F-HRTimeline
Old Mission Investment Co LLC2,800$936K0.28%013F-HRTimeline
Glenview Trust Co2,787$932K0.02%+1613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,785$931K<0.01%+1,78013F-HRTimelineGroup
CAMDEN NATIONAL BANK2,765$924K0.14%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC2,756$923K0.01%+813F-HRTimeline
Sequoia Financial Advisors, LLC2,754$921K0.01%+52313F-HR/ATimeline
Armbruster Capital Management, Inc.2,730$913K0.19%-1913F-HRTimeline
Aprio Wealth Management, LLC2,729$912K0.13%013F-HRTimeline
IFG Advisory, LLC2,718$908K0.05%new13F-HRTimeline
NESTEGG ADVISORS, INC.2,634$904K0.91%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,674$894K0.29%013F-HRTimeline
Wealth Management Partners, LLC2,664$890K0.38%-613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,657$888K0.29%13F-HRTimeline
Blue Edge Capital, LLC2,657$888K0.14%013F-HRTimeline
Empower Advisory Group, LLC2,645$884K<0.01%013F-HRTimeline
Soltis Investment Advisors LLC2,643$883K0.08%013F-HRTimeline
Asset Allocation & Management Company, …2,641$883K0.48%013F-HRTimeline
NORDEN GROUP LLC2,633$880K0.1%013F-HRTimeline
Affinity Capital Advisors, LLC2,616$880K0.17%+713F-HRTimeline
Mason & Associates Inc2,618$875K0.21%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,586$863K0.07%-826,32813F-HRTimeline
Avidian Wealth Enterprises, LLC2,576$861K0.04%+51313F-HRTimeline
W ADVISORS, LLC2,518$842K0.52%-43413F-HRTimeline
Procyon Advisors, LLC2,504$837K0.05%+47013F-HRTimeline
AGH Wealth Advisors, LLC2,494$834K0.77%13F-HRTimeline
Coyle Financial Counsel LLC2,468$825K0.26%-29013F-HRTimeline
Valmark Advisers, Inc.2,451$819K0.01%-15213F-HRTimeline
STOCK YARDS BANK & TRUST CO2,432$813K0.03%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,424$810K0.24%new13F-HRTimeline
SlateStone Wealth, LLC2,343$783K0.08%013F-HRTimeline
Wade Financial Advisory, Inc2,330$779K0.26%013F-HRTimeline
Capstone Financial Advisors, Inc.2,328$778K0.05%+713F-HRTimeline
Houlihan Financial Resource Group, Ltd.2,324$777K0.33%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,322$776K0.04%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,305$770K0.05%013F-HRTimeline
Blue Capital, Inc.2,300$769K0.54%13F-HRTimeline
PRIVATE TRUST CO NA2,280$762K0.08%-4013F-HRTimeline
LGT Financial Advisors LLC2,265$757K1.67%+713F-HRTimeline
Martin Capital Advisors, LLP2,260$755K0.49%-11013F-HRTimeline
Global Retirement Partners, LLC2,255$754K0.02%+76913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,250$752K0.01%+87813F-HRTimelineGroup
Collaborative Wealth Managment Inc.2,241$749K0.34%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,240$749K0.03%-15013F-HRTimeline
FWG Holdings, LLC2,160$739K0.35%-113F-HRTimeline
Smartleaf Asset Management LLC2,193$736K0.08%-32013F-HRTimeline
TBH Global Asset Management, LLC2,197$734K0.17%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,189$732K0.02%+16813F-HRTimeline
Dana Investment Advisors, Inc.2,175$727K0.02%+25213F-HRTimeline
Allworth Financial LP2,055$713K<0.01%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,112$706K0.01%+62913F-HRTimelineGroup
Oxbow Advisors, LLC2,105$704K0.08%013F-HRTimeline
Dempze Nancy E2,102$703K0.41%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,097$701K0.02%-30013F-HRTimeline
BURNS J W & CO INC/NY2,085$697K0.09%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …2,074$693K0.01%-3113F-HRTimelineGroup
Mason & Associates, LLC2,066$691K0.21%-1613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,064$690K0.24%+2413F-HRTimeline
Sightline Wealth Advisors, LLC2,042$682K0.37%+713F-HRTimeline
Francis Financial, Inc.2,031$679K0.17%013F-HRTimeline
SCOTIA CAPITAL INC.2,019$675K<0.01%013F-HRTimeline
Merit Financial Group, LLC2,014$673K0.01%new13F-HRTimeline
Climber Capital SA2,015$673K0.55%13F-HRTimeline
Harbor Advisors LLC2,000$668K0.11%013F-HRTimeline
Facet Wealth, Inc.1,940$667K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,970$659K0.06%+1713F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/1,965$657K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC1,962$656K0.02%-1,90213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,951$652K0.01%013F-HRTimeline
Avantax Planning Partners, Inc.1,949$652K0.02%+213F-HRTimeline
EARNEST PARTNERS LLC1,932$646K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC1,889$640K0.02%+16113F-HRTimeline
MSH Capital Advisors LLC1,902$636K0.2%+2013F-HRTimeline
Waypoint Wealth Partners Inc.1,895$633K0.17%013F-HRTimeline
Joel Isaacson & Co., LLC1,890$632K0.03%new13F-HRTimeline
BostonPremier Wealth LLC1,872$626K0.38%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,857$621K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,849$618K0.02%+57513F-HRTimeline
Ashford Advisors, LLC1,848$618K0.14%-9013F-HRTimeline
SVB WEALTH LLC1,842$616K0.01%new13F-HRTimeline
Foster Group, Inc.1,812$606K0.02%-15013F-HRTimeline
New Republic Capital, LLC1,797$601K0.39%+1,78913F-HRTimeline
RKL Wealth Management LLC1,796$600K0.05%+513F-HRTimeline
William Mack & Associates, Inc.1,779$595K0.62%13F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC1,743$583K0.03%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,717$574K0.04%013F-HRTimelineGroup
Tepp RIA, LLC1,714$573K0.85%13F-HRTimeline
EPIQ Capital Group, LLC1,703$569K0.15%+4513F-HRTimeline
PrairieView Partners, LLC1,694$566K0.06%013F-HRTimeline
BOKF, NAin group BOKF, NA1,700$563K0.01%013F-HRTimelineGroup
MTM Investment Management, LLC1,685$563K0.22%-1013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,684$563K0.05%+513F-HRTimeline
HM PAYSON & CO1,683$563K0.01%013F-HRTimeline
Ground Swell Capital, LLC1,676$560K1.22%new13F-HRTimeline
Rehmann Capital Advisory Group1,651$552K0.03%+26713F-HRTimeline
VERITY Wealth Advisors1,651$552K0.4%013F-HRTimeline
CoreCap Advisors, LLC1,643$549K0.03%+36613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,638$548K0.01%+1213F-HR/ATimelineGroup
Quadrant Private Wealth Management, LLC1,633$546K0.13%+513F-HRTimeline
GLOBALT Investments LLC / GA1,610$538K0.02%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,601$535K0.54%13F-HRTimeline
Pathway Financial Advisors LLC1,600$535K0.12%013F-HRTimeline
Kingsview Wealth Management, LLC1,574$526K0.01%-9,62113F-HRTimeline
WEALTH EFFECTS LLC1,569$524K0.19%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,565$523K0.03%013F-HRTimeline
Moloney Securities Asset Management, LLC1,564$523K0.07%+10413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,560$521K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…1,557$520K0.32%13F-HRTimeline
Mayflower Financial Advisors, LLC1,535$513K0.08%013F-HRTimeline
Mullaney, Keating & Wright, Inc.1,515$507K0.34%-1313F-HRTimeline
Vawter Financial, Ltd.1,515$506K0.3%013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,500$501K0.13%013F-HRTimeline
RVW Wealth, LLC1,464$489K0.05%013F-HRTimeline
Frank, Rimerman Advisors LLC1,463$489K0.04%013F-HRTimeline
Cornerstone Capital, Inc.1,452$485K0.05%-3513F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,445$483K0.03%-8913F-HRTimeline
May Hill Capital, LLC1,429$478K0.18%13F-HRTimeline
Prospera Financial Services Inc1,419$478K0.01%-84613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,418$474K0.01%+1,41013F-HRTimeline
Evanson Asset Management, LLC1,406$470K0.03%013F-HRTimeline
Core Wealth Management, Inc.1,406$470K0.18%-1013F-HRTimeline
Haverford Trust Co1,400$468K<0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,398$467K0.01%013F-HRTimeline
Global View Capital Management LLC1,388$463K0.16%13F-HRTimeline
Linscomb Wealth, Inc.1,375$460K0.02%+4113F-HRTimeline
Burt Wealth Advisors1,364$456K0.12%-34313F-HRTimeline
Financial Advocates Investment Manageme…1,356$453K0.03%013F-HRTimeline
DIVERSIFIED TRUST CO1,356$453K0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,325$443K0.01%013F-HRTimeline
Meridian Wealth Management, LLC1,322$442K0.02%013F-HRTimeline
Greenhouse Wealth Management, LLC1,312$439K0.29%013F-HRTimeline
NorthCoast Asset Management LLC1,289$431K<0.01%-17413F-HR/ATimeline
Gould Capital, LLC1,289$431K0.3%+9913F-HRTimeline
17 CAPITAL PARTNERS, LLC1,275$426K0.27%+413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,265$423K0.01%-30413F-HRTimelineGroup
Shakespeare Wealth Management, LLC1,262$422K0.11%013F-HRTimeline
HBK Sorce Advisory LLC1,255$419K0.01%-4913F-HRTimeline
OneDigital Investment Advisors LLC1,254$419K<0.01%-36013F-HRTimeline
Auour Investments LLC1,208$416K0.15%013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,238$414K0.04%-2913F-HRTimeline
Mesirow Financial Investment Management…1,235$413K0.01%-17113F-HRTimeline
Summit Financial Strategies, Inc.1,232$412K0.05%013F-HRTimeline
Crewe Advisors LLC1,232$412K0.06%013F-HRTimeline
Lion Street Advisors, LLC1,225$409K0.13%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,218$407K0.02%+19313F-HRTimeline
Apexium Financial, LP1,213$405K0.02%+2813F-HRTimeline
CWA Asset Management Group, LLC1,210$404K0.02%013F-HRTimeline
SOL Capital Management CO1,210$404K0.04%013F-HRTimeline
Accurate Wealth Management, LLC1,206$400K0.08%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,188$397K0.02%013F-HR/ATimeline
ANCHOR CAPITAL ADVISORS LLC1,182$395K0.01%+28313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,141$393K0.02%-5113F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC1,169$391K0.04%new13F-HR/ATimeline
Robertson Stephens Wealth Management, L…1,167$390K0.01%+3813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,164$389K0.01%-513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,150$384K0.07%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,150$384K0.03%013F-HRTimeline
Grant/GrossMendelsohn, LLC1,135$379K0.2%+3513F-HRTimeline
Willow Creek Wealth Management Inc.1,109$371K0.04%013F-HRTimeline
Revolve Wealth Partners, LLC1,106$370K0.05%013F-HR/ATimeline
MATHER GROUP, LLC.1,103$369K<0.01%-9913F-HRTimeline
Reynders McVeigh Capital Management, LLC1,101$368K0.02%-1913F-HRTimeline
James J. Burns & Company, LLC1,100$368K0.06%013F-HRTimeline
Fluent Financial, LLC1,098$367K0.16%-313F-HRTimeline
Magnolia Private Wealth, LLC1,096$366K0.33%13F-HRTimeline
Lauterbach Financial Advisors, LLC1,095$366K0.22%013F-HRTimeline
Pine Ridge Advisers LLC1,083$362K0.03%013F-HRTimeline
MONECO ADVISORS, LLC1,080$361K0.04%-313F-HR/ATimeline
Outlook Wealth Advisors, LLC1,068$357K0.1%013F-HRTimeline
Alternative Investment Advisors, LLC.1,063$355K0.19%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,053$352K0.01%+113F-HRTimeline
Perennial Investment Advisors, LLC1,051$351K0.04%-2013F-HRTimeline
Plancorp, LLC1,042$348K0.01%013F-HRTimeline
Rockwood Wealth Management, LLC1,037$348K0.04%013F-HRTimeline