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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

802 managers (807 13F filers) reported a position in IWV shares at 2025-03-31, 25,129,874 shares in all. 36 filers opened a position and 67 filers sold out during the quarter.

Managers
802
13F filers
807
New
36
Added
215
Reduced
268
Sold out
67
Shares held by filers
25,129,874

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
IFG Advisory, LLC2,690$854K0.05%-2813F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,674$849K0.28%013F-HRTimeline
USA FINANCIAL FORMULAS2,668$847K0.14%-23713F-HRTimeline
Baring Financial LLC2,665$847K0.71%-91113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,664$846K0.07%+7813F-HRTimeline
Wealth Management Partners, LLC2,655$843K0.39%-913F-HRTimeline
Empower Advisory Group, LLC2,645$840K<0.01%013F-HRTimeline
Soltis Investment Advisors LLC2,643$840K0.08%013F-HRTimeline
Asset Allocation & Management Company, …2,641$839K0.42%013F-HRTimeline
NESTEGG ADVISORS, INC.2,634$837K0.89%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,631$836K0.03%-6,26313F-HRTimeline
Kovack Advisors, Inc.2,624$833K0.09%-58513F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,600$826K0.69%-98413F-HRTimeline
First Interstate Bank2,560$813K0.05%-88913F-HRTimeline
Mason & Associates Inc2,548$809K0.2%-7013F-HRTimeline
W ADVISORS, LLC2,523$801K0.5%+513F-HRTimeline
AGH Wealth Advisors, LLC2,494$792K0.76%013F-HRTimeline
Prosperity Planning, Inc.2,485$789K0.25%-33813F-HRTimeline
Affinity Capital Advisors, LLC2,591$784K0.16%-2513F-HRTimeline
Coyle Financial Counsel LLC2,467$784K0.24%-113F-HRTimeline
Valmark Advisers, Inc.2,442$776K0.01%-913F-HRTimeline
STOCK YARDS BANK & TRUST CO2,432$773K0.03%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,361$750K0.02%+41013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,358$749K0.02%+1,56113F-HRTimelineGroup
Blue Edge Capital, LLC2,344$745K0.12%-31313F-HRTimeline
SlateStone Wealth, LLC2,344$744K0.07%+113F-HRTimeline
Capstone Financial Advisors, Inc.2,335$742K0.05%+713F-HRTimeline
Modern Wealth Management, LLC2,330$740K0.02%new13F-HR/ATimeline
Wade Financial Advisory, Inc2,330$740K0.25%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.2,324$738K0.33%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,318$737K0.52%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,310$734K0.04%-1213F-HRTimeline
Cyndeo Wealth Partners, LLC2,305$732K0.05%013F-HRTimeline
PRIVATE TRUST CO NA2,280$724K0.07%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,269$721K0.02%+8013F-HRTimeline
Martin Capital Advisors, LLP2,260$718K0.51%013F-HRTimeline
Procyon Advisors, LLC2,254$716K0.04%-25013F-HRTimeline
NORDEN GROUP LLC2,194$697K0.08%-43913F-HRTimeline
Allworth Financial LP2,225$692K<0.01%+17013F-HRTimeline
Smartleaf Asset Management LLC2,145$678K0.07%-4813F-HRTimeline
FWG Holdings, LLC2,135$673K0.33%-2513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,116$672K0.03%-1,48013F-HRTimeline
BURNS J W & CO INC/NY2,109$670K0.09%+2413F-HRTimeline
Oxbow Advisors, LLC2,105$669K0.07%013F-HRTimeline
Dempze Nancy E2,102$668K0.4%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,097$666K0.02%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,087$666K0.05%-1,82913F-HRTimeline
Dana Investment Advisors, Inc.2,089$664K0.02%-8613F-HRTimeline
Mason & Associates, LLC2,066$656K0.19%013F-HRTimeline
CHOREO, LLC2,066$656K0.01%-69013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,064$656K0.23%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,059$654K<0.01%-2,01013F-HRTimelineGroup
Sightline Wealth Advisors, LLC2,047$650K0.34%+513F-HRTimeline
SCOTIA CAPITAL INC.2,019$641K<0.01%013F-HRTimeline
MSH Capital Advisors LLC2,018$641K0.2%+11613F-HRTimeline
LGT Financial Advisors LLC2,008$638K1.95%-25713F-HRTimeline
BOKF, NAin group BOKF, NA2,000$635K0.01%+30013F-HRTimelineGroup
Harbor Advisors LLC2,000$635K0.11%013F-HRTimeline
Collaborative Wealth Managment Inc.1,999$635K0.3%-24213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,971$626K0.06%+113F-HRTimeline
Facet Wealth, Inc.1,940$621K0.02%013F-HRTimeline
Curi Capital, LLC1,953$620K0.02%-6,05813F-HRTimeline
Avantax Planning Partners, Inc.1,952$620K0.02%+313F-HRTimeline
Topsail Wealth Management, LLC1,931$613K0.12%new13F-HRTimeline
Waypoint Wealth Partners Inc.1,895$602K0.17%013F-HRTimeline
Joel Isaacson & Co., LLC1,891$601K0.03%+113F-HRTimeline
Perigon Wealth Management, LLC1,890$600K0.02%+113F-HRTimeline
BostonPremier Wealth LLC1,877$596K0.37%+513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,857$590K0.04%013F-HRTimeline
Ashford Advisors, LLC1,848$587K0.15%013F-HRTimeline
William Mack & Associates, Inc.1,834$582K0.5%+5513F-HRTimeline
RKL Wealth Management LLC1,801$572K0.05%+513F-HRTimeline
New Republic Capital, LLC1,797$571K0.25%013F-HRTimeline
Ellis Investment Partners, LLC1,781$566K0.12%-1,05313F-HRTimeline
CWA Asset Management Group, LLC1,779$565K0.03%+56913F-HRTimeline
MTM Investment Management, LLC1,760$561K0.22%+7513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,760$559K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,731$550K0.02%-11813F-HRTimeline
Foster Group, Inc.1,712$544K0.02%-10013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,688$536K0.04%+413F-HRTimeline
HM PAYSON & CO1,683$535K0.01%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,668$530K0.13%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,668$530K0.1%-2,31713F-HRTimeline
Armbruster Capital Management, Inc.1,665$529K0.11%-1,06513F-HRTimeline
VERITY Wealth Advisors1,651$524K0.39%013F-HRTimeline
Quadrant Private Wealth Management, LLC1,637$520K0.13%+413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,634$519K0.01%-413F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,610$511K0.02%-63013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,601$509K0.53%013F-HRTimeline
Pathway Financial Advisors LLC1,600$508K0.09%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp1,590$505K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC1,575$500K0.01%+113F-HRTimeline
Rehmann Capital Advisory Group1,573$500K0.03%-7813F-HRTimeline
WEALTH EFFECTS LLC1,569$498K0.21%013F-HRTimeline
12th Street Asset Management Company, L…1,564$497K0.08%-5,27313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,560$496K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,559$495K0.01%-2,35813F-HRTimeline
Bradley & Co. Private Wealth Management…1,557$495K0.34%013F-HRTimeline
Climber Capital SA1,835$493K0.39%-18013F-HRTimeline
Moloney Securities Asset Management, LLC1,532$487K0.07%-3213F-HRTimeline
Mayflower Financial Advisors, LLC1,521$483K0.07%-1413F-HRTimeline
Mullaney, Keating & Wright, Inc.1,516$481K0.32%+113F-HRTimeline
Vawter Financial, Ltd.1,515$481K0.27%013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,500$476K0.13%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,487$472K0.03%-7813F-HRTimeline
RVW Wealth, LLC1,464$465K0.04%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,423$465K0.11%+66813F-HRTimeline
GLOBALT Investments LLC / GA1,450$461K0.02%-16013F-HRTimeline
Prospera Financial Services Inc1,439$460K0.01%+2013F-HRTimeline
PrairieView Partners, LLC1,446$459K0.05%-24813F-HRTimeline
CoreCap Advisors, LLC1,442$458K0.02%-20113F-HRTimeline
May Hill Capital, LLC1,430$454K0.17%+113F-HRTimeline
Mesirow Financial Investment Management…1,415$449K0.01%+18013F-HRTimeline
Evanson Asset Management, LLC1,406$447K0.03%013F-HRTimeline
Haverford Trust Co1,400$445K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,385$440K0.01%+12013F-HRTimelineGroup
Core Wealth Management, Inc.1,377$437K0.17%-2913F-HRTimeline
&PARTNERS1,381$436K<0.01%-1,70813F-HRTimeline
Blue Chip Partners, LLC1,374$436K0.04%new13F-HRTimeline
Veracity Capital LLC1,367$434K0.17%+40013F-HRTimeline
Linscomb Wealth, Inc.1,366$434K0.02%-913F-HRTimeline
Burt Wealth Advisors1,364$433K0.11%013F-HRTimeline
Financial Advocates Investment Manageme…1,356$431K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,352$429K0.01%-4613F-HRTimeline
DIVERSIFIED TRUST CO1,351$429K0.01%-513F-HRTimeline
Ackerman Asset Management, LLC1,350$429K0.39%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,346$428K0.02%-9913F-HRTimeline
NorthCoast Asset Management LLC1,343$427K<0.01%+5413F-HR/ATimeline
17 CAPITAL PARTNERS, LLC1,337$425K0.27%+6213F-HRTimeline
Global View Capital Management LLC1,334$424K0.15%-5413F-HRTimeline
Meridian Wealth Management, LLC1,322$420K0.02%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,318$419K0.11%+48013F-HRTimeline
Detalus Advisors, LLC1,314$417K0.13%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,286$409K0.08%new13F-HR/ATimeline
Shakespeare Wealth Management, LLC1,262$401K0.11%013F-HRTimeline
Farther Finance Advisors, LLC1,237$394K0.01%-3,75713F-HRTimeline
FIRST AMERICAN TRUST, FSB1,238$393K0.04%013F-HRTimeline
Crewe Advisors LLC1,232$391K0.05%013F-HRTimeline
Summit Financial Strategies, Inc.1,232$391K0.04%013F-HRTimeline
Lion Street Advisors, LLC1,225$389K0.12%013F-HRTimeline
Apexium Financial, LP1,213$385K0.02%013F-HRTimeline
SOL Capital Management CO1,210$384K0.04%013F-HRTimeline
Auour Investments LLC1,208$380K0.14%013F-HRTimeline
Cornerstone Capital, Inc.1,194$379K0.04%-25813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,188$377K0.02%013F-HR/ATimeline
Robertson Stephens Wealth Management, L…1,167$371K0.01%013F-HRTimeline
Betterment LLC1,161$369K<0.01%-1,70313F-HRTimeline
Grant/GrossMendelsohn, LLC1,175$368K0.2%+4013F-HRTimeline
Willow Creek Wealth Management Inc.1,154$367K0.04%+4513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,150$365K0.07%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,150$365K0.03%013F-HRTimeline
Heck Capital Advisors, LLC1,147$364K0.04%+14713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,141$362K0.02%013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC1,139$362K0.04%-3013F-HR/ATimeline
Csenge Advisory Group1,209$361K0.02%new13F-HRTimeline
HBK Sorce Advisory LLC1,136$361K0.01%-11913F-HRTimeline
Fluent Financial, LLC1,121$356K0.16%+2313F-HRTimeline
Revolve Wealth Partners, LLC1,106$351K0.05%013F-HRTimeline
MATHER GROUP, LLC.1,103$350K<0.01%013F-HRTimeline
Reynders McVeigh Capital Management, LLC1,101$350K0.02%013F-HRTimeline
James J. Burns & Company, LLC1,100$349K0.06%013F-HRTimeline
Magnolia Private Wealth, LLC1,096$348K0.29%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,095$348K0.22%013F-HRTimeline
Pine Ridge Advisers LLC1,083$344K0.03%013F-HRTimeline
Outlook Wealth Advisors, LLC1,068$339K0.09%013F-HRTimeline
Alternative Investment Advisors, LLC.1,066$339K0.18%+313F-HRTimeline
Tepp RIA, LLC1,063$338K0.46%-65113F-HRTimeline
IFP Advisors, Inc1,057$336K0.01%+2913F-HRTimeline
MONECO ADVISORS, LLC1,056$335K0.03%-2413F-HR/ATimeline
Accurate Wealth Management, LLC1,108$335K0.06%-9813F-HRTimeline
Perennial Investment Advisors, LLC1,052$334K0.04%+113F-HRTimeline
Sheets Smith Investment Management1,044$332K0.33%-15,82513F-HRTimeline
Plancorp, LLC1,042$331K0.01%013F-HRTimeline
Rockwood Wealth Management, LLC1,037$329K0.03%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,031$327K0.12%+313F-HRTimeline
Gould Capital, LLC1,026$326K0.23%-26313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,019$324K0.01%-2,28013F-HRTimelineGroup
ARS Wealth Advisors Group, LLC1,015$322K0.05%013F-HRTimeline
Rappaport Reiches Capital Management, L…1,010$321K0.08%013F-HRTimeline
Eldridge Investment Advisors, Inc.1,009$321K0.07%013F-HRTimeline
Biltmore Family Office, LLC1,005$319K0.05%013F-HRTimeline
LM Advisors LLC1,000$318K0.06%013F-HRTimeline
Manchester Capital Management LLC1,000$318K0.04%-4,86813F-HRTimeline
Capital Advisors Wealth Management, LLC1,000$318K0.06%013F-HRTimeline
Wealth Management Associates, Inc.1,000$318K0.14%013F-HRTimeline
Patten Group, Inc.997$317K0.07%013F-HRTimeline
Legacy Capital Group California, Inc.987$314K0.11%013F-HRTimeline
Versant Capital Management, Inc983$312K0.05%+16113F-HRTimeline
N.E.W. Advisory Services LLC982$312K0.02%-1113F-HRTimeline
JACOBS & CO/CA982$311K0.03%013F-HRTimeline
DT Investment Partners, LLC975$310K0.03%013F-HRTimeline
Members Trust Co975$310K0.01%013F-HRTimeline
Altiora Financial Group, LLC967$307K0.07%+213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV965$307K0.08%-1,45913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP957$304K<0.01%-2513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.951$302K0.01%-10213F-HRTimeline
K.J. Harrison & Partners Inc937$298K0.06%-5213F-HRTimeline
Salomon & Ludwin, LLC931$296K0.03%+913F-HRTimeline
Thomasville National Bank919$292K0.02%013F-HRTimeline
Promus Capital, LLC918$292K0.22%013F-HR/ATimeline